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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
CFG
951
Cooper Financial Group
California
$551K -$245K -6,560 -31%
VAS
952
Vestmark Advisory Solutions
Massachusetts
$549K
MLL
953
Moody Lynn & Lieberson
Massachusetts
$545K
BRC
954
BHF RG Capital
Arizona
$543K -$3M -80,310 -85%
CL
955
CPWM LLC
Washington
$541K -$12.2K -325 -2%
CT
956
Caldwell Trust
Florida
$537K -$18.7K -500 -3%
NFG
957
Nadler Financial Group
Illinois
$534K
SIS
958
SVB Investment Services
Utah
$534K +$20.4K +545 +4%
NSIM
959
North Star Investment Management
Illinois
$532K
EHC
960
Everett Harris & Co
California
$532K +$34.4K +920 +7%
GMA
961
Goldstein Munger & Associates
California
$531K
TPW
962
TL Private Wealth
Texas
$530K +$3.74K +100 +0.8%
AIM
963
Anchor Investment Management
South Carolina
$528K
TP
964
Tranquility Partners
Tennessee
$526K -$66.9K -1,790 -11%
NF
965
Nikulski Financial
Iowa
$526K +$44.3K +1,185 +9%
NFC
966
Northeast Financial Consultants
Connecticut
$525K +$18.9K +505 +4%
MCM
967
Maple Capital Management
Vermont
$518K -$8.41K -225 -2%
BI
968
Ballast Inc
Kentucky
$517K -$374 -10 -0.1%
M
969
MOTCO
Texas
$517K +$23.4K +625 +5%
SAM
970
SP Asset Management
California
$516K +$100K +2,675 +27%
AP
971
Appleton Partners
Massachusetts
$515K -$9.35K -250 -2%
SWM
972
SeaCrest Wealth Management
New York
$510K -$61.1K -1,635 -11%
RIA
973
Realta Investment Advisors
Delaware
$510K +$18.7K +500 +4%
NFG
974
NewFocus Financial Group
Washington
$510K +$19.4K +520 +4%
SAM
975
Strategy Asset Managers
California
$507K -$1.68K -45 -0.3%

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.