We are live on ! Find out more
IJH icon

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
EK
676
Evensky & Katz
Florida
$1.61M -$152K -4,075 -9%
SGK
677
Steigerwald Gordon & Koch
Virginia
$1.58M -$56.8K -1,520 -3%
BRM
678
Boston Research & Management
Massachusetts
$1.58M -$17K -455 -1%
PW
679
Price Wealth
Texas
$1.58M -$528K -14,120 -25%
ABTD
680
Arvest Bank Trust Division
Oklahoma
$1.57M
PRWA
681
Platte River Wealth Advisors
Colorado
$1.57M -$47.7K -1,275 -3%
RMCM
682
Reynders McVeigh Capital Management
Massachusetts
$1.56M -$66.4K -1,775 -4%
HPC
683
HM Payson & Co
Maine
$1.56M -$296K -7,930 -16%
CCMD
684
Cypress Capital Management (Delaware)
Delaware
$1.55M +$107K +2,875 +7%
PJB
685
Paul John Balson
California
$1.54M
FSWA
686
Financial Synergies Wealth Advisors
Texas
$1.53M -$300K -8,030 -16%
CC
687
Cadinha & Co
Hawaii
$1.53M -$200K -5,350 -11%
CAM
688
Cozad Asset Management
Illinois
$1.53M +$149K +3,975 +11%
PCMC
689
Private Capital Management (Colorado)
Colorado
$1.53M -$80.8K -2,160 -5%
CCM
690
Condor Capital Management
New Jersey
$1.53M -$90.3K -2,415 -6%
HIA
691
Harbor Investment Advisory
Maryland
$1.52M -$123K -3,280 -7%
BWL
692
Bogart Wealth LLC
Virginia
$1.52M -$187 -5 -0%
MMHP
693
Murphy Middleton Hinkle & Parker
Georgia
$1.51M -$11.8K -315 -0.8%
SFG
694
SevenBridge Financial Group
Pennsylvania
$1.51M +$156K +4,170 +11%
V
695
VeraBank
Texas
$1.5M -$59.8K -1,600 -4%
KIA
696
KCM Investment Advisors
California
$1.5M -$291K -7,790 -16%
KA
697
Kovack Advisors
Florida
$1.49M +$106K +2,825 +8%
CSIC
698
Clifford Swan Investment Counsel
California
$1.49M +$18.7K +500 +1%
3F
699
360 Financial
Minnesota
$1.49M +$58.5K +1,565 +4%
BC
700
Bartlett & Co
Ohio
$1.48M +$163K +4,355 +12%

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.