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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
BCM
901
Brookmont Capital Management
Texas
$650K -$59.9K -1,805 -9%
CBFP
902
Cedar Brook Financial Partners
Ohio
$648K -$859K -25,870 -59%
TFS
903
Thoroughbred Financial Services
Tennessee
$648K +$89.3K +2,690 +17%
FG
904
Fiduciary Group
Georgia
$647K +$31.7K +955 +6%
DBT
905
Dubuque Bank & Trust
Iowa
$641K -$198K -5,975 -25%
Kovitz Investment Group Partners
906
Kovitz Investment Group Partners
Illinois
$641K
PCA
907
Personal Capital Advisors
California
$638K -$572K -17,235 -49%
MAS
908
Madden Advisory Services
Florida
$638K -$207K -6,245 -26%
TCOT
909
Trust Company of Toledo
Ohio
$637K
CL
910
CIM LLC
New York
$635K
STA
911
Summit Trail Advisors
New York
$633K -$211K -6,340 -26%
TNB
912
Thomasville National Bank
Georgia
$631K -$298K -8,980 -34%
AWS
913
AJ Wealth Strategies
New York
$631K
VCP
914
Vista Capital Partners
Oregon
$629K -$174K -5,245 -23%
ATPW
915
Ashton Thomas Private Wealth
Arizona
$628K -$171K -5,160 -23%
RVPG
916
Relative Value Partners Group
$628K -$136K -4,105 -19%
SFSIG
917
San Francisco Sentry Investment Group
California
$628K
TW
918
Transform Wealth
Colorado
$627K -$27.1K -815 -4%
MA
919
Mutual Advisors
Nebraska
$626K -$1.92M -57,675 -77%
TA
920
TFG Advisers
Michigan
$621K +$2.99K +90 +0.5%
SAM
921
S.A. Mason
Michigan
$618K +$18.3K +550 +3%
IFWM
922
Institute for Wealth Management
Colorado
$616K +$575K +17,310 New
SBSB
923
Sullivan, Bruyette, Speros & Blaney
Virginia
$614K +$178K +5,355 +45%
FC
924
Financial Consulate
Maryland
$610K -$356K -10,715 -38%
TAM
925
Tocqueville Asset Management
New York
$604K -$614K -18,500 -52%

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.