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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
DSA
976
Droms Strauss Advisors
Missouri
$490K -$2.04M -61,300 -82%
TPW
977
TL Private Wealth
Texas
$490K -$63.4K -1,910 -13%
SAM
978
Strategy Asset Managers
California
$488K -$54.3K -1,635 -11%
SXL
979
Summit X LLC
Missouri
$487K -$3.15K -95 -0.7%
DLCIG
980
D.L. Carlson Investment Group
New Hampshire
$486K -$172K -5,190 -28%
F
981
F3Logic
Minnesota
$486K -$16.4K -495 -3%
NFC
982
Northeast Financial Consultants
Connecticut
$486K +$166 +5 +0%
JIC
983
Joel Isaacson & Co
New York
$485K -$49.3K -1,485 -10%
PWM
984
Paulson Wealth Management
Illinois
$483K -$996 -30 -0.2%
FWSM
985
First Wilshire Securities Management
California
$480K
EHC
986
Everett Harris & Co
California
$478K +$52.3K +1,575 +13%
HWM
987
Howard Wealth Management
Connecticut
$476K +$332 +10 +0.1%
RSWM
988
Robertson Stephens Wealth Management
California
$475K -$2.2M -66,225 -83%
CAM
989
Congress Asset Management
Massachusetts
$474K -$221K -6,660 -33%
HBWM
990
Hollow Brook Wealth Management
New York
$474K
OIA
991
Optimum Investment Advisors
Illinois
$474K +$498 +15 +0.1%
M
992
MOTCO
Texas
$474K +$14.3K +430 +3%
AF
993
Alerus Financial
North Dakota
$472K
ZCM
994
Ziegler Capital Management
Illinois
$472K
RIA
995
Realta Investment Advisors
Delaware
$471K +$131K +3,935 +42%
NFG
996
NewFocus Financial Group
Washington
$471K +$189K +5,680 +75%
AIP
997
Ahrens Investment Partners
Louisiana
$467K -$402K -12,095 -48%
TIM
998
Tortoise Investment Management
New York
$466K
FC
999
Fulcrum Capital
Washington
$462K -$7.15M -215,275 -94%
NF
1000
Nikulski Financial
Iowa
$462K -$53.1K -1,600 -11%

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.