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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
DLCIG
976
D.L. Carlson Investment Group
New Hampshire
$506K
Schroder Investment Management Group
977
Schroder Investment Management Group
United Kingdom
$505K +$18.7K +500 +4%
JIC
978
Joel Isaacson & Co
New York
$501K -$4.67K -125 -0.9%
CCM
979
Covington Capital Management
California
$500K -$562K -15,035 -53%
FWSM
980
First Wilshire Securities Management
California
$500K
HWM
981
Howard Wealth Management
Connecticut
$497K +$1.12K +30 +0.2%
GA
982
Geller Advisors
New York
$497K +$57.9K +1,550 +13%
OIA
983
Optimum Investment Advisors
Illinois
$494K +$748 +20 +0.2%
AF
984
Alerus Financial
North Dakota
$493K +$374 +10 +0.1%
ZCM
985
Ziegler Capital Management
Illinois
$492K
EGWAG
986
Elwood & Goetz Wealth Advisory Group
Georgia
$492K +$18.9K +505 +4%
LWANC
987
Laurel Wealth Advisors (North Carolina)
North Carolina
$488K -$66K -1,765 -12%
GJIC
988
Gamble Jones Investment Counsel
California
$487K +$7.48K +200 +2%
FC
989
Fulcrum Capital
Washington
$486K +$5.23K +140 +1%
BAM
990
Berkshire Asset Management
Pennsylvania
$483K +$187K +5,000 +62%
WCWM
991
Willow Creek Wealth Management
California
$483K +$275K +7,345 +129%
HCM
992
Howland Capital Management
Massachusetts
$478K -$1.12K -30 -0.2%
AW
993
ACG Wealth
Georgia
$474K -$60.2K -1,610 -11%
AIA
994
Armor Investment Advisors
North Carolina
$473K
FA
995
FDx Advisors
Illinois
$472K +$476K +12,730 New
MCM
996
Mitchell Capital Management
Kansas
$471K -$95K -2,540 -17%
ATPW
997
Ashton Thomas Private Wealth
Arizona
$470K -$186K -4,985 -28%
RG
998
Retirement Group
California
$469K +$9.91K +265 +2%
TIM
999
Tortoise Investment Management
New York
$467K -$18.5K -495 -4%
SCA
1000
Sage Capital Advisors
South Dakota
$467K +$2.06K +55 +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.