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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
MIAN
501
Mariner Independent Advisor Network
Kansas
$3.31M -$402K -10,765 -11%
BFWA
502
Benchmark Financial Wealth Advisors
Florida
$3.27M -$218K -5,840 -6%
GLA
503
Good Life Advisors
Pennsylvania
$3.27M -$2.77M -74,220 -46%
PAG
504
Pinnacle Advisory Group
Maryland
$3.26M +$173K +4,620 +6%
ARG
505
Advisory Resource Group
Oklahoma
$3.24M +$233K +6,220 +8%
LWP
506
Legacy Wealth Planning
Nevada
$3.24M -$288K -7,715 -8%
EW
507
Element Wealth
Mississippi
$3.21M -$115K -3,080 -3%
ECM
508
Exchange Capital Management
Michigan
$3.21M +$318K +8,505 +11%
PWA
509
Physician Wealth Advisors
Utah
$3.2M +$262K +7,020 +9%
RWA
510
River Wealth Advisors
Pennsylvania
$3.2M -$87.7K -2,345 -3%
KPCM
511
Kings Point Capital Management
New York
$3.2M -$15K -400 -0.5%
KLI
512
Kelman-Lazarov Inc
Tennessee
$3.2M -$296K -7,920 -8%
WCM
513
Washburn Capital Management
Florida
$3.19M -$139K -3,725 -4%
SFA
514
Sequoia Financial Advisors
Ohio
$3.18M +$31.6K +845 +1%
BB
515
Busey Bank
Illinois
$3.18M -$177K -4,725 -5%
HF
516
HRT Financial
New York
$3.15M -$5.8M -155,070 -65%
BNP Paribas Financial Markets
517
BNP Paribas Financial Markets
France
$3.15M -$525K -14,035 -14%
HSA
518
HBK Sorce Advisory
Pennsylvania
$3.15M -$2.82M -75,400 -47%
GTAM
519
Global Trust Asset Management
Florida
$3.12M +$77K +2,060 +3%
JWCA
520
J.W. Cole Advisors
Florida
$3.12M -$3.37M -90,115 -52%
CFS
521
CRA Financial Services
New Jersey
$3.11M -$29.9K -800 -0.9%
SCG
522
Sonata Capital Group
Washington
$3.09M -$5.98K -160 -0.2%
MSL
523
Mackay Shields LLC
New York
$3.09M +$3.12M +83,330 New
GT
524
Glenview Trust
Kentucky
$3.08M +$70.3K +1,880 +2%
FSG
525
Financial Strategies Group
Michigan
$3.07M -$368K -9,855 -11%

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.