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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
VVP
951
Venture Visionary Partners
Ohio
$537K -$151K -4,550 -23%
CT
952
Caldwell Trust
Florida
$533K -$51.5K -1,550 -9%
AC
953
Abbrea Capital
California
$531K -$128K -3,845 -20%
LWANC
954
Laurel Wealth Advisors (North Carolina)
North Carolina
$531K +$830 +25 +0.2%
PSF
955
Pacific Sun Financial
California
$530K
CL
956
CPWM LLC
Washington
$530K +$14.9K +450 +3%
VAS
957
Vestmark Advisory Solutions
Massachusetts
$527K +$492K +14,825 New
MLL
958
Moody Lynn & Lieberson
Massachusetts
$523K -$83K -2,500 -15%
SG Americas Securities
959
SG Americas Securities
New York
$519K -$170K -5,105 -26%
FPCG
960
Fort Pitt Capital Group
Pennsylvania
$519K +$4.98K +150 +1%
ANB
961
Amarillo National Bank
Texas
$513K +$13.4K +405 +3%
AW
962
ACG Wealth
Georgia
$512K -$1.13M -33,880 -70%
NFG
963
Nadler Financial Group
Illinois
$512K -$111K -3,350 -19%
NSIM
964
North Star Investment Management
Illinois
$510K -$39K -1,175 -8%
GMA
965
Goldstein Munger & Associates
California
$509K
AIM
966
Anchor Investment Management
South Carolina
$506K
OAM
967
Oak Asset Management
California
$505K -$64.8K -1,950 -12%
GWS
968
Glassman Wealth Services
Virginia
$504K -$19.1K -575 -4%
AP
969
Appleton Partners
Massachusetts
$503K -$211K -6,365 -31%
JAWM
970
J. Arnold Wealth Management
Ohio
$502K +$469K +14,115 New
EBT
971
Enterprise Bank & Trust
Massachusetts
$501K -$219K -6,595 -32%
BI
972
Ballast Inc
Kentucky
$497K -$11.3K -340 -2%
AF
973
Allworth Financial
California
$494K +$95.6K +2,880 +26%
SIS
974
SVB Investment Services
Utah
$493K -$14.8K -445 -3%
RSS
975
Rosenblum Silverman Sutton
California
$493K +$3.98K +120 +0.9%

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.