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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
EFS
726
Essex Financial Services
Connecticut
$1.33M +$111K +2,960 +9%
PCIA
727
Prime Capital Investment Advisors
Kansas
$1.33M +$112K +2,990 +9%
CCM
728
Colorado Capital Management
Colorado
$1.32M -$110K -2,935 -8%
PCA
729
Providence Capital Advisors
North Carolina
$1.32M +$4.67K +125 +0.4%
CWM
730
Campbell Wealth Management
Virginia
$1.32M -$1.5K -40 -0.1%
PGFC
731
Peapack-Gladstone Financial Corp
New Jersey
$1.32M +$144K +3,850 +12%
SAM
732
Shone Asset Management
California
$1.32M -$9.53K -255 -0.8%
AF
733
Advisornet Financial
Minnesota
$1.3M +$108K +2,880 +9%
DFG
734
Demars Financial Group
Washington
$1.29M -$8.04K -215 -0.6%
JG
735
Jefferies Group
New York
$1.29M +$56.6K +1,515 +5%
SAM
736
Silvercrest Asset Management
New York
$1.29M
BCM
737
Brookstone Capital Management
Illinois
$1.28M -$20.7K -555 -2%
WT
738
Washington Trust
Rhode Island
$1.28M +$188K +5,040 +17%
VRM
739
Vectors Research Management
New York
$1.27M -$204K -5,445 -14%
OC
740
Oakworth Capital
Alabama
$1.26M
BHBT
741
Burke & Herbert Bank & Trust
Virginia
$1.26M +$46K +1,230 +4%
9WM
742
9258 Wealth Management
Ohio
$1.26M -$34.6K -925 -3%
NEGWA
743
New England Guild Wealth Advisors
Connecticut
$1.26M -$2.62K -70 -0.2%
KFGK
744
Keystone Financial Group (Kentucky)
Kentucky
$1.25M -$35.5K -950 -3%
TFF
745
The Family Firm
Maryland
$1.24M -$128K -3,425 -9%
BAS
746
Brown Advisory Securities
Maryland
$1.24M -$14K -375 -1%
CI
747
Cigna Investments
Connecticut
$1.24M
FMBTD
748
First Midwest Bank Trust Division
Illinois
$1.24M +$51.6K +1,380 +4%
BFO
749
Biltmore Family Office
North Carolina
$1.24M -$655K -17,520 -34%
RG
750
Rathbones Group
United Kingdom
$1.24M -$4.67K -125 -0.4%

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.