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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
BCM
826
BTC Capital Management
Iowa
$928K
Treasurer of the State of North Carolina
827
Treasurer of the State of North Carolina
North Carolina
$927K +$219K +5,865 +31%
CT
828
Cambridge Trust
Massachusetts
$926K -$56.6K -1,515 -6%
QAM
829
QCI Asset Management
New York
$926K +$37.6K +1,005 +4%
TFS
830
TrustCore Financial Services
Tennessee
$917K -$76.6K -2,050 -8%
CG
831
Caprock Group
Idaho
$917K +$53.8K +1,440 +6%
WCM
832
Wealthcare Capital Management
Virginia
$908K +$210K +5,625 +30%
BW
833
Bison Wealth
Georgia
$900K +$374 +10 +0%
CHA
834
Carmichael Hill & Associates
Maryland
$899K +$18.7K +500 +2%
WJWM
835
Williams Jones Wealth Management
New York
$893K -$237K -6,335 -21%
ACG
836
Allen Capital Group
Nebraska
$893K -$4.67K -125 -0.6%
MC
837
Moors & Cabot
Massachusetts
$892K -$611K -16,345 -40%
EPWM
838
Essex Private Wealth Management
Massachusetts
$890K -$8.22K -220 -0.9%
RWA
839
Ropes Wealth Advisors
Massachusetts
$888K
VCA
840
Verdence Capital Advisors
Maryland
$885K +$3.74K +100 +0.4%
DY
841
Dowling & Yahnke
California
$879K +$110K +2,930 +14%
CG
842
Corundum Group
Colorado
$872K +$65.4K +1,750 +8%
BB
843
Berkshire Bank
Massachusetts
$872K +$880K +23,540 New
IC
844
Intersect Capital
California
$871K +$3.55K +95 +0.4%
Neuberger Berman Group
845
Neuberger Berman Group
New York
$870K +$20.2K +540 +2%
SAM
846
Seelaus Asset Management
New Jersey
$866K -$5.23K -140 -0.6%
DDC
847
DF Dent & Co
Maryland
$855K +$863K +23,080 New
KLCM
848
KG&L Capital Management
Louisiana
$850K +$11.4K +305 +1%
IWS
849
Insight Wealth Strategies
California
$849K +$856K +22,905 New
BFEC
850
Benjamin F. Edwards & Company
Missouri
$843K +$461K +12,320 +118%

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.