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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
FA
1026
FMA Advisory
Pennsylvania
$427K -$35.1K -940 -8%
PWA
1027
Peterson Wealth Advisors
Utah
$427K +$2.06K +55 +0.5%
CANC
1028
Culbertson A N & Co
Virginia
$425K -$49.5K -1,325 -10%
MWC
1029
MKD Wealth Coaches
Michigan
$424K -$3.21M -85,880 -88%
CIA
1030
Choate Investment Advisors
Massachusetts
$424K
ST
1031
Somerset Trust
Pennsylvania
$424K
APW
1032
Austin Private Wealth
Texas
$423K -$3.92K -105 -0.9%
TNBTD
1033
Trustmark National Bank Trust Department
Mississippi
$417K -$58.3K -1,560 -12%
CAM
1034
Concorde Asset Management
Michigan
$417K +$125K +3,345 +42%
HCIA
1035
Hochman Cole Investment Advisors
Illinois
$416K -$31.8K -850 -7%
PFO
1036
Pathstone Family Office
New Jersey
$414K +$2.06K +55 +0.5%
SLG
1037
Stanley-Laman Group
Pennsylvania
$411K -$270K -7,230 -39%
MWM
1038
Merriman Wealth Management
Washington
$409K -$45.6K -1,220 -10%
ACP
1039
Aveo Capital Partners
Colorado
$406K +$409K +10,950 New
LPIC
1040
LeJeune Puetz Investment Counsel
Michigan
$404K
TW
1041
Transform Wealth
Colorado
$402K -$253K -6,760 -38%
MAM
1042
Marquette Asset Management
Minnesota
$402K -$37.4K -1,000 -8%
TWM
1043
Titus Wealth Management
California
$402K +$9.72K +260 +2%
DSAM
1044
Dock Street Asset Management
Florida
$397K -$82.1K -2,195 -17%
WP
1045
WealthShield Partners
North Carolina
$397K +$9.16K +245 +2%
PS
1046
Planned Solutions
California
$396K +$399K +10,685 New
TFGT
1047
TS Financial Group (TSFG)
Illinois
$393K -$193K -5,175 -33%
WPC
1048
Waters Parkerson & Co
Louisiana
$393K -$65K -1,740 -14%
SS
1049
Sunbelt Securities
Texas
$391K +$20.6K +550 +6%
BFA
1050
Bragg Financial Advisors
North Carolina
$390K

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.