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
PA
476
PSI Advisors
Florida
$3.53M -$626K -18,865 -16%
BNP Paribas Financial Markets
477
BNP Paribas Financial Markets
France
$3.52M -$1.9M -57,275 -37%
KOMWMG
478
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.51M -$21.3K -640 -0.6%
OFG
479
Omega Financial Group
California
$3.51M +$66.4K +2,000 +2%
CNBTD
480
Citizens National Bank Trust Department
Mississippi
$3.48M +$3.25M +97,975 New
WR
481
Watson Rebecca
$3.48M -$1.99K -60 -0.1%
KFS
482
Kelly Financial Services
Massachusetts
$3.47M +$3.19M +96,120 +6,539%
MWC
483
MKD Wealth Coaches
Michigan
$3.46M -$445K -13,415 -12%
GWM
484
Geneos Wealth Management
Colorado
$3.46M -$119K -3,590 -3%
WA
485
Wealth Alliance
New York
$3.4M +$393K +11,835 +14%
MSAM
486
Moloney Securities Asset Management
Missouri
$3.4M -$1.18M -35,640 -27%
BCA
487
Berman Capital Advisors
Georgia
$3.39M -$788K -23,715 -20%
CCM
488
Canal Capital Management
Virginia
$3.38M -$284K -8,545 -8%
LWP
489
Legacy Wealth Planning
Nevada
$3.38M -$72.9K -2,195 -2%
BRC
490
BHF RG Capital
Arizona
$3.38M -$5.7M -171,570 -64%
AWM
491
Altavista Wealth Management
North Carolina
$3.35M +$1.25M +37,780 +67%
KLI
492
Kelman-Lazarov Inc
Tennessee
$3.35M -$368K -11,080 -11%
PTC
493
Private Trust Company
Ohio
$3.35M +$335K +10,095 +12%
BFWA
494
Benchmark Financial Wealth Advisors
Florida
$3.34M -$3.38M -101,920 -52%
CRCM
495
Corbett Road Capital Management
Virginia
$3.34M +$277K +8,345 +10%
MGIA
496
Moneta Group Investment Advisors
Missouri
$3.34M -$462K -13,915 -13%
WAG
497
Winthrop Advisory Group
Massachusetts
$3.34M -$22.1K -665 -0.7%
BWM
498
BerganKDV Wealth Management
Minnesota
$3.33M +$82.2K +2,475 +3%
ONB
499
Old National Bancorp
Indiana
$3.32M -$291K -8,775 -9%
FSG
500
Financial Strategies Group
Michigan
$3.3M -$39K -1,175 -1%

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.