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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
CBFP
901
Cedar Brook Financial Partners
Ohio
$683K +$7.85K +210 +1%
BCM
902
Brookmont Capital Management
Texas
$675K -$1.87K -50 -0.3%
TCM
903
Tufton Capital Management
Maryland
$672K -$8.22K -220 -1%
VVP
904
Venture Visionary Partners
Ohio
$671K +$112K +2,995 +20%
Kovitz Investment Group Partners
905
Kovitz Investment Group Partners
Illinois
$668K
MCM
906
Maryland Capital Management
Maryland
$666K -$110K -2,930 -14%
TCOT
907
Trust Company of Toledo
Ohio
$664K -$561 -15 -0.1%
RVPG
908
Relative Value Partners Group
$664K +$9.91K +265 +2%
GCA
909
Greenwood Capital Associates
South Carolina
$662K +$193K +5,150 +41%
TCB
910
Texas Capital Bancshares
Texas
$661K -$20.2K -540 -3%
EIA
911
Eldridge Investment Advisors
New Hampshire
$660K -$41.5K -1,110 -6%
MA
912
Mutual Advisors
Nebraska
$657K +$5.05K +135 +0.8%
GP
913
Geneva Partners
Wisconsin
$649K +$77K +2,060 +13%
VCP
914
Vista Capital Partners
Oregon
$645K -$9.91K -265 -1%
SAM
915
S.A. Mason
Michigan
$645K
CBT
916
Capital Bank & Trust
California
$643K -$62.4K -1,670 -9%
TA
917
TFG Advisers
Michigan
$643K -$3.37K -90 -0.5%
TSS
918
Two Sigma Securities
New York
$637K +$643K +17,195 New
TAM
919
Tocqueville Asset Management
New York
$629K
AC
920
Abbrea Capital
California
$628K +$75.7K +2,025 +14%
IFWM
921
Institute for Wealth Management
Colorado
$627K -$14.6K -390 -2%
Wealth Enhancement Advisory Services
922
Wealth Enhancement Advisory Services
Minnesota
$621K -$21.7K -580 -4%
FC
923
Financial Consulate
Maryland
$617K -$18.9K -505 -3%
CAG
924
Csenge Advisory Group
Florida
$615K -$459K -12,270 -43%
SWM
925
Stockman Wealth Management
Montana
$607K

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.