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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
CFO
626
CVA Family Office
Colorado
$1.98M +$15.5K +415 +0.8%
BSW
627
Buckingham Strategic Wealth
Missouri
$1.97M -$245K -6,545 -11%
RPC
628
Rossmore Private Capital
Connecticut
$1.97M +$228K +6,090 +13%
TRCT
629
Tower Research Capital (TRC)
New York
$1.96M -$5.22M -139,525 -73%
CBB
630
Citizens Business Bank
California
$1.95M -$90.3K -2,415 -4%
EB
631
Eastern Bank
Massachusetts
$1.95M -$66.4K -1,775 -3%
MOS
632
MGO One Seven
Ohio
$1.94M -$146K -3,910 -7%
EVM
633
Eaton Vance Management
Massachusetts
$1.94M +$27.1K +725 +1%
WF
634
Welch & Forbes
Massachusetts
$1.94M +$124K +3,330 +7%
GVAG
635
Great Valley Advisor Group
Delaware
$1.93M -$77.8K -2,080 -4%
ACM
636
AUA Capital Management
Pennsylvania
$1.92M +$351K +9,400 +22%
AIC
637
Ameritas Investment Company
Nebraska
$1.91M
FNBOSM
638
First National Bank of South Miami
Florida
$1.91M +$654K +17,495 +52%
CI
639
Cavalier Investments
Georgia
$1.91M -$896K -23,965 -32%
BWM
640
BigSur Wealth Management
Florida
$1.89M
TPSF
641
Texas Permanent School Fund
Texas
$1.88M +$1.89M +50,595 New
American Century Companies
642
American Century Companies
Missouri
$1.87M +$112K +3,000 +6%
BWM
643
BerganKDV Wealth Management
Minnesota
$1.86M -$1.61M -43,195 -46%
BRWA
644
B. Riley Wealth Advisors
Florida
$1.86M +$538K +14,400 +39%
AFG
645
Albion Financial Group
Utah
$1.86M -$135K -3,615 -7%
SIM
646
Stratos Investment Management
Ohio
$1.85M -$15K -400 -0.8%
CHC
647
City Holding Co
West Virginia
$1.84M +$149K +3,990 +9%
STA
648
Summit Trail Advisors
New York
$1.84M +$1M +26,845 +151%
HB
649
Homrich & Berg
Georgia
$1.84M -$244K -6,515 -12%
CCG
650
Cypress Capital Group
Florida
$1.84M -$146K -3,895 -7%

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.