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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
AC
551
Alexandria Capital
Virginia
$2.72M -$279K -8,410 -10%
MOACM
552
Mutual of America Capital Management
New York
$2.72M -$42.8K -1,290 -2%
UBV
553
United Bank (Virginia)
Virginia
$2.71M +$2.66K +80 +0.1%
SAS
554
Stelac Advisory Services
New York
$2.71M -$542K -16,325 -18%
WPW
555
Waldron Private Wealth
Pennsylvania
$2.69M -$930K -28,015 -27%
CWM
556
CCG Wealth Management
California
$2.69M +$360K +10,835 +17%
ST
557
Sabal Trust
Florida
$2.68M -$8.3K -250 -0.3%
CI
558
Cavalier Investments
Georgia
$2.68M +$714K +21,505 +40%
SA
559
Silversage Advisors
California
$2.68M +$1.01M +30,325 +89%
LWPC
560
Legacy Wealth Partners (California)
California
$2.65M +$128K +3,855 +5%
BCMO
561
Buckingham Capital Management (Ohio)
Ohio
$2.64M +$238K +7,175 +11%
TCM
562
Twin Capital Management
Pennsylvania
$2.64M +$2.47M +74,325 New
VWM
563
Valley Wealth Managers
New Jersey
$2.62M -$60.4K -1,820 -2%
BHIA
564
Birch Hill Investment Advisors
Massachusetts
$2.61M -$66.4K -2,000 -3%
WA
565
Wilshire Advisors
California
$2.6M +$2.43M +73,075 New
DC
566
Davenport & Co
Virginia
$2.6M -$37.2K -1,120 -2%
SWP
567
Summit Wealth Partners
Florida
$2.58M +$1.14M +34,380 +90%
Renaissance Technologies
568
Renaissance Technologies
New York
$2.58M +$1.66M +50,000 +222%
MPCG
569
Matrix Private Capital Group
New York
$2.54M +$263K +7,920 +12%
NDSI
570
Newman Dignan & Sheerar Inc
Rhode Island
$2.53M -$58.4K -1,760 -3%
CIAS
571
Capital Investment Advisory Services
North Carolina
$2.52M +$579K +17,430 +33%
NL
572
NEPC LLC
Massachusetts
$2.52M
WQ
573
Wealth Quarterback
New Jersey
$2.52M +$26.9K +810 +1%
SIAP
574
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.5M -$33.2K -1,000 -2%
MWP
575
Moller Wealth Partners
$2.5M -$235K -7,085 -9%

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.