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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
WGCA
851
Wolf Group Capital Advisors
Virginia
$838K -$30.5K -815 -3%
W
852
WealthStone
Ohio
$836K -$187 -5 -0%
QCIG
853
Quad-Cities Investment Group
Iowa
$836K +$79.6K +2,130 +10%
NCM
854
Next Capital Management
New York
$833K -$202K -5,410 -19%
BFS
855
Bradley Foster & Sargent
Connecticut
$827K +$834K +22,310 New
PK
856
Pflug Koory
Nebraska
$823K
AF
857
Apexium Financial
Texas
$817K -$569K -15,230 -41%
CF
858
Centaurus Financial
California
$812K -$55.9K -1,495 -6%
BWP
859
Bernardo Wealth Planning
Pennsylvania
$806K +$10.7K +285 +1%
FG
860
Fiduciary Group
Georgia
$802K +$128K +3,435 +19%
KWMG
861
King Wealth Management Group
Florida
$790K +$5.23K +140 +0.7%
IDA
862
Intelligence Driven Advisers
California
$788K -$9.62M -257,395 -92%
PCA
863
Personal Capital Advisors
California
$783K +$119K +3,190 +18%
ANB
864
Amarillo National Bank
Texas
$782K +$250K +6,680 +46%
KAH
865
Kathryn A. Hall
$778K
BWAM
866
Boyd Watterson Asset Management
Ohio
$778K +$9.53K +255 +1%
SWPG
867
Strategic Wealth Partners Group
Illinois
$776K -$393K -10,525 -33%
MJRIC
868
Mogy Joel R Investment Counsel
California
$772K -$51.4K -1,375 -6%
QC
869
QCM Cayman
Texas
$772K +$442K +11,830 +131%
IIM
870
Ipswich Investment Management
Massachusetts
$766K +$3.74K +100 +0.5%
BUB
871
BBVA USA Bancshares
Texas
$765K -$1.12K -30 -0.1%
CCA
872
Clearwater Capital Advisors
Illinois
$759K -$5.05K -135 -0.7%
LWAC
873
Laurel Wealth Advisors (California)
California
$758K -$1.46M -39,105 -66%
MIM
874
Marco Investment Management
Georgia
$758K
OFG
875
Oxford Financial Group
Indiana
$756K -$88.2K -2,360 -10%

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.