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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
VA
76
Valmark Advisers
Ohio
$52.6M -$3.34M -89,395 -6%
Comerica Bank
77
Comerica Bank
Texas
$52.1M -$545K -14,570 -1%
FAAS
78
First Allied Advisory Services
California
$51.8M -$2.89M -77,400 -5%
GHA
79
GW Henssler & Associates
Georgia
$51.6M +$145K +3,890 +0.3%
CAW
80
Cornerstone Advisors (Washington)
Washington
$51.5M -$2.27M -60,845 -4%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$51.4M +$133K +3,565 +0.3%
FT
82
Fiduciary Trust
Massachusetts
$51.1M -$3.77M -100,885 -7%
Stifel Financial
83
Stifel Financial
Missouri
$50.9M +$1.14M +30,620 +2%
MFG
84
Magnus Financial Group
New York
$49.9M +$545K +14,565 +1%
BPB
85
Badgley, Phelps & Bell
Washington
$49.7M +$708K +18,930 +1%
Charles Schwab
86
Charles Schwab
California
$47.3M -$43.5M -1,163,725 -48%
LRIA
87
Leonard Rickey Investment Advisors
Washington
$46.8M +$1.76M +46,980 +4%
LF
88
Lee Financial
Texas
$46.2M -$8.03M -214,800 -15%
MCM
89
MAI Capital Management
Ohio
$45.6M +$1.3M +34,895 +3%
PAG
90
Private Advisor Group
New Jersey
$44.6M -$4.29M -114,740 -9%
CCFCSB
91
Cape Cod Five Cents Savings Bank
Massachusetts
$44.4M -$3.4M -91,065 -7%
MAM
92
Madison Asset Management
Wisconsin
$44.3M +$369K +9,880 +0.8%
WT
93
Whittier Trust
California
$44.2M +$175K +4,685 +0.4%
PFM
94
Phillips Financial Management
Indiana
$43.9M -$487K -13,020 -1%
M&T Bank
95
M&T Bank
New York
$43.8M -$4.07M -108,805 -8%
AWM
96
Altium Wealth Management
New York
$43.8M +$1.38M +37,025 +3%
Bessemer Group
97
Bessemer Group
New Jersey
$43.6M +$1.08M +28,800 +3%
FWM
98
FFT Wealth Management
Pennsylvania
$43.5M -$24.2M -648,625 -36%
Ensign Peak Advisors
99
Ensign Peak Advisors
Utah
$42.2M
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$41.8M -$161K -4,295 -0.4%

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.