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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
CGFA
526
Colton Groome Financial Advisors
North Carolina
$3.02M +$1.98M +59,550 +233%
CFS
527
CRA Financial Services
New Jersey
$3.01M -$440K -13,235 -14%
RIA
528
Regal Investment Advisors
Michigan
$3.01M +$544K +16,375 +24%
CPA
529
Clear Perspective Advisors
Illinois
$3M -$225K -6,785 -7%
SCG
530
Sonata Capital Group
Washington
$2.97M -$47.8K -1,440 -2%
PAG
531
Pinnacle Advisory Group
Maryland
$2.97M -$299K -9,000 -10%
BIA
532
Bigelow Investment Advisors
Maine
$2.96M -$548K -16,500 -17%
PWA
533
Physician Wealth Advisors
Utah
$2.95M +$1.05M +31,695 +72%
UBG
534
United Bank (Georgia)
Georgia
$2.93M -$32.4K -975 -1%
FBA
535
Front Barnett Associates
Illinois
$2.91M +$122K +3,675 +5%
GT
536
Glenview Trust
Kentucky
$2.89M +$1.28M +38,540 +90%
ARG
537
Advisory Resource Group
Oklahoma
$2.89M +$713K +21,475 +36%
GTAM
538
Global Trust Asset Management
Florida
$2.88M +$631K +19,005 +31%
HWM
539
HighMark Wealth Management
Minnesota
$2.87M -$11K -330 -0.4%
FAIM
540
Financial Advocates Investment Management
Washington
$2.86M -$66.4K -2,000 -2%
GWMIA
541
Global Wealth Management Investment Advisory
Florida
$2.84M +$94.1K +2,835 +4%
LPT
542
Legacy Private Trust
Wisconsin
$2.83M -$302K -9,105 -10%
ECG
543
Edge Capital Group
Georgia
$2.8M -$112K -3,360 -4%
HWA
544
Heritage Way Advisors
Illinois
$2.79M -$31.5K -950 -1%
UF
545
Univest Financial
Pennsylvania
$2.79M +$344K +10,350 +15%
PCM
546
Parsons Capital Management
Rhode Island
$2.78M -$23.6K -710 -0.9%
ECM
547
Exchange Capital Management
Michigan
$2.77M +$248K +7,470 +11%
Deutsche Bank
548
Deutsche Bank
Germany
$2.76M -$1.1M -33,090 -30%
FLA
549
Financial Life Advisors
Texas
$2.75M -$228K -6,855 -8%
FFS
550
Founders Financial Securities
Maryland
$2.73M -$1.09M -32,720 -30%

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.