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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
BAS
751
Brown Advisory Securities
Maryland
$1.21M -$53K -1,595 -4%
IAA
752
Independent Advisor Alliance
North Carolina
$1.21M +$9.13K +275 +0.9%
KBFS
753
Kohmann Bosshard Financial Services
Ohio
$1.2M +$20.3K +610 +2%
CI
754
Cigna Investments
Connecticut
$1.19M +$76.4K +2,300 +7%
RG
755
Rathbones Group
United Kingdom
$1.19M +$45.7K +1,375 +4%
JF
756
JSF Financial
California
$1.19M -$578K -17,405 -34%
OPA
757
Old Port Advisors
Maine
$1.18M +$43.8K +1,320 +4%
EFS
758
Essex Financial Services
Connecticut
$1.17M -$156K -4,690 -12%
PCIA
759
Prime Capital Investment Advisors
Kansas
$1.17M -$19.6K -590 -2%
HT
760
Heritage Trust
Oklahoma
$1.17M +$27.6K +830 +3%
Lido Advisors
761
Lido Advisors
California
$1.17M +$53K +1,595 +5%
BHBT
762
Burke & Herbert Bank & Trust
Virginia
$1.17M +$35.2K +1,060 +3%
RG
763
Rikoon Group
New Mexico
$1.16M +$6.97K +210 +0.6%
ONST
764
Old North State Trust
North Carolina
$1.15M -$166 -5 -0%
AF
765
Advisornet Financial
Minnesota
$1.15M -$289K -8,705 -21%
WOSD
766
WFA of San Diego
California
$1.15M +$1.07M +32,195 New
FMBTD
767
First Midwest Bank Trust Division
Illinois
$1.14M -$1.38M -41,685 -56%
PGFC
768
Peapack-Gladstone Financial Corp
New Jersey
$1.13M -$114K -3,440 -10%
PWG
769
Private Wealth Group
Florida
$1.12M +$36.7K +1,105 +4%
WS
770
Wedbush Securities
California
$1.12M +$28.6K +860 +3%
SWPG
771
Strategic Wealth Partners Group
Illinois
$1.12M +$9.13K +275 +0.9%
WCWM
772
Wooster Corthell Wealth Management
Connecticut
$1.12M -$160K -4,825 -13%
KL
773
KWMG LLC
Kansas
$1.11M +$6.97K +210 +0.7%
JWS
774
Juncture Wealth Strategies
Arizona
$1.11M -$16.1K -485 -2%
MCA
775
Magnolia Capital Advisors
Mississippi
$1.11M +$45.3K +1,365 +5%

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.