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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
EWA
776
ERTS Wealth Advisors
Michigan
$1.1M +$2.66K +80 +0.3%
PAS
777
Park Avenue Securities
New York
$1.1M +$1.03M +30,890 New
LFG
778
LifePlan Financial Group
Ohio
$1.1M -$43.5K -1,310 -4%
AAM
779
Ameraudi Asset Management
New York
$1.09M -$3.28M -98,875 -76%
TIA
780
Tiemann Investment Advisors
California
$1.09M +$471K +14,175 +86%
AI
781
Accredited Investors
Minnesota
$1.09M -$1.76M -52,945 -63%
WJWM
782
Williams Jones Wealth Management
New York
$1.08M -$37.2K -1,120 -4%
CL
783
Choreo LLC
Illinois
$1.08M -$18.8K -565 -2%
B
784
Bridgeworth
Alabama
$1.08M +$42.3K +1,275 +4%
WIC
785
Whitegate Investment Counselors
New Hampshire
$1.07M -$2.75M -82,790 -73%
PFGIA
786
Patriot Financial Group Insurance Agency
Massachusetts
$1.07M -$232K -6,975 -19%
PWMAG
787
Pinnacle Wealth Management Advisory Group
New Jersey
$1.07M +$251K +7,565 +34%
BFC
788
Bedel Financial Consulting
Indiana
$1.06M -$1.66K -50 -0.2%
PMFA
789
Plante Moran Financial Advisors
Michigan
$1.06M -$105K -3,170 -10%
CFFP
790
Center for Financial Planning
Michigan
$1.06M +$364K +10,975 +58%
SBH
791
Segall Bryant & Hamill
Illinois
$1.06M -$222K -6,675 -18%
WP
792
WealthSource Partners
California
$1.06M -$1.86M -56,045 -65%
GP
793
Girard Partners
Pennsylvania
$1.06M -$140K -4,225 -12%
EWM
794
Endurance Wealth Management
Rhode Island
$1.05M -$98.6K -2,970 -9%
RIM
795
Rockbridge Investment Management
New York
$1.05M +$982K +29,570 New
TK
796
TIAA Kaspick
Massachusetts
$1.05M -$4.82M -145,270 -83%
WA
797
WBH Advisory
Maryland
$1.05M +$86.3K +2,600 +10%
JAFL
798
Jay A. Fishman Ltd
Michigan
$1.05M
EDRH
799
Edmond de Rothschild Holding
Switzerland
$1.05M -$51.5K -1,550 -5%
AFC
800
AFT Forsyth & Company
Florida
$1.05M +$4.82K +145 +0.5%

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.