We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

1,388 hedge funds and large institutions have $30B invested in iShares Core S&P Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 477 increasing their positions, 652 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $37.8M | Put options by funds: $14.1M

19% more capital invested

Capital invested by funds: $25.3B → $30B (+$4.72B)

14% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 93

0% more funds holding

Funds holding: 1,3881,388 (0)

1.49% less ownership

Funds ownership: 355.17%353.69% (-1.5%)

2% less funds holding in top 10

Funds holding in top 10: 241237 (-4)

27% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 652

Holders
1,388
Holders Change
Holders Change %
0%
% of All Funds
28.46%
Holding in Top 10
237
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.66%
% of All Funds
4.86%
New
106
Increased
477
Reduced
652
Closed
93
Calls
$37.8M
Puts
$14.1M
Net Calls
+$23.7M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
426
Commerce Bank
Missouri
$4.5M -$390K -11,750 -8%
MCWS
427
McKinley Carter Wealth Services
West Virginia
$4.49M +$59.3K +1,785 +1%
CWM
428
Capital Wealth Management
Rhode Island
$4.49M -$185K -5,560 -4%
TFCP
429
Twin Focus Capital Partners
Massachusetts
$4.49M -$145K -4,375 -3%
TC
430
TAP Consulting
Missouri
$4.44M +$4.15M +124,925 New
JA
431
JVL Associates
Michigan
$4.44M +$2.1M +63,185 +102%
CIR
432
Clear Investment Research
Georgia
$4.44M -$121K -3,640 -3%
FNBT
433
FineMark National Bank & Trust
Florida
$4.38M -$648K -19,505 -14%
PWW
434
Pettyjohn Wood & White
Virginia
$4.37M -$428K -12,880 -9%
MI
435
Moneywise Inc
Virginia
$4.37M +$437K +13,160 +12%
SIC
436
Samalin Investment Counsel
New York
$4.35M -$14.3K -430 -0.4%
CTA
437
Colonial Trust Advisors
South Carolina
$4.35M -$5.1M -153,540 -56%
NCM
438
Novare Capital Management
North Carolina
$4.34M -$354K -10,675 -8%
CSA
439
Cottage Street Advisors
Massachusetts
$4.33M -$110K -3,325 -3%
Brown Advisory
440
Brown Advisory
Maryland
$4.32M -$160K -4,820 -4%
PB
441
Pinnacle Bancorp
Nebraska
$4.29M +$130K +3,925 +3%
ASN
442
Advisory Services Network
Georgia
$4.29M -$717K -21,605 -15%
Chevy Chase Trust
443
Chevy Chase Trust
Maryland
$4.19M -$326K -9,815 -8%
APW
444
Acima Private Wealth
Virginia
$4.13M +$254K +7,655 +7%
P
445
&Partners
Tennessee
$4.1M +$871K +26,220 +30%
FFG
446
Ford Financial Group
California
$4.09M +$389K +11,715 +11%
NNP
447
Nachman Norwood & Parrott
South Carolina
$4.09M +$10.8K +325 +0.3%
PFG
448
Pacific Financial Group
Washington
$4.08M -$4.48K -135 -0.1%
OIA
449
OneDigital Investment Advisors
Kansas
$4.06M +$55.1K +1,660 +1%
HCMT
450
Highland Capital Management (Tennessee)
Tennessee
$4.05M +$8.3K +250 +0.2%

IJH Hedge Fund Activity: Q2 2020 in Review

1,388 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2020, worth a combined $30B — up 19% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new IJH positions and 93 closed out — a net gain of 13 holders — while 477 added to existing stakes and 652 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, opening a new position worth an estimated $385M. The largest seller was Wells Fargo, cutting an estimated $464M.

  • 1,388 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $30B of iShares Core S&P Mid-Cap ETF stock for Q2 2020, up 19% quarter-over-quarter.
  • 106 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2020 and 93 closed out, a net change of +13 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2020 was Municipal Employees' Retirement System of Michigan, an estimated $385M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2020 was Wells Fargo, an estimated $464M sold.

Based on aggregated 13F filings for Q2 2020.