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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
IP
651
Investment Partners
Ohio
$1.81M +$6.17K +165 +0.3%
LWM
652
Lionsbridge Wealth Management
Florida
$1.81M +$65K +1,740 +4%
TAM
653
Townsend Asset Management
North Carolina
$1.81M -$69.5K -1,860 -4%
AWM
654
Atticus Wealth Management
Florida
$1.8M +$1.58M +42,275 +676%
NB
655
NBT Bank
New York
$1.79M -$193K -5,170 -10%
HIMC
656
Heritage Investors Management Corp
Maryland
$1.79M +$14.4K +385 +0.8%
CIC
657
Carnegie Investment Counsel
Ohio
$1.79M -$66.2K -1,770 -4%
QCM
658
Quest Capital Management
Texas
$1.78M -$91.6K -2,450 -5%
CFD
659
Creative Financial Designs
Indiana
$1.77M -$80.4K -2,150 -4%
AIA
660
Arcadia Investment Advisors
Idaho
$1.77M -$9.72K -260 -0.5%
SCM
661
Smith Capital Management
Arkansas
$1.76M -$5.05K -135 -0.3%
FMW
662
Farr Miller & Washington
District of Columbia
$1.76M +$97.6K +2,610 +6%
TVAMP
663
Tennessee Valley Asset Management Partners
Tennessee
$1.76M +$241K +6,450 +16%
CNB
664
Camden National Bank
Maine
$1.75M +$386K +10,330 +28%
FWP
665
FAS Wealth Partners
Kansas
$1.74M -$67.9K -1,815 -4%
EFL
666
ERn Financial LLC
Wisconsin
$1.73M +$935 +25 +0.1%
PWM
667
Perigon Wealth Management
California
$1.72M -$352K -9,415 -17%
VFA
668
Valeo Financial Advisors
Indiana
$1.71M -$89.9K -2,405 -5%
BFA
669
Beacon Financial Advisory
Ohio
$1.71M +$98.5K +2,635 +6%
BF
670
Blankinship & Foster
California
$1.69M -$36.5K -975 -2%
1IA
671
1834 Investment Advisors
Wisconsin
$1.65M -$42.1K -1,125 -2%
BCWM
672
Blue Chip Wealth Management
Florida
$1.65M +$1.5K +40 +0.1%
MCM
673
Monument Capital Management
Virginia
$1.63M +$1.64M +43,995 New
HL
674
HeadInvest LLC
Maine
$1.63M +$200K +5,350 +14%
ACM
675
Azimuth Capital Management
Michigan
$1.61M +$230K +6,160 +17%

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.