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
TAIM
51
TD Ameritrade Investment Management
Nebraska
$84.4M -$19.2M -514,150 -18%
HTC
52
Haverford Trust Company
Pennsylvania
$84.3M -$365K -9,755 -0.4%
State Street
53
State Street
Massachusetts
$83.7M +$2.08M +55,620 +3%
US Bancorp
54
US Bancorp
Minnesota
$77.8M +$1.77M +47,305 +2%
LW
55
Linscomb Wealth
Texas
$76.5M +$878K +23,475 +1%
SSB
56
Sandy Spring Bank
Maryland
$74.2M +$1.24M +33,205 +2%
LWMT
57
Legacy Wealth Management (Tennessee)
Tennessee
$73.6M -$1.97M -52,810 -3%
WAM
58
Wealthspire Advisors (Maryland)
Maryland
$73.2M +$41.4M +1,107,495 +128%
UCFA
59
United Capital Financial Advisors
Texas
$70.7M -$439K -11,730 -0.6%
PI
60
PFS Investments
Georgia
$67M +$50.7M +1,354,985 +300%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$66.8M +$4.27M +114,190 +7%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$66.5M -$2.2M -58,845 -3%
MPWT
63
MassMutual Private Wealth & Trust
Connecticut
$66.3M -$4.37M -116,860 -6%
TF
64
TIAA FSB
Florida
$64.9M -$4M -107,055 -6%
AIM
65
Acropolis Investment Management
Missouri
$64M -$10.7M -284,995 -14%
Mariner
66
Mariner
Kansas
$62.6M +$3.17M +84,895 +5%
BFPW
67
BOK Financial Private Wealth
Colorado
$61M -$196K -5,250 -0.3%
HighTower Advisors
68
HighTower Advisors
Illinois
$60.9M +$1.62M +43,265 +3%
BF
69
BOK Financial
Oklahoma
$60.2M -$1.67M -44,640 -3%
SHGA
70
Sand Hill Global Advisors
California
$58M +$16.6K +445 +0%
AFG
71
Arkansas Financial Group
Arkansas
$57.2M -$692K -18,500 -1%
MML Investors Services
72
MML Investors Services
Massachusetts
$56.8M +$3.74M +99,965 +7%
VC
73
Vicus Capital
Pennsylvania
$55.4M +$851K +22,760 +2%
NAM
74
NorthCoast Asset Management
Connecticut
$54M +$232K +6,210 +0.4%
CFG
75
Citizens Financial Group
Rhode Island
$53.3M +$12M +321,350 +29%

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.