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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
HTC
51
Haverford Trust Company
Pennsylvania
$81.2M -$647K -19,480 -0.8%
State Street
52
State Street
Massachusetts
$78.3M -$11M -331,295 -13%
US Bancorp
53
US Bancorp
Minnesota
$73M +$8.88M +267,550 +15%
LW
54
Linscomb Wealth
Texas
$72.6M +$5.88M +176,925 +9%
LWMT
55
Legacy Wealth Management (Tennessee)
Tennessee
$72.5M -$30.1M -907,615 -31%
AIM
56
Acropolis Investment Management
Missouri
$71.6M -$15.9M -478,035 -19%
SSB
57
Sandy Spring Bank
Maryland
$70.1M +$54.3K +1,635 +0.1%
UCFA
58
United Capital Financial Advisors
Texas
$68.2M -$38.9K -1,170 -0.1%
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
$67.8M -$667K -20,085 -1%
TF
60
TIAA FSB
Florida
$66.1M -$9.83M -296,080 -14%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$65.9M -$5.32M -160,230 -8%
FWM
62
FFT Wealth Management
Pennsylvania
$64.8M +$1,000K +30,100 +2%
VFA
63
Voya Financial Advisors
Connecticut
$62M +$33.3M +1,002,075 +131%
GSWM
64
Golden State Wealth Management
California
$60.4M +$65.8M +1,982,210 +1,939%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$60.1M -$1.05M -31,490 -2%
BF
66
BOK Financial
Oklahoma
$59.4M -$18.9M -567,815 -25%
HI
67
Horizon Investments
North Carolina
$59.1M +$53.4M +1,608,755 +2,967%
SIC
68
Sigma Investment Counselors
Michigan
$58.9M -$1.49M -44,905 -3%
BFPW
69
BOK Financial Private Wealth
Colorado
$58.7M -$8.43M -253,975 -13%
Mariner
70
Mariner
Kansas
$57.1M +$15.4M +464,235 +41%
HighTower Advisors
71
HighTower Advisors
Illinois
$56.9M +$8.37M +251,975 +19%
SHGA
72
Sand Hill Global Advisors
California
$55.7M +$50.8M +1,528,245 +4,127%
AFG
73
Arkansas Financial Group
Arkansas
$55.6M -$17.6K -530 -0%
VA
74
Valmark Advisers
Ohio
$53.6M -$77.6M -2,337,150 -61%
FT
75
Fiduciary Trust
Massachusetts
$52.7M +$3.7M +111,375 +8%

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.