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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
GPC
1026
Garrison Point Capital
California
$431K +$403K +12,130 New
HCIA
1027
Hochman Cole Investment Advisors
Illinois
$429K -$18.3K -550 -4%
GG
1028
GenWealth Group
New Jersey
$428K -$23.2K -700 -5%
ECM
1029
EagleClaw Capital Management
Massachusetts
$426K
GA
1030
Geller Advisors
New York
$421K -$415K -12,500 -51%
MAM
1031
Marquette Asset Management
Minnesota
$421K
DP
1032
Dearborn Partners
Illinois
$412K -$162K -4,870 -30%
X
1033
Xponance
Pennsylvania
$410K +$383K +11,540 New
FTI
1034
Fiduciary Trust International
Massachusetts
$409K -$2.74M -82,565 -88%
APW
1035
Austin Private Wealth
Texas
$409K -$79.2K -2,385 -17%
CCA
1036
Conservest Capital Advisors
Pennsylvania
$409K +$1.83K +55 +0.5%
PWA
1037
Peterson Wealth Advisors
Utah
$408K -$93.3K -2,810 -20%
ST
1038
Somerset Trust
Pennsylvania
$407K -$404K -12,165 -52%
CIA
1039
Choate Investment Advisors
Massachusetts
$406K
BFA
1040
Bluestem Financial Advisors
Illinois
$406K +$45K +1,355 +13%
VC
1041
Veracity Capital
Georgia
$402K +$57K +1,715 +18%
FFA
1042
First Foundation Advisors
California
$401K +$375K +11,280 New
SC
1043
SouthState Corp
Florida
$399K -$12.8K -385 -3%
IC
1044
Innealta Capital
Texas
$397K +$35.9K +1,080 +11%
PFO
1045
Pathstone Family Office
New Jersey
$395K +$1.16K +35 +0.3%
EC
1046
Estate Counselors
Wisconsin
$391K -$16.6K -500 -4%
PPP
1047
Private Portfolio Partners
New Jersey
$389K -$138K -4,160 -28%
HS
1048
Horan Securities
United States
$389K +$40.7K +1,225 +13%
LPIC
1049
LeJeune Puetz Investment Counsel
Michigan
$388K
FFN
1050
Focus Financial Network
Minnesota
$384K -$14.6K -440 -4%

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.