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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
CMP
926
Courage Miller Partners
Virginia
$598K -$830 -25 -0.1%
Wealth Enhancement Advisory Services
927
Wealth Enhancement Advisory Services
Minnesota
$597K -$8.3K -250 -2%
CB
928
Cadence Bank
Mississippi
$595K +$556K +16,735 New
APP
929
Avantax Planning Partners
Iowa
$584K +$24.4K +735 +5%
IFG
930
Independent Financial Group
California
$582K -$53.3K -1,605 -9%
CPSC
931
Carl P. Sherr & Co
Massachusetts
$582K -$374K -11,255 -41%
SWM
932
Stockman Wealth Management
Montana
$582K -$2.99K -90 -0.5%
FPGK
933
Financial Partners Group (Kansas)
Kansas
$581K -$139K -4,195 -20%
COF
934
Capital One Financial
Virginia
$575K -$143K -4,315 -21%
SHJ
935
Sharkey, Howes & Javer
Colorado
$573K -$12.3K -370 -2%
TP
936
Tranquility Partners
Tennessee
$568K -$69.4K -2,090 -12%
MCM
937
McRae Capital Management
New Jersey
$565K +$35K +1,055 +7%
RFN
938
RDA Financial Network
Iowa
$564K -$10.8K -325 -2%
KP
939
Keel Point
Alabama
$564K +$183K +5,505 +53%
TFGT
940
TS Financial Group (TSFG)
Illinois
$561K +$323K +9,725 +161%
MWM
941
Mission Wealth Management
California
$554K -$30.7K -925 -6%
CFA
942
CWS Financial Advisors
Michigan
$554K +$518K +15,585 New
GP
943
Geneva Partners
Wisconsin
$550K -$54K -1,625 -10%
5L
944
55I LLC
Massachusetts
$550K +$513K +15,460 New
GPA
945
Garrison Point Advisors
California
$549K +$157K +4,725 +44%
SWM
946
SeaCrest Wealth Management
New York
$547K +$33K +995 +7%
BJL
947
Brighton Jones LLC
Washington
$545K -$419K -12,630 -45%
CSPIA
948
Cary Street Partners Investment Advisory
Virginia
$544K +$508K +15,305 New
MCM
949
Mitchell Capital Management
Kansas
$543K -$24.4K -735 -5%
PCM
950
Pointe Capital Management
Michigan
$541K +$22.3K +670 +5%

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.