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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
HAS
601
HBW Advisory Services
California
$2.18M +$1.02M +30,600 +100%
PCG
602
Private Capital Group
Connecticut
$2.18M -$2.49K -75 -0.1%
RA
603
RFG Advisory
Alabama
$2.17M -$580K -17,465 -22%
GC
604
Guggenheim Capital
Illinois
$2.17M
FA
605
FC Advisory
Pennsylvania
$2.17M +$40.7K +1,225 +2%
CAG
606
Crestwood Advisors Group
Massachusetts
$2.17M -$48.2K -1,450 -2%
BFM
607
Broadview Financial Management
Wisconsin
$2.15M -$251K -7,570 -11%
FIM
608
Fernwood Investment Management
Massachusetts
$2.15M -$25.7K -775 -1%
FNBOO
609
First National Bank of Omaha
Nebraska
$2.15M -$54.8K -1,650 -3%
BSW
610
Buckingham Strategic Wealth
Missouri
$2.13M +$46.7K +1,405 +2%
BFG
611
Beacon Financial Group
Texas
$2.13M +$424K +12,775 +27%
SW
612
StrongBox Wealth
Missouri
$2.12M -$2.16K -65 -0.1%
LWAC
613
Laurel Wealth Advisors (California)
California
$2.12M -$487K -14,670 -20%
ZIM
614
Zacks Investment Management
Illinois
$2.09M +$756K +22,780 +63%
GL
615
Graypoint LLC
New York
$2.09M -$487K -14,650 -20%
LC
616
LCNB Corp
Ohio
$2.07M -$85.2K -2,565 -4%
TI
617
Trexquant Investment
Connecticut
$2.07M -$2.2M -66,195 -53%
PG
618
Patten Group
Tennessee
$2.05M -$72.2K -2,175 -4%
HR
619
Hayden Royal
North Carolina
$2.05M +$999K +30,075 +109%
HPWM
620
Highland Private Wealth Management
Washington
$2.05M -$111K -3,345 -5%
AC
621
Alley Company
Illinois
$2.02M +$22.3K +670 +1%
PW
622
Price Wealth
Texas
$2.02M -$1.76M -52,860 -48%
MOS
623
MGO One Seven
Ohio
$2M +$21.9K +660 +1%
HB
624
Homrich & Berg
Georgia
$2M +$584K +17,590 +46%
SIA
625
Starfire Investment Advisers
Michigan
$2M -$33.9K -1,020 -2%

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.