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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
PAM
451
Private Asset Management
California
$4.22M +$171K +4,570 +4%
NNP
452
Nachman Norwood & Parrott
South Carolina
$4.18M -$86K -2,300 -2%
CFC
453
Coyle Financial Counsel
Illinois
$4.16M +$24.7K +660 +0.6%
TCM
454
Telos Capital Management
California
$4.15M -$60.4K -1,615 -1%
KPWS
455
Kestra Private Wealth Services
Texas
$4.12M +$4.09M +109,425 New
MCWS
456
McKinley Carter Wealth Services
West Virginia
$4.09M -$599K -16,025 -13%
BCM
457
Boltwood Capital Management
California
$4.09M -$28K -750 -0.7%
CTA
458
Colonial Trust Advisors
South Carolina
$4.04M -$496K -13,280 -11%
SSWM
459
Sheets Smith Wealth Management
North Carolina
$4.03M -$1.31K -35 -0%
ASN
460
Advisory Services Network
Georgia
$4.02M -$451K -12,065 -10%
SCM
461
SOL Capital Management
Maryland
$4M +$3.92K +105 +0.1%
NCM
462
Novare Capital Management
North Carolina
$3.99M -$537K -14,370 -12%
PCM
463
Pennsylvania Capital Management
Pennsylvania
$3.97M +$3.83M +102,500 New
LF
464
LifeSteps Financial
California
$3.96M -$2.06K -55 -0.1%
KOMWMG
465
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.94M +$290K +7,765 +8%
SP
466
SWS Partners
Ohio
$3.94M +$3.98M +106,395 New
JF
467
Jump Financial
Illinois
$3.94M +$3.98M +106,355 New
GSWM
468
Golden State Wealth Management
California
$3.94M -$74M -1,978,290 -95%
OIA
469
OneDigital Investment Advisors
Kansas
$3.9M -$317K -8,480 -7%
WAG
470
Winthrop Advisory Group
Massachusetts
$3.84M +$303K +8,115 +9%
Cetera Investment Advisers
471
Cetera Investment Advisers
Illinois
$3.8M +$57.6K +1,540 +2%
FC
472
FCA Corp
Texas
$3.79M -$192K -5,140 -5%
Cerity Partners
473
Cerity Partners
New York
$3.73M -$108K -2,900 -3%
CCM
474
Canal Capital Management
Virginia
$3.73M +$203K +5,435 +6%
Brown Advisory
475
Brown Advisory
Maryland
$3.7M -$809K -21,640 -18%

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.