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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
DSA
1051
Droms Strauss Advisors
Missouri
$389K -$126K -3,375 -24%
BO
1052
Bank OZK
Arkansas
$388K +$106K +2,830 +37%
PPP
1053
Private Portfolio Partners
New Jersey
$388K -$17.6K -470 -4%
DI
1054
DAGCO Inc
Ohio
$386K -$2.91M -77,785 -88%
ANBT
1055
American National Bank & Trust
Texas
$386K
T. Rowe Price Associates
1056
T. Rowe Price Associates
Maryland
$386K +$146K +3,895 +60%
LA
1057
LexAurum Advisors
Kansas
$382K +$8.79K +235 +2%
BFA
1058
Bluestem Financial Advisors
Illinois
$380K -$42.6K -1,140 -10%
TB
1059
Terril Brothers
Missouri
$380K
DE
1060
Day & Ennis
Georgia
$380K +$7.1K +190 +2%
OR
1061
Olympiad Research
Connecticut
$379K -$891K -23,835 -70%
JWCA
1062
J.W. Coons Advisors
Ohio
$379K -$2.43K -65 -0.6%
TW
1063
TrinityPoint Wealth
Connecticut
$379K +$7.66K +205 +2%
FI
1064
Financial Insights
Washington
$377K -$1.85M -49,440 -83%
NG
1065
NWK Group
California
$377K +$561 +15 +0.1%
LCM
1066
LVM Capital Management
Michigan
$375K -$23K -615 -6%
JFG
1067
JMG Financial Group
Illinois
$375K -$22.4K -600 -6%
RSS
1068
Rosenblum Silverman Sutton
California
$374K -$141K -3,760 -27%
AIP
1069
Ahrens Investment Partners
Louisiana
$374K -$114K -3,050 -23%
JLBC
1070
J.L. Bainbridge & Co
Florida
$374K
IC
1071
Innealta Capital
Texas
$373K -$40.8K -1,090 -10%
DCM
1072
Dimension Capital Management
Florida
$372K
CI
1073
Cambiar Investors
Colorado
$371K +$374K +10,005 New
TTWM
1074
TCV Trust & Wealth Management
Virginia
$370K
SFP
1075
Shepherd Financial Partners
Massachusetts
$369K -$26.9K -720 -7%

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.