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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
ZIM
526
Zacks Investment Management
Illinois
$3.06M +$893K +23,890 +41%
FBA
527
Front Barnett Associates
Illinois
$3.04M +$6.54K +175 +0.2%
WR
528
Watson Rebecca
$3.04M -$595K -15,920 -16%
GWMIA
529
Global Wealth Management Investment Advisory
Florida
$3.03M +$72.7K +1,945 +2%
CGI
530
Cougar Global Investments
Ontario, Canada
$3.02M -$224K -5,995 -7%
CRCM
531
Corbett Road Capital Management
Virginia
$3.02M -$463K -12,395 -13%
KWM
532
Kingsview Wealth Management
Oregon
$3M -$198K -5,285 -6%
BIA
533
Bigelow Investment Advisors
Maine
$3M -$85.6K -2,290 -3%
GFS
534
GYL Financial Synergies
Connecticut
$3M -$203K -5,430 -6%
CFA
535
Cahill Financial Advisors
Minnesota
$2.99M -$201K -5,380 -6%
HWM
536
HighMark Wealth Management
Minnesota
$2.97M -$1.68K -45 -0.1%
FLA
537
Financial Life Advisors
Texas
$2.97M +$106K +2,825 +4%
LWPC
538
Legacy Wealth Partners (California)
California
$2.92M +$159K +4,255 +6%
UF
539
Univest Financial
Pennsylvania
$2.9M -$6.92K -185 -0.2%
HWA
540
Heritage Way Advisors
Illinois
$2.87M -$33.5K -895 -1%
BCMO
541
Buckingham Capital Management (Ohio)
Ohio
$2.86M +$109K +2,910 +4%
EP
542
Edgestream Partners
New Jersey
$2.86M +$2.88M +77,120 New
LPT
543
Legacy Private Trust
Wisconsin
$2.82M -$133K -3,550 -4%
UBG
544
United Bank (Georgia)
Georgia
$2.81M -$245K -6,555 -8%
PCM
545
Parsons Capital Management
Rhode Island
$2.8M -$101K -2,695 -3%
GWM
546
Geneos Wealth Management
Colorado
$2.8M -$882K -23,585 -23%
WPW
547
Waldron Private Wealth
Pennsylvania
$2.8M +$187 +5 +0%
TI
548
Trexquant Investment
Connecticut
$2.79M +$638K +17,055 +29%
SWP
549
Summit Wealth Partners
Florida
$2.78M +$98.1K +2,625 +4%
TCM
550
Twin Capital Management
Pennsylvania
$2.78M +$25.6K +685 +0.9%

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.