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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
BCWM
676
Blue Chip Wealth Management
Florida
$1.58M -$9.3K -280 -0.6%
HIA
677
Harbor Investment Advisory
Maryland
$1.58M +$69.2K +2,085 +5%
SGK
678
Steigerwald Gordon & Koch
Virginia
$1.57M -$23.2K -700 -2%
RMCM
679
Reynders McVeigh Capital Management
Massachusetts
$1.56M +$398K +11,985 +37%
PRWA
680
Platte River Wealth Advisors
Colorado
$1.56M +$1.45M +43,615 New
CCM
681
Condor Capital Management
New Jersey
$1.55M -$41.8K -1,260 -3%
RT
682
Rockland Trust
Massachusetts
$1.55M -$474K -14,285 -25%
PCMC
683
Private Capital Management (Colorado)
Colorado
$1.54M +$37.7K +1,135 +3%
FCA
684
FinTrust Capital Advisors
South Carolina
$1.54M +$152K +4,565 +12%
BFA
685
Beacon Financial Advisory
Ohio
$1.54M -$38.4K -1,155 -3%
BRM
686
Boston Research & Management
Massachusetts
$1.54M +$677K +20,400 +89%
EWA
687
EP Wealth Advisors
California
$1.53M -$1.1M -33,110 -43%
ACM
688
AUA Capital Management
Pennsylvania
$1.51M -$312K -9,400 -18%
ABTD
689
Arvest Bank Trust Division
Oklahoma
$1.51M -$2.49K -75 -0.2%
V
690
VeraBank
Texas
$1.5M -$6.97K -210 -0.5%
PJB
691
Paul John Balson
California
$1.48M +$169K +5,095 +14%
MMHP
692
Murphy Middleton Hinkle & Parker
Georgia
$1.46M -$17.4K -525 -1%
BWL
693
Bogart Wealth LLC
Virginia
$1.46M +$11.6K +350 +0.9%
TVAMP
694
Tennessee Valley Asset Management Partners
Tennessee
$1.46M +$123K +3,700 +10%
TPA
695
Trivium Point Advisory
Connecticut
$1.43M -$216K -6,495 -14%
MC
696
Moors & Cabot
Massachusetts
$1.43M -$122K -3,680 -8%
VRM
697
Vectors Research Management
New York
$1.41M -$38.5K -1,160 -3%
HC
698
HNP Capital
New York
$1.41M -$10.6M -318,275 -89%
CSIC
699
Clifford Swan Investment Counsel
California
$1.41M -$9.3K -280 -0.7%
SC
700
Sepio Capital
Utah
$1.41M

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.