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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
HBWM
926
Hollow Brook Wealth Management
New York
$605K +$112K +2,995 +22%
GWS
927
Glassman Wealth Services
Virginia
$600K +$75K +2,005 +14%
SHJ
928
Sharkey, Howes & Javer
Colorado
$598K
CMP
929
Courage Miller Partners
Virginia
$598K +$187 +5 +0%
SMG
930
Spectrum Management Group
Indiana
$593K -$135K -3,615 -18%
SFSIG
931
San Francisco Sentry Investment Group
California
$592K -$63K -1,685 -10%
CWM
932
Calamos Wealth Management
Illinois
$590K -$176K -4,700 -23%
MWM
933
Mission Wealth Management
California
$590K +$12.3K +330 +2%
OAM
934
Oak Asset Management
California
$586K +$17.8K +475 +3%
DBT
935
Dubuque Bank & Trust
Iowa
$584K -$85.1K -2,275 -13%
APP
936
Avantax Planning Partners
Iowa
$584K -$24.9K -665 -4%
SCM
937
Southport Capital Management
Tennessee
$583K +$252K +6,735 +75%
TNB
938
Thomasville National Bank
Georgia
$581K -$77.2K -2,065 -12%
AIP
939
Almanack Investment Partners
Pennsylvania
$579K +$514K +13,760 New
RFN
940
RDA Financial Network
Iowa
$576K -$12.3K -330 -2%
CFA
941
CWS Financial Advisors
Michigan
$573K -$4.3K -115 -0.7%
GPA
942
Garrison Point Advisors
California
$572K
CPSC
943
Carl P. Sherr & Co
Massachusetts
$570K -$36.6K -980 -6%
MCM
944
McRae Capital Management
New Jersey
$570K -$18.7K -500 -3%
FPGK
945
Financial Partners Group (Kansas)
Kansas
$568K -$37.9K -1,015 -6%
FFA
946
Founders Financial Alliance
North Carolina
$568K +$541K +14,470 New
EC
947
Estate Counselors
Wisconsin
$558K +$74.8K +2,000 +18%
TH
948
TCTC Holdings
Texas
$553K +$295K +7,895 +112%
PSF
949
Pacific Sun Financial
California
$552K
FPCG
950
Fort Pitt Capital Group
Pennsylvania
$552K +$11.4K +305 +2%

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.