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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
PWM
626
Perigon Wealth Management
California
$1.99M -$34.5K -1,040 -2%
BFO
627
Boston Family Office
Massachusetts
$1.98M +$2.82K +85 +0.2%
ATWA
628
Arbor Trust Wealth Advisors
Michigan
$1.98M -$108K -3,250 -6%
CBB
629
Citizens Business Bank
California
$1.96M +$567K +17,070 +45%
CWM
630
Cranbrook Wealth Management
Michigan
$1.96M -$1.13M -34,085 -38%
SFS
631
Sowell Financial Services
Arkansas
$1.93M +$69.4K +2,090 +4%
EB
632
Eastern Bank
Massachusetts
$1.93M
PWM
633
Provident Wealth Management
Tennessee
$1.93M -$59.3K -1,785 -3%
DFA
634
Delta Financial Advisors
Louisiana
$1.93M
GVAG
635
Great Valley Advisor Group
Delaware
$1.92M -$92.7K -2,790 -5%
SF
636
Synovus Financial
Georgia
$1.92M -$473K -14,230 -21%
AFG
637
Albion Financial Group
Utah
$1.91M -$44.8K -1,350 -2%
AIC
638
Ameritas Investment Company
Nebraska
$1.91M -$14.8M -444,255 -89%
NB
639
NBT Bank
New York
$1.9M +$30.7K +925 +2%
CCG
640
Cypress Capital Group
Florida
$1.9M +$164K +4,945 +10%
CFO
641
CVA Family Office
Colorado
$1.89M -$90.2K -2,715 -5%
EVM
642
Eaton Vance Management
Massachusetts
$1.83M +$167K +5,040 +11%
PWAG
643
Polaris Wealth Advisory Group
California
$1.83M +$191K +5,755 +12%
CRC
644
Curi RMB Capital
Illinois
$1.83M
BWM
645
BigSur Wealth Management
Florida
$1.81M
BFO
646
Biltmore Family Office
North Carolina
$1.81M -$914K -27,520 -35%
LNB
647
Ledyard National Bank
$1.81M -$86K -2,590 -5%
TAM
648
Townsend Asset Management
North Carolina
$1.8M -$35K -1,055 -2%
QCM
649
Quest Capital Management
Texas
$1.8M -$16.3K -490 -1%
SIM
650
Stratos Investment Management
Ohio
$1.79M +$159K +4,795 +11%

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.