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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
SBLIC
576
Security Benefit Life Insurance Company
Kansas
$2.49M
IF
577
Ironwood Financial
Arizona
$2.48M +$55.5K +1,670 +2%
FTC
578
Farmers Trust Company
Ohio
$2.47M -$4.15K -125 -0.2%
TNB
579
TCF National Bank
South Dakota
$2.46M +$68.9K +2,075 +3%
MHS
580
M Holdings Securities
Oregon
$2.45M -$3.49M -105,175 -60%
EWF
581
Epstein & White Financial
California
$2.44M +$366K +11,010 +19%
AAMC
582
Asset Allocation & Management Company
Illinois
$2.43M
BBHC
583
Brown Brothers Harriman & Co
New York
$2.41M -$49.3K -1,485 -2%
NEAM
584
New England Asset Management
Connecticut
$2.4M
APA
585
American Portfolios Advisors
New York
$2.4M -$471K -14,170 -17%
NEPWA
586
New England Private Wealth Advisors
Massachusetts
$2.39M +$1.16K +35 +0.1%
PPA
587
Parametric Portfolio Associates
Washington
$2.38M +$215K +6,470 +11%
MYIA
588
Mount Yale Investment Advisors
Colorado
$2.36M -$274K -8,250 -11%
RWB
589
RMR Wealth Builders
New Jersey
$2.35M +$2.2M +66,155 New
AWA
590
Arete Wealth Advisors
Illinois
$2.35M -$202K -6,085 -8%
SNT
591
Security National Trust
West Virginia
$2.34M -$1.66K -50 -0.1%
PCM
592
Perritt Capital Management
Illinois
$2.32M -$270K -8,145 -11%
GFP
593
Gryphon Financial Partners
Ohio
$2.27M +$23.1K +695 +1%
LCOV
594
London Company of Virginia
Virginia
$2.26M -$4.56M -137,345 -68%
CBN
595
Cadence Bank NA
Texas
$2.25M -$167K -5,015 -7%
TSWM
596
Triangle Securities Wealth Management
North Carolina
$2.25M +$57.9K +1,745 +3%
VCM
597
Vivaldi Capital Management
Illinois
$2.24M +$66.4K +2,000 +4%
PR
598
Payden & Rygel
California
$2.23M +$12K +360 +0.6%
CTC
599
Central Trust Company
Missouri
$2.21M -$92.2K -2,775 -4%
PA
600
Pinnacle Associates
New York
$2.19M +$250K +7,525 +14%

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.