iShares Core S&P Mid-Cap ETF
IJH
1,583 hedge funds and large institutions have $38.5B invested in iShares Core S&P Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 555 increasing their positions, 594 reducing their positions, and 41 closing their positions.
512% more first-time investments, than exits
New positions opened: 251 | Existing positions closed: 41
101% more call options, than puts
Call options by funds: $53.5M | Put options by funds: $26.6M
24% more capital invested
Capital invested by funds: $31B → $38.5B (+$7.49B)
16% more funds holding in top 10
Funds holding in top 10: 237 → 274 (+37)
13% more funds holding
Funds holding: 1,397 → 1,583 (+186)
1.06% more ownership
Funds ownership: 355.92% → 356.98% (+1.1%)
7% less repeat investments, than reductions
Existing positions increased: 555 | Existing positions reduced: 594
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$59.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$58.7M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$52.6M |
| 4 |
Millennium Management
New York
|
+$49.8M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
+$44.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$114M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$112M |
| 3 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$83.6M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$76.1M |
| 5 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
-$54.2M |
IJH Hedge Fund Activity: Q4 2020 in Review
1,583 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q4 2020, worth a combined $38.5B — up 24% from $31B a quarter earlier.
Buyers outnumbered sellers: 251 funds opened new IJH positions and 41 closed out — a net gain of 210 holders — while 555 added to existing stakes and 594 trimmed.
The largest buyer was Pathstone Family Office, adding an estimated $59.6M. The largest seller was Horizon Investments, exiting entirely with an estimated $114M sold.
- 1,583 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q4 2020, up from 1,397 in Q3 2020.
- Funds reported $38.5B of iShares Core S&P Mid-Cap ETF stock for Q4 2020, up 24% quarter-over-quarter.
- 251 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2020 and 41 closed out, a net change of +210 holders.
- The largest iShares Core S&P Mid-Cap ETF buyer in Q4 2020 was Pathstone Family Office, an estimated $59.6M added.
- The largest iShares Core S&P Mid-Cap ETF seller in Q4 2020 was Horizon Investments, an estimated $114M sold.
Based on aggregated 13F filings for Q4 2020.