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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
BCWM
701
Bartlett & Co Wealth Management
Ohio
$1.48M +$163K +4,355 +12%
SC
702
Sepio Capital
Utah
$1.47M
LNB
703
Ledyard National Bank
$1.47M -$426K -11,385 -22%
TPA
704
Trivium Point Advisory
Connecticut
$1.46M -$15.5K -415 -1%
SWM
705
Southern Wealth Management
Texas
$1.45M +$52.2K +1,395 +4%
TGAM
706
TBH Global Asset Management
Tennessee
$1.44M -$5.61K -150 -0.4%
EWA
707
EP Wealth Advisors
California
$1.44M -$164K -4,390 -10%
WDL
708
Well Done LLC
Michigan
$1.42M +$15.9K +425 +1%
LIA
709
LBMC Investment Advisors
Tennessee
$1.42M +$374 +10 +0%
VIM
710
Vista Investment Management
Pennsylvania
$1.41M -$45.8K -1,225 -3%
GIA
711
Granite Investment Advisors
New Hampshire
$1.41M -$21.7K -580 -2%
MGIA
712
Moneta Group Investment Advisors
Missouri
$1.4M -$2.09M -55,975 -60%
MFG
713
Merit Financial Group
Georgia
$1.4M -$275K -7,345 -16%
IC
714
IEQ Capital
California
$1.4M +$17.8K +475 +1%
HC
715
HNP Capital
New York
$1.39M -$204K -5,445 -14%
EI
716
Ellevest Inc
New York
$1.38M +$14.8K +395 +1%
SC
717
Savant Capital
Illinois
$1.37M -$57.9K -1,550 -4%
GC
718
Gilbert & Cook
Iowa
$1.37M +$29K +775 +2%
LSA
719
Lion Street Advisors
Texas
$1.36M +$952K +25,460 +236%
RT
720
Rockland Trust
Massachusetts
$1.36M -$253K -6,770 -16%
OFS
721
Oldfather Financial Services
Nebraska
$1.36M +$3.92K +105 +0.3%
CSPIA
722
Cary Street Partners Investment Advisory
Virginia
$1.36M +$799K +21,385 +140%
Invesco
723
Invesco
Georgia
$1.36M -$90.5K -2,420 -6%
CW
724
CreativeOne Wealth
Kansas
$1.34M -$19.6K -525 -1%
HCA
725
Harbour Capital Advisors
Virginia
$1.34M +$9.35K +250 +0.7%

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.