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iShares Core S&P Mid-Cap ETF

1,396 hedge funds and large institutions have $31B invested in iShares Core S&P Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 504 increasing their positions, 638 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more call options, than puts

Call options by funds: $37.4M | Put options by funds: $11.9M

38% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 56

2.24% more ownership

Funds ownership: 353.69%355.92% (+2.2%)

3% more capital invested

Capital invested by funds: $30B → $31B (+$995M)

1% more funds holding

Funds holding: 1,3881,396 (+8)

0% more funds holding in top 10

Funds holding in top 10: 237237 (0)

21% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 638

Holders
1,396
Holders Change
+8
Holders Change %
+0.58%
% of All Funds
28.17%
Holding in Top 10
237
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.78%
New
77
Increased
504
Reduced
638
Closed
56
Calls
$37.4M
Puts
$11.9M
Net Calls
+$25.5M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
401
Kays Financial Advisory
Georgia
$5.47M -$332K -8,880 -6%
PFA
402
Pure Financial Advisors
California
$5.43M -$227K -6,085 -4%
Chevy Chase Trust
403
Chevy Chase Trust
Maryland
$5.42M +$1.07M +28,640 +24%
GIA
404
GHP Investment Advisors
Colorado
$5.34M +$29.7K +795 +0.6%
IWM
405
IHT Wealth Management
Illinois
$5.34M -$362K -9,685 -6%
CA
406
Crumly & Associates
Illinois
$5.33M +$2.13M +57,080 +66%
KPWG
407
KFA Private Wealth Group
Virginia
$5.32M +$1.25M +33,330 +30%
SCA
408
Snowden Capital Advisors
New York
$5.32M -$121K -3,240 -2%
FWCM
409
Ferguson Wellman Capital Management
Oregon
$5.3M +$1.36M +36,420 +34%
CFGS
410
Concourse Financial Group Securities
Alabama
$5.28M -$1.04M -27,910 -16%
SLT
411
St Louis Trust
Missouri
$5.27M
WFA
412
Wellspring Financial Advisors
Ohio
$5.24M +$62.2K +1,665 +1%
FWM
413
Frontier Wealth Management
Missouri
$5.21M -$107K -2,850 -2%
SQA
414
Simon Quick Advisors
New Jersey
$5.2M -$377K -10,085 -7%
MAFM
415
Mid Atlantic Financial Management
Pennsylvania
$5.19M -$334K -8,945 -7%
SFG
416
Summit Financial Group
West Virginia
$5.15M -$56.6K -1,515 -1%
APSP
417
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.12M -$127K -3,395 -2%
JA
418
JVL Associates
Michigan
$5.05M +$428K +11,435 +9%
MC
419
Middleton & Co
Massachusetts
$5.04M -$103K -2,750 -2%
WWM
420
Windsor Wealth Management
Indiana
$5.02M +$1.43M +38,265 +43%
NGA
421
Naples Global Advisors
Florida
$4.91M -$33.6K -900 -0.7%
SWM
422
SVA Wealth Management
Wisconsin
$4.91M +$109K +2,920 +2%
FAIM
423
Financial Advocates Investment Management
Washington
$4.86M +$1.82M +48,765 +59%
LFAS
424
Level Four Advisory Services
Texas
$4.85M -$858K -22,955 -15%
FC
425
Ferris Capital
Massachusetts
$4.84M +$112K +2,995 +2%

IJH Hedge Fund Activity: Q3 2020 in Review

1,396 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2020, worth a combined $31B — up 3.3% from $30B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new IJH positions and 56 closed out — a net gain of 21 holders — while 504 added to existing stakes and 638 trimmed.

The largest buyer was Acorns Advisers, opening a new position worth an estimated $202M. The largest seller was Wells Fargo, cutting an estimated $92M.

  • 1,396 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2020, up from 1,388 in Q2 2020.
  • Funds reported $31B of iShares Core S&P Mid-Cap ETF stock for Q3 2020, up 3.3% quarter-over-quarter.
  • 77 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2020 and 56 closed out, a net change of +21 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2020 was Acorns Advisers, an estimated $202M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2020 was Wells Fargo, an estimated $92M sold.

Based on aggregated 13F filings for Q3 2020.