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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
MPCG
551
Matrix Private Capital Group
New York
$2.78M +$136K +3,650 +5%
WA
552
Wilshire Advisors
California
$2.73M +$25.6K +685 +0.9%
VC
553
Vestor Capital
Illinois
$2.73M +$2.75M +73,625 New
CBT
554
Central Bank & Trust
Kentucky
$2.72M +$960K +25,675 +54%
MHS
555
M Holdings Securities
Oregon
$2.71M +$162K +4,325 +6%
VOYA Investment Management
556
VOYA Investment Management
Georgia
$2.69M +$1.39M +37,225 +105%
RA
557
RFG Advisory
Alabama
$2.69M +$426K +11,400 +19%
BHIA
558
Birch Hill Investment Advisors
Massachusetts
$2.69M -$32.9K -880 -1%
BBHC
559
Brown Brothers Harriman & Co
New York
$2.66M +$148K +3,970 +6%
UBV
560
United Bank (Virginia)
Virginia
$2.64M -$188K -5,030 -7%
NL
561
NEPC LLC
Massachusetts
$2.63M +$9.35K +250 +0.4%
AC
562
Alexandria Capital
Virginia
$2.63M -$205K -5,475 -7%
EWF
563
Epstein & White Financial
California
$2.62M +$73.3K +1,960 +3%
MWP
564
Moller Wealth Partners
$2.61M
TNB
565
TCF National Bank
South Dakota
$2.6M +$259K +6,940 +11%
SBLIC
566
Security Benefit Life Insurance Company
Kansas
$2.59M
MYIA
567
Mount Yale Investment Advisors
Colorado
$2.56M +$107K +2,860 +4%
Deutsche Bank
568
Deutsche Bank
Germany
$2.56M -$317K -8,480 -11%
AA
569
Advisory Alpha
Michigan
$2.55M -$559K -14,965 -19%
CWM
570
CCG Wealth Management
California
$2.54M -$257K -6,875 -9%
SAS
571
Stelac Advisory Services
New York
$2.54M -$284K -7,590 -10%
VWM
572
Valley Wealth Managers
New Jersey
$2.54M -$196K -5,250 -7%
AAMC
573
Asset Allocation & Management Company
Illinois
$2.53M
NEPWA
574
New England Private Wealth Advisors
Massachusetts
$2.52M +$11.8K +315 +0.5%
WQ
575
Wealth Quarterback
New Jersey
$2.52M

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.