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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
RPGK
801
Retirement Planning Group (Kansas)
Kansas
$1.04M -$14.4K -435 -1%
DI
802
Disciplined Investments
Oklahoma
$1.04M -$22.7K -685 -2%
WT
803
Washington Trust
Rhode Island
$1.04M +$241K +7,250 +33%
XF
804
XML Financial
Maryland
$1.03M +$11.6K +350 +1%
LBD
805
Landsberg Bennett & Dubbaneh
Florida
$1.03M -$78.4K -2,360 -7%
CAL
806
Capital Advisors Ltd
Ohio
$1.02M -$1.99K -60 -0.2%
EAM
807
Evanson Asset Management
California
$1.02M +$166 +5 +0%
MCCP
808
Mission Creek Capital Partners
California
$1.01M
CCM
809
Covington Capital Management
California
$1.01M +$713K +21,460 +304%
AWP
810
Ascent Wealth Partners
New York
$1.01M -$693K -20,870 -42%
DSC
811
Duncker Streett & Co
Missouri
$1.01M +$52K +1,565 +6%
UTC
812
Unified Trust Company
Kentucky
$1M -$21.6K -650 -2%
CAG
813
Csenge Advisory Group
Florida
$1M +$605K +18,220 +182%
CT
814
Cambridge Trust
Massachusetts
$1M -$361K -10,870 -29%
IAS
815
Investment Advisory Services
Texas
$1M -$40K -1,205 -4%
NCM
816
Next Capital Management
New York
$992K -$169K -5,095 -15%
ACM
817
Ategra Capital Management
Virginia
$982K +$26.4K +795 +3%
HWA
818
Hilltop Wealth Advisors
North Carolina
$964K -$4M -120,555 -82%
TFS
819
TrustCore Financial Services
Tennessee
$952K +$177K +5,335 +25%
TAM
820
Tradition Asset Management
Virginia
$949K
PA
821
Parallel Advisors
California
$948K -$112K -3,380 -11%
PFA
822
Pinnacle Family Advisors
Missouri
$940K +$34K +1,025 +4%
AWA
823
ARQ Wealth Advisors
Arizona
$938K +$1.33K +40 +0.2%
BA
824
Ballew Advisors
Mississippi
$936K +$69.2K +2,085 +9%
FCFC
825
First Commonwealth Financial Corp
Pennsylvania
$931K +$50.5K +1,520 +6%

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.