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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
CMO
1001
Covenant Multifamily Offices
Texas
$462K -$37.5K -1,130 -8%
CWS
1002
Cypress Wealth Services
California
$460K -$238K -7,170 -36%
GJIC
1003
Gamble Jones Investment Counsel
California
$460K
DSAM
1004
Dock Street Asset Management
Florida
$459K -$1.99K -60 -0.5%
HCM
1005
Howland Capital Management
Massachusetts
$459K +$5.98K +180 +1%
TNBTD
1006
Trustmark National Bank Trust Department
Mississippi
$456K -$111K -3,355 -21%
Schroder Investment Management Group
1007
Schroder Investment Management Group
United Kingdom
$456K
CANC
1008
Culbertson A N & Co
Virginia
$455K
BRWM
1009
B. Riley Wealth Management
Tennessee
$454K -$802K -24,140 -65%
AIA
1010
Armor Investment Advisors
North Carolina
$454K -$19.9K -600 -4%
EGWAG
1011
Elwood & Goetz Wealth Advisory Group
Georgia
$454K +$424K +12,770 New
GCA
1012
Greenwood Capital Associates
South Carolina
$452K
IAIM
1013
International Assets Investment Management
Florida
$451K -$23.1K -695 -5%
DACG
1014
Donor Advised Charitable Giving
California
$450K +$16.4K +495 +4%
SCA
1015
Sage Capital Advisors
South Dakota
$447K +$3.65K +110 +0.9%
MCM
1016
Maple Capital Management
Vermont
$445K +$162K +4,875 +64%
OCG
1017
Opus Capital Group
Ohio
$444K
FA
1018
FMA Advisory
Pennsylvania
$443K +$5.31K +160 +1%
RG
1019
Retirement Group
California
$441K +$412K +12,400 New
WPC
1020
Waters Parkerson & Co
Louisiana
$439K -$37K -1,115 -8%
MWM
1021
Merriman Wealth Management
Washington
$436K -$181K -5,455 -31%
SBWM
1022
Sunflower Bank Wealth Management
Arizona
$436K -$49.8K -1,500 -11%
Luther King Capital Management (LKCM)
1023
Luther King Capital Management (LKCM)
Texas
$433K
PP
1024
Patten & Patten
Tennessee
$432K -$33K -995 -8%
PFBT
1025
Parkside Financial Bank & Trust
Missouri
$431K -$31.5K -950 -7%

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.