We are live on ! Find out more
IJH icon

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
W
851
WealthStone
Ohio
$803K +$505K +15,200 +206%
BWA
852
Beam Wealth Advisors
Louisiana
$801K -$1.2M -36,130 -62%
WP
853
WealthPLAN Partners
Nebraska
$797K +$678K +20,425 New
IFG
854
Investors Financial Group
Minnesota
$795K +$2.66K +80 +0.4%
MJRIC
855
Mogy Joel R Investment Counsel
California
$790K -$6.66M -200,625 -90%
PK
856
Pflug Koory
Nebraska
$790K +$732K +22,055 +14,703%
CG
857
Corundum Group
Colorado
$774K
PIP
858
Peachtree Investment Partners
Florida
$773K -$55.6K -1,675 -7%
BWP
859
Bernardo Wealth Planning
Pennsylvania
$763K -$318K -9,565 -31%
CFG
860
Cooper Financial Group
California
$762K +$152K +4,570 +27%
WAM
861
Weatherly Asset Management
California
$760K -$77.2K -2,325 -10%
KWMG
862
King Wealth Management Group
Florida
$753K +$324K +9,760 +85%
VWA
863
V Wealth Advisors
Kansas
$752K -$270K -8,145 -28%
KAH
864
Kathryn A. Hall
$747K -$498K -15,000 -42%
Millennium Management
865
Millennium Management
New York
$747K +$697K +21,000 New
MCM
866
Maryland Capital Management
Maryland
$743K +$111K +3,330 +19%
IP
867
Intellectus Partners
California
$742K -$44K -1,325 -6%
BUB
868
BBVA USA Bancshares
Texas
$741K -$235K -7,065 -25%
DY
869
Dowling & Yahnke
California
$739K +$117K +3,535 +20%
BWAM
870
Boyd Watterson Asset Management
Ohio
$738K +$163K +4,915 +31%
AWM
871
Argent Wealth Management
Massachusetts
$737K -$105K -3,160 -14%
CWM
872
Calamos Wealth Management
Illinois
$733K
CCA
873
Clearwater Capital Advisors
Illinois
$733K +$88.8K +2,675 +15%
IIM
874
Ipswich Investment Management
Massachusetts
$731K -$30.2K -910 -4%
LNWWM
875
Laird Norton Wetherby Wealth Management
California
$731K +$386K +11,625 +130%

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.