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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
VIM
701
Vista Investment Management
Pennsylvania
$1.4M +$91.5K +2,755 +8%
Invesco
702
Invesco
Georgia
$1.39M -$30.6M -921,350 -96%
TGAM
703
TBH Global Asset Management
Tennessee
$1.39M -$303K -9,120 -19%
CCMD
704
Cypress Capital Management (Delaware)
Delaware
$1.38M +$129K +3,875 +11%
SC
705
Savant Capital
Illinois
$1.37M +$3.98K +120 +0.3%
HL
706
HeadInvest LLC
Maine
$1.37M +$296K +8,900 +30%
CCM
707
Colorado Capital Management
Colorado
$1.37M -$103K -3,105 -7%
GIA
708
Granite Investment Advisors
New Hampshire
$1.37M -$1.66K -50 -0.1%
FCB
709
First Command Bank
Texas
$1.37M +$557K +16,765 +77%
FCFS
710
First Command Financial Services
Texas
$1.37M +$557K +16,765 +77%
SDIC
711
South Dakota Investment Council
South Dakota
$1.37M -$146K -4,400 -10%
LIA
712
LBMC Investment Advisors
Tennessee
$1.36M -$13.3K -400 -1%
3F
713
360 Financial
Minnesota
$1.35M +$271K +8,170 +27%
WDL
714
Well Done LLC
Michigan
$1.35M -$753K -22,675 -37%
SWM
715
Southern Wealth Management
Texas
$1.34M -$8.14K -245 -0.6%
KA
716
Kovack Advisors
Florida
$1.33M +$875K +26,360 +239%
ACM
717
Azimuth Capital Management
Michigan
$1.33M -$565K -17,000 -31%
CAM
718
Cozad Asset Management
Illinois
$1.33M +$1.24M +37,340 New
AF
719
Apexium Financial
Texas
$1.33M -$444K -13,365 -26%
IC
720
IEQ Capital
California
$1.32M -$982K -29,575 -44%
TFF
721
The Family Firm
Maryland
$1.32M -$28.1K -845 -2%
EI
722
Ellevest Inc
New York
$1.31M +$15.4K +465 +1%
CW
723
CreativeOne Wealth
Kansas
$1.31M -$10.5K -315 -0.8%
CNB
724
Camden National Bank
Maine
$1.31M +$2.33K +70 +0.2%
IF
725
Intrua Financial
Texas
$1.3M +$1.11M +33,355 New

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.