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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
RIA
576
Regal Investment Advisors
Michigan
$2.52M -$625K -16,710 -20%
DC
577
Davenport & Co
Virginia
$2.52M -$192K -5,130 -7%
APA
578
American Portfolios Advisors
New York
$2.51M +$12.3K +330 +0.5%
SIAP
579
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.51M -$59.6K -1,595 -4%
AI
580
Atria Investments
North Carolina
$2.5M -$883K -23,620 -26%
NEAM
581
New England Asset Management
Connecticut
$2.5M
CC
582
Cedar Capital
Illinois
$2.49M -$3.65M -97,515 -59%
SNT
583
Security National Trust
West Virginia
$2.47M +$29.9K +800 +1%
PWAG
584
Polaris Wealth Advisory Group
California
$2.46M +$430K +11,500 +22%
PCM
585
Perritt Capital Management
Illinois
$2.44M +$26K +695 +1%
FTC
586
Farmers Trust Company
Ohio
$2.44M -$136K -3,650 -5%
NDSI
587
Newman Dignan & Sheerar Inc
Rhode Island
$2.43M -$69K -1,845 -3%
VCM
588
Vivaldi Capital Management
Illinois
$2.41M -$5.23K -140 -0.2%
ECG
589
Edge Capital Group
Georgia
$2.4M -$519K -13,885 -18%
AWA
590
Arete Wealth Advisors
Illinois
$2.38M -$122K -3,275 -5%
TSWM
591
Triangle Securities Wealth Management
North Carolina
$2.37M +$26.2K +700 +1%
GFP
592
Gryphon Financial Partners
Ohio
$2.35M -$8.22K -220 -0.3%
PR
593
Payden & Rygel
California
$2.35M +$19.3K +515 +0.8%
GL
594
Graypoint LLC
New York
$2.3M +$125K +3,340 +6%
FNBOO
595
First National Bank of Omaha
Nebraska
$2.29M +$53.3K +1,425 +2%
PA
596
Pinnacle Associates
New York
$2.28M +$5.23K +140 +0.2%
SF
597
Synovus Financial
Georgia
$2.28M +$283K +7,570 +14%
CTC
598
Central Trust Company
Missouri
$2.26M -$40K -1,070 -2%
FA
599
FC Advisory
Pennsylvania
$2.25M -$12.5K -335 -0.5%
CS
600
Credit Suisse
Switzerland
$2.25M -$7.23M -193,465 -76%

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.