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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
Luther King Capital Management (LKCM)
1001
Luther King Capital Management (LKCM)
Texas
$466K
IFG
1002
Independent Financial Group
California
$465K -$143K -3,825 -23%
PFBT
1003
Parkside Financial Bank & Trust
Missouri
$464K +$15.5K +415 +3%
OCG
1004
Opus Capital Group
Ohio
$463K
SG Americas Securities
1005
SG Americas Securities
New York
$460K -$82.1K -2,195 -15%
ACM
1006
AlphaStar Capital Management
North Carolina
$459K +$435K +11,645 New
IAIM
1007
International Assets Investment Management
Florida
$453K -$17K -455 -4%
GPC
1008
Garrison Point Capital
California
$452K +$2.06K +55 +0.5%
BO
1009
BRR OpCo
Ohio
$451K +$455K +12,180 New
PCM
1010
Pointe Capital Management
Michigan
$450K -$115K -3,075 -20%
HS
1011
Horan Securities
United States
$450K +$45.6K +1,220 +11%
ESB
1012
Essex Savings Bank
Connecticut
$446K +$87.9K +2,350 +24%
FFN
1013
Focus Financial Network
Minnesota
$444K +$44.9K +1,200 +11%
LWCFA
1014
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$444K +$170K +4,540 +61%
AF
1015
Allworth Financial
California
$443K -$72K -1,925 -14%
ECM
1016
EagleClaw Capital Management
Massachusetts
$443K
Legal & General Group
1017
Legal & General Group
United Kingdom
$443K +$150K +4,000 +50%
RSWM
1018
Robertson Stephens Wealth Management
California
$439K -$56.5K -1,510 -11%
AAM
1019
Autus Asset Management
Arizona
$435K +$439K +11,750 New
ZF
1020
Zhang Financial
Michigan
$434K +$69K +1,845 +19%
PP
1021
Patten & Patten
Tennessee
$431K -$18.7K -500 -4%
CAM
1022
Congress Asset Management
Massachusetts
$430K -$64.9K -1,735 -13%
CCA
1023
Conservest Capital Advisors
Pennsylvania
$428K +$2.24K +60 +0.5%
RC
1024
RegentAtlantic Capital
New Jersey
$427K -$458K -12,250 -52%
GG
1025
GenWealth Group
New Jersey
$427K -$47.3K -1,265 -10%

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.