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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
AAM
776
Ameraudi Asset Management
New York
$1.14M
PWMAG
777
Pinnacle Wealth Management Advisory Group
New Jersey
$1.14M +$21.5K +575 +2%
ACM
778
Ategra Capital Management
Virginia
$1.13M +$112K +2,985 +11%
KL
779
KWMG LLC
Kansas
$1.13M -$28.8K -770 -2%
WCWM
780
Wooster Corthell Wealth Management
Connecticut
$1.11M -$49.5K -1,325 -4%
WIC
781
Whitegate Investment Counselors
New Hampshire
$1.11M -$9.53K -255 -0.8%
IAA
782
Independent Advisor Alliance
North Carolina
$1.1M -$128K -3,425 -11%
EDRH
783
Edmond de Rothschild Holding
Switzerland
$1.09M
AFC
784
AFT Forsyth & Company
Florida
$1.09M -$561 -15 -0.1%
EWM
785
Endurance Wealth Management
Rhode Island
$1.09M -$9.72K -260 -0.9%
SBH
786
Segall Bryant & Hamill
Illinois
$1.08M -$23.4K -625 -2%
DSC
787
Duncker Streett & Co
Missouri
$1.08M +$32.5K +870 +3%
RPGK
788
Retirement Planning Group (Kansas)
Kansas
$1.07M -$14K -375 -1%
B
789
Bridgeworth
Alabama
$1.07M -$53.3K -1,425 -5%
BFC
790
Bedel Financial Consulting
Indiana
$1.07M -$41.1K -1,100 -4%
CL
791
Choreo LLC
Illinois
$1.06M -$63.6K -1,700 -6%
EAM
792
Evanson Asset Management
California
$1.06M
CAL
793
Capital Advisors Ltd
Ohio
$1.05M -$12.5K -335 -1%
WP
794
WealthPLAN Partners
Nebraska
$1.05M +$184K +4,935 +24%
BA
795
Ballew Advisors
Mississippi
$1.04M +$4.67K +125 +0.5%
RPSA
796
Richard P. Slaughter Associates
Texas
$1.03M -$287K -7,690 -22%
IAS
797
Investment Advisory Services
Texas
$1.02M -$17.8K -475 -2%
AWP
798
Ascent Wealth Partners
New York
$1.02M -$31.2K -835 -3%
PWG
799
Private Wealth Group
Florida
$1.02M -$156K -4,160 -13%
XF
800
XML Financial
Maryland
$1.02M -$62.4K -1,670 -6%

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.