We are live on ! Find out more
IJH icon

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
FAAS
76
First Allied Advisory Services
California
$52.4M +$4.54M +136,645 +10%
VC
77
Vicus Capital
Pennsylvania
$52.4M +$2.83M +85,310 +6%
LF
78
Lee Financial
Texas
$52M -$12.2M -366,810 -20%
NAM
79
NorthCoast Asset Management
Connecticut
$51.6M -$1.6M -48,200 -3%
CAW
80
Cornerstone Advisors (Washington)
Washington
$51.5M +$8.64M +260,310 +22%
MML Investors Services
81
MML Investors Services
Massachusetts
$50.9M +$2.39M +72,075 +5%
GHA
82
GW Henssler & Associates
Georgia
$49.3M +$2.16M +64,925 +5%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$49.2M -$4.2M -126,540 -8%
Comerica Bank
84
Comerica Bank
Texas
$48.7M -$6.64M -199,915 -13%
Stifel Financial
85
Stifel Financial
Missouri
$47.8M -$31.5M -949,985 -41%
MFG
86
Magnus Financial Group
New York
$47.4M +$13.7M +412,520 +45%
BPB
87
Badgley, Phelps & Bell
Washington
$47M +$982K +29,585 +2%
PAG
88
Private Advisor Group
New Jersey
$47M -$9.2M -277,110 -17%
M&T Bank
89
M&T Bank
New York
$45.9M -$8.42M -253,560 -16%
CCFCSB
90
Cape Cod Five Cents Savings Bank
Massachusetts
$45.9M +$838K +25,225 +2%
LRIA
91
Leonard Rickey Investment Advisors
Washington
$43.3M +$2.41M +72,665 +6%
PFM
92
Phillips Financial Management
Indiana
$42.6M +$207K +6,220 +0.5%
MCM
93
MAI Capital Management
Ohio
$42.5M -$7.3M -219,760 -16%
WT
94
Whittier Trust
California
$42.2M -$6.39M -192,275 -14%
MAM
95
Madison Asset Management
Wisconsin
$42.2M -$3.39M -102,070 -8%
OAM
96
Oppenheimer Asset Management
New York
$42M -$1.41M -42,370 -3%
Bessemer Group
97
Bessemer Group
New Jersey
$40.9M +$995K +29,975 +3%
AWM
98
Altium Wealth Management
New York
$40.7M +$1.25M +37,610 +3%
Ensign Peak Advisors
99
Ensign Peak Advisors
Utah
$40.5M -$2.16M -65,000 -5%
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$40.2M +$5.26M +158,510 +16%

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.