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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
HCC
501
Hirtle Callaghan & Co
Pennsylvania
$3.28M -$1.32M -39,710 -30%
EIP
502
Ellis Investment Partners
Pennsylvania
$3.28M +$23.6K +710 +0.8%
AI
503
Atria Investments
North Carolina
$3.24M +$3.03M +91,155 New
Koshinski Asset Management
504
Koshinski Asset Management
Illinois
$3.24M +$246K +7,410 +9%
BB
505
Busey Bank
Illinois
$3.22M -$2.64M -79,460 -47%
AF
506
AtlasMark Financial
Texas
$3.2M +$86K +2,590 +3%
EW
507
Element Wealth
Mississippi
$3.19M +$92.2K +2,775 +3%
WCM
508
Washburn Capital Management
Florida
$3.19M +$132K +3,975 +5%
WWM
509
Windsor Wealth Management
Indiana
$3.18M +$1.67M +50,225 +128%
SFI
510
SPC Financial Inc
Maryland
$3.16M -$73.2K -2,205 -2%
TPWA
511
TRUE Private Wealth Advisors
Oregon
$3.16M +$64.3K +1,935 +2%
RWA
512
River Wealth Advisors
Pennsylvania
$3.15M +$277K +8,330 +10%
FHA
513
Flagship Harbor Advisors
Massachusetts
$3.15M +$2M +60,240 +213%
WB
514
WesBanco Bank
West Virginia
$3.15M +$19.9K +600 +0.7%
DI
515
DAGCO Inc
Ohio
$3.14M +$178K +5,365 +6%
AA
516
Advisory Alpha
Michigan
$3.12M -$687K -20,675 -21%
CGI
517
Cougar Global Investments
Ontario, Canada
$3.11M +$2.91M +87,545 New
KPCM
518
Kings Point Capital Management
New York
$3.08M -$179K -5,395 -6%
CA
519
Crumly & Associates
Illinois
$3.08M +$1.34M +40,420 +87%
GFS
520
GYL Financial Synergies
Connecticut
$3.07M -$9M -271,130 -76%
KWM
521
Kingsview Wealth Management
Oregon
$3.07M -$115K -3,465 -4%
PA
522
PFG Advisors
Arizona
$3.07M -$31.5K -950 -1%
CFA
523
Cahill Financial Advisors
Minnesota
$3.06M -$492K -14,810 -15%
HH
524
Hilltop Holdings
Texas
$3.03M +$244K +7,345 +9%
SFA
525
Sequoia Financial Advisors
Ohio
$3.03M +$18.3K +550 +0.7%

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.