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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
TC
801
TownSquare Capital
Utah
$1.02M +$204K +5,460 +26%
UTC
802
Unified Trust Company
Kentucky
$1.01M -$35.5K -950 -3%
EWA
803
ERTS Wealth Advisors
Michigan
$1.01M -$138K -3,680 -12%
HWA
804
Hilltop Wealth Advisors
North Carolina
$1.01M +$1.68K +45 +0.2%
FA
805
FCG Advisors
New Jersey
$1M +$1.01M +27,015 New
WA
806
WBH Advisory
Maryland
$1M -$94.6K -2,530 -9%
RIM
807
Rockbridge Investment Management
New York
$999K -$97.6K -2,610 -9%
PMFA
808
Plante Moran Financial Advisors
Michigan
$995K -$115K -3,070 -10%
GP
809
Girard Partners
Pennsylvania
$990K -$112K -3,000 -10%
PFA
810
Pinnacle Family Advisors
Missouri
$989K +$9.53K +255 +1%
LNWWM
811
Laird Norton Wetherby Wealth Management
California
$985K +$226K +6,050 +29%
SW
812
StrongBox Wealth
Missouri
$976K -$1.25M -33,320 -56%
FCFC
813
First Commonwealth Financial Corp
Pennsylvania
$970K
DACG
814
Donor Advised Charitable Giving
California
$970K +$506K +13,530 +107%
MAWCM
815
Mine & Arao Wealth Creation & Management
California
$968K -$242K -6,460 -20%
PIMG
816
Patriot Investment Management Group
Tennessee
$968K +$57.8K +1,545 +6%
DI
817
Disciplined Investments
Oklahoma
$964K -$121K -3,245 -11%
PA
818
Parallel Advisors
California
$962K -$27.3K -730 -3%
SWA
819
Stratos Wealth Advisors
Ohio
$953K -$399K -10,685 -29%
WA
820
WP Advisors
California
$948K +$4.3K +115 +0.5%
DWT
821
Dorsey & Whitney Trust
South Dakota
$937K
MCCP
822
Mission Creek Capital Partners
California
$936K -$122K -3,250 -11%
AWA
823
ARQ Wealth Advisors
Arizona
$932K -$46.2K -1,235 -5%
JAFL
824
Jay A. Fishman Ltd
Michigan
$930K -$162K -4,345 -15%
PFGIA
825
Patriot Financial Group Insurance Agency
Massachusetts
$930K -$187K -4,990 -17%

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.