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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
HPC
651
HM Payson & Co
Maine
$1.78M +$427K +12,850 +35%
CFD
652
Creative Financial Designs
Indiana
$1.78M +$112K +3,360 +7%
CIC
653
Carnegie Investment Counsel
Ohio
$1.78M +$148K +4,450 +10%
FSWA
654
Financial Synergies Wealth Advisors
Texas
$1.76M +$311K +9,365 +23%
WF
655
Welch & Forbes
Massachusetts
$1.74M +$117K +3,520 +8%
FWP
656
FAS Wealth Partners
Kansas
$1.74M -$132K -3,960 -7%
Mercer Global Advisors
657
Mercer Global Advisors
Colorado
$1.74M +$84.2K +2,535 +5%
IP
658
Investment Partners
Ohio
$1.73M +$14.6K +440 +0.9%
VFA
659
Valeo Financial Advisors
Indiana
$1.72M -$406K -12,225 -20%
KIA
660
KCM Investment Advisors
California
$1.72M +$288K +8,670 +22%
AIA
661
Arcadia Investment Advisors
Idaho
$1.71M -$38.4K -1,155 -2%
HIMC
662
Heritage Investors Management Corp
Maryland
$1.7M +$65.8K +1,980 +4%
SCM
663
Smith Capital Management
Arkansas
$1.7M +$369K +11,110 +30%
CBT
664
Central Bank & Trust
Kentucky
$1.7M +$96.5K +2,905 +6%
EK
665
Evensky & Katz
Florida
$1.69M -$127K -3,825 -7%
American Century Companies
666
American Century Companies
Missouri
$1.69M +$216K +6,500 +16%
RPC
667
Rossmore Private Capital
Connecticut
$1.67M -$293K -8,815 -16%
LWM
668
Lionsbridge Wealth Management
Florida
$1.67M +$1.56M +47,020 New
CC
669
Cadinha & Co
Hawaii
$1.66M +$1.07M +32,350 +225%
EFL
670
ERn Financial LLC
Wisconsin
$1.66M -$664K -19,995 -30%
BF
671
Blankinship & Foster
California
$1.65M +$224K +6,750 +17%
CHC
672
City Holding Co
West Virginia
$1.63M +$148K +4,460 +11%
1IA
673
1834 Investment Advisors
Wisconsin
$1.63M +$36.5K +1,100 +2%
MFG
674
Merit Financial Group
Georgia
$1.6M -$1.12M -33,835 -43%
FMW
675
Farr Miller & Washington
District of Columbia
$1.6M -$69.4K -2,090 -4%

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.