We are live on ! Find out more
IJH icon

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
SAM
476
Securian Asset Management
Minnesota
$3.69M -$336K -9,000 -8%
OFG
477
Omega Financial Group
California
$3.69M +$38.7K +1,035 +1%
AF
478
AtlasMark Financial
Texas
$3.68M +$350K +9,355 +10%
CNBTD
479
Citizens National Bank Trust Department
Mississippi
$3.65M +$23.4K +625 +0.6%
CWM
480
Cornerstone Wealth Management
Missouri
$3.65M -$95.7K -2,560 -3%
FFW
481
Fusion Family Wealth
New York
$3.63M -$445K -11,915 -11%
ST
482
Spinnaker Trust
Maine
$3.6M +$2.78M +74,315 +326%
PA
483
PFG Advisors
Arizona
$3.6M +$181K +4,850 +6%
PEA
484
Pacific Edge Advisors
California
$3.6M -$150K -4,000 -4%
IF
485
Ironwood Financial
Arizona
$3.56M +$981K +26,240 +38%
CT
486
Coastline Trust
Rhode Island
$3.56M -$1.54M -41,200 -30%
AWM
487
Altavista Wealth Management
North Carolina
$3.54M +$46.9K +1,255 +1%
BCA
488
Berman Capital Advisors
Georgia
$3.54M +$5.05K +135 +0.1%
WA
489
Wealth Alliance
New York
$3.53M -$11K -295 -0.3%
FCA
490
FLC Capital Advisors
California
$3.52M -$1.51M -40,520 -31%
PTC
491
Private Trust Company
Ohio
$3.51M +$18.1K +485 +0.5%
LCOV
492
London Company of Virginia
Virginia
$3.51M +$1.17M +31,340 +49%
EIP
493
Ellis Investment Partners
Pennsylvania
$3.5M +$57.9K +1,550 +2%
HMC
494
Harvard Management Company
Massachusetts
$3.44M -$696K -18,610 -17%
ONB
495
Old National Bancorp
Indiana
$3.43M -$33.5K -895 -1%
PA
496
PSI Advisors
Florida
$3.42M -$253K -6,770 -7%
HCC
497
Hirtle Callaghan & Co
Pennsylvania
$3.42M
CCT
498
Country Club Trust
Missouri
$3.41M +$3.44M +92,105 New
HH
499
Hilltop Holdings
Texas
$3.38M +$222K +5,930 +7%
WB
500
WesBanco Bank
West Virginia
$3.37M +$93.8K +2,510 +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.