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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
RJFSA
26
Raymond James Financial Services Advisors
Florida
$236M +$18.8M +566,880 +9%
AA
27
Alesco Advisors
New York
$213M +$609K +18,345 +0.3%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$196M -$30.5M -918,245 -14%
V
29
Veritable
Delaware
$191M -$14.8M -444,970 -8%
CAM
30
Cresset Asset Management
Illinois
$186M +$3.54M +106,455 +2%
Creative Planning
31
Creative Planning
Kansas
$179M -$17.6M -528,990 -10%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$177M +$52.7M +1,585,760 +47%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$166M -$1.26M -38,035 -0.8%
TD Asset Management
34
TD Asset Management
Ontario, Canada
$144M +$1.34M +40,300 +1%
HT
35
Hefren-Tillotson
Pennsylvania
$142M +$8.59M +258,610 +7%
TA
36
Tiedemann Advisors
New York
$130M +$8.99M +270,590 +8%
Members Trust
37
Members Trust
Florida
$126M +$118M +3,554,450 New
Osaic Holdings
38
Osaic Holdings
Arizona
$116M -$248M -7,472,385 -70%
UB
39
UMB Bank
Missouri
$114M -$6.49M -195,545 -6%
HNB
40
Huntington National Bank
Ohio
$99.5M
TAIM
41
TD Ameritrade Investment Management
Nebraska
$99.2M -$7.43M -223,805 -7%
MIA
42
MainStreet Investment Advisors
Illinois
$97.3M +$18.6M +559,390 +26%
GT
43
Greenleaf Trust
Michigan
$88.7M +$4.09M +123,085 +5%
Franklin Resources
44
Franklin Resources
California
$88.1M +$23.1M +694,335 +41%
LI
45
LVZ Inc
Michigan
$87.6M +$5.93M +178,620 +8%
Charles Schwab
46
Charles Schwab
California
$86.8M +$81M +2,439,515 New
Jones Financial Companies
47
Jones Financial Companies
Missouri
$85.9M -$1.26M -37,800 -2%
LWA
48
Lenox Wealth Advisors
New York
$83.9M +$3.39M +102,005 +5%
BIM
49
Bridges Investment Management
Nebraska
$83.8M -$2.14M -64,370 -3%
APCM
50
Alaska Permanent Capital Management
Alaska
$83.6M -$18.6M -561,550 -19%

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.