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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
LSA
1051
Lion Street Advisors
Texas
$383K +$166K +5,010 +87%
LCM
1052
LVM Capital Management
Michigan
$382K -$12.8K -385 -3%
JFG
1053
JMG Financial Group
Illinois
$381K
SFP
1054
Shepherd Financial Partners
Massachusetts
$380K -$250K -7,525 -41%
IC
1055
InterOcean Capital
Illinois
$379K +$498 +15 +0.1%
CT
1056
Columbia Trust
Oregon
$376K
TWM
1057
Titus Wealth Management
California
$376K +$2.66K +80 +0.8%
BFA
1058
Bragg Financial Advisors
North Carolina
$374K
SW
1059
SkyOak Wealth
Michigan
$373K -$7.64K -230 -2%
WP
1060
WealthShield Partners
North Carolina
$372K -$190K -5,735 -35%
ANBT
1061
American National Bank & Trust
Texas
$371K
IAS
1062
IMA Advisory Services
Colorado
$371K
BFEC
1063
Benjamin F. Edwards & Company
Missouri
$370K -$39.4K -1,185 -10%
JWCA
1064
J.W. Coons Advisors
Ohio
$369K -$37K -1,115 -10%
BS
1065
Boenning & Scattergood
Pennsylvania
$367K -$125K -3,765 -27%
TB
1066
Terril Brothers
Missouri
$365K
TI
1067
Tidal Investments
Wisconsin
$364K +$341K +10,255 New
NG
1068
NWK Group
California
$362K +$10.5K +315 +3%
Jane Street
1069
Jane Street
New York
$359K -$4.62M -139,120 -93%
EWM
1070
EPG Wealth Management
Georgia
$359K -$956K -28,795 -74%
JLBC
1071
J.L. Bainbridge & Co
Florida
$359K
LA
1072
LexAurum Advisors
Kansas
$358K -$47K -1,415 -12%
DE
1073
Day & Ennis
Georgia
$358K +$104K +3,130 +45%
MFW
1074
Mosaic Family Wealth
Missouri
$358K +$335K +10,080 New
TW
1075
TrinityPoint Wealth
Connecticut
$357K -$88.8K -2,675 -21%

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.