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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
MRC
26
Millburn Ridgefield Corp
New York
$233M -$36.1M -964,400 -13%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$229M +$44.7M +1,194,895 +24%
AA
28
Alesco Advisors
New York
$217M -$5.22M -139,585 -2%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$209M +$4.58M +122,385 +2%
V
30
Veritable
Delaware
$202M +$2.82M +75,395 +1%
AA
31
Acorns Advisers
California
$200M +$202M +5,389,975 New
CAM
32
Cresset Asset Management
Illinois
$193M -$843K -22,550 -0.4%
Creative Planning
33
Creative Planning
Kansas
$183M -$3.38M -90,410 -2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$162M -$11.5M -308,265 -7%
HT
35
Hefren-Tillotson
Pennsylvania
$150M +$1.46M +38,925 +1%
TD Asset Management
36
TD Asset Management
Ontario, Canada
$148M -$2.37M -63,320 -2%
TA
37
Tiedemann Advisors
New York
$144M +$8.52M +228,015 +6%
Members Trust
38
Members Trust
Florida
$138M +$6.07M +162,365 +5%
Osaic Holdings
39
Osaic Holdings
Arizona
$121M +$291K +7,790 +0.2%
HI
40
Horizon Investments
North Carolina
$114M +$52.9M +1,414,145 +85%
UB
41
UMB Bank
Missouri
$114M
HNB
42
Huntington National Bank
Ohio
$94.5M
GT
43
Greenleaf Trust
Michigan
$93M +$557K +14,890 +0.6%
LI
44
LVZ Inc
Michigan
$92.2M +$927K +24,790 +1%
APCM
45
Alaska Permanent Capital Management
Alaska
$88.7M +$1.61M +43,015 +2%
LWA
46
Lenox Wealth Advisors
New York
$88.4M +$942K +25,205 +1%
Franklin Resources
47
Franklin Resources
California
$87M -$895K -23,935 -1%
MIA
48
MainStreet Investment Advisors
Illinois
$86.6M -$15M -399,915 -15%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$85.4M -$4.69M -125,555 -5%
BIM
50
Bridges Investment Management
Nebraska
$84.7M -$2.63M -70,390 -3%

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.