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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
Mercer Global Advisors
601
Mercer Global Advisors
Colorado
$2.25M +$440K +11,770 +24%
FIM
602
Fernwood Investment Management
Massachusetts
$2.2M -$36.6K -980 -2%
CAG
603
Crestwood Advisors Group
Massachusetts
$2.19M -$68.2K -1,825 -3%
GC
604
Guggenheim Capital
Illinois
$2.17M -$96.3K -2,575 -4%
AC
605
Alley Company
Illinois
$2.16M +$57.9K +1,550 +3%
TCM
606
Traynor Capital Management
Pennsylvania
$2.15M +$681K +18,205 +51%
LC
607
LCNB Corp
Ohio
$2.15M -$9.35K -250 -0.4%
PG
608
Patten Group
Tennessee
$2.14M -$1.87K -50 -0.1%
HPWM
609
Highland Private Wealth Management
Washington
$2.13M +$2.24K +60 +0.1%
HAS
610
HBW Advisory Services
California
$2.13M -$147K -3,935 -6%
MSAM
611
Moloney Securities Asset Management
Missouri
$2.11M -$1.44M -38,515 -40%
MOACM
612
Mutual of America Capital Management
New York
$2.09M -$746K -19,955 -26%
BFO
613
Boston Family Office
Massachusetts
$2.09M +$24.3K +650 +1%
PPA
614
Parametric Portfolio Associates
Washington
$2.08M -$402K -10,755 -16%
ATWA
615
Arbor Trust Wealth Advisors
Michigan
$2.06M -$4.67K -125 -0.2%
SFS
616
Sowell Financial Services
Arkansas
$2.04M +$25.6K +685 +1%
SFI
617
SPC Financial Inc
Maryland
$2.04M -$1.26M -33,805 -38%
BFM
618
Broadview Financial Management
Wisconsin
$2.04M -$206K -5,510 -9%
PCG
619
Private Capital Group
Connecticut
$2.03M -$244K -6,525 -11%
CIAS
620
Capital Investment Advisory Services
North Carolina
$2.02M -$616K -16,465 -23%
CWM
621
Cranbrook Wealth Management
Michigan
$2.02M -$20.2K -540 -1%
BFG
622
Beacon Financial Group
Texas
$2.01M -$233K -6,240 -10%
DFA
623
Delta Financial Advisors
Louisiana
$2.01M +$187 +5 +0%
CBN
624
Cadence Bank NA
Texas
$2M -$344K -9,195 -15%
CRC
625
Curi RMB Capital
Illinois
$1.99M +$80.6K +2,155 +4%

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.