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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
PAS
751
Park Avenue Securities
New York
$1.24M +$92K +2,460 +8%
SEEDPG
752
S.E.E.D. Planning Group
New York
$1.23M -$68.4K -1,830 -5%
OPA
753
Old Port Advisors
Maine
$1.23M +$1.31K +35 +0.1%
WP
754
WealthSource Partners
California
$1.23M +$127K +3,390 +11%
WS
755
Wedbush Securities
California
$1.22M +$49.5K +1,325 +4%
BFG
756
Baron Financial Group
New Jersey
$1.21M +$1.22M +32,720 New
JF
757
JSF Financial
California
$1.21M -$25.2K -675 -2%
FHA
758
Flagship Harbor Advisors
Massachusetts
$1.2M -$2.1M -56,120 -63%
HR
759
Hayden Royal
North Carolina
$1.2M -$940K -25,155 -44%
FNC
760
First National Corp
Massachusetts
$1.19M +$4.3K +115 +0.6%
LFA
761
Legacy Financial Advisors
Kentucky
$1.19M +$1.2M +32,170 New
WOSD
762
WFA of San Diego
California
$1.19M -$3.92K -105 -0.3%
KBFS
763
Kohmann Bosshard Financial Services
Ohio
$1.19M -$65.6K -1,755 -5%
RG
764
Rikoon Group
New Mexico
$1.18M -$33.3K -890 -3%
HT
765
Heritage Trust
Oklahoma
$1.18M -$42.8K -1,145 -3%
TIA
766
Tiemann Investment Advisors
California
$1.17M +$36.6K +980 +3%
ONST
767
Old North State Trust
North Carolina
$1.17M -$28.2K -755 -2%
JWS
768
Juncture Wealth Strategies
Arizona
$1.17M +$11.6K +310 +1%
Lido Advisors
769
Lido Advisors
California
$1.16M -$53.6K -1,435 -4%
MCA
770
Magnolia Capital Advisors
Mississippi
$1.16M +$5.98K +160 +0.5%
FCB
771
First Command Bank
Texas
$1.15M -$279K -7,460 -19%
FCFS
772
First Command Financial Services
Texas
$1.15M -$279K -7,460 -19%
LFG
773
LifePlan Financial Group
Ohio
$1.15M +$3.92K +105 +0.3%
CFFP
774
Center for Financial Planning
Michigan
$1.14M +$38.5K +1,030 +3%
AI
775
Accredited Investors
Minnesota
$1.14M +$5.79K +155 +0.5%

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.