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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
BRWA
726
B. Riley Wealth Advisors
Florida
$1.3M -$146K -4,410 -11%
SFG
727
SevenBridge Financial Group
Pennsylvania
$1.3M +$256K +7,715 +27%
SWA
728
Stratos Wealth Advisors
Ohio
$1.29M +$358K +10,785 +42%
GC
729
Gilbert & Cook
Iowa
$1.29M -$329K -9,900 -21%
OFS
730
Oldfather Financial Services
Nebraska
$1.28M -$13.9K -420 -1%
HCA
731
Harbour Capital Advisors
Virginia
$1.28M +$48.2K +1,450 +4%
CWM
732
Campbell Wealth Management
Virginia
$1.27M -$21.3K -640 -2%
BC
733
Bartlett & Co
Ohio
$1.27M +$286K +8,600 +32%
BCWM
734
Bartlett & Co Wealth Management
Ohio
$1.27M +$286K +8,600 +32%
PCA
735
Providence Capital Advisors
North Carolina
$1.26M -$130K -3,920 -10%
RPSA
736
Richard P. Slaughter Associates
Texas
$1.26M -$694K -20,895 -37%
VOYA Investment Management
737
VOYA Investment Management
Georgia
$1.26M +$286K +8,620 +32%
TCM
738
Traynor Capital Management
Pennsylvania
$1.26M +$709K +21,345 +152%
BCM
739
Brookstone Capital Management
Illinois
$1.25M -$1.46M -43,820 -55%
DFG
740
Demars Financial Group
Washington
$1.25M -$82.2K -2,475 -7%
SEEDPG
741
S.E.E.D. Planning Group
New York
$1.24M +$56.3K +1,695 +5%
SAM
742
Shone Asset Management
California
$1.24M -$184K -5,535 -14%
KFGK
743
Keystone Financial Group (Kentucky)
Kentucky
$1.23M -$80K -2,410 -6%
SAM
744
Silvercrest Asset Management
New York
$1.23M -$49.5K -1,490 -4%
MAWCM
745
Mine & Arao Wealth Creation & Management
California
$1.23M -$4.65K -140 -0.4%
9WM
746
9258 Wealth Management
Ohio
$1.21M +$2.49K +75 +0.2%
OC
747
Oakworth Capital
Alabama
$1.21M -$36.2K -1,090 -3%
OR
748
Olympiad Research
Connecticut
$1.21M +$1.13M +34,065 New
NEGWA
749
New England Guild Wealth Advisors
Connecticut
$1.21M +$22.9K +690 +2%
FNBOSM
750
First National Bank of South Miami
Florida
$1.21M +$168K +5,050 +17%

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.