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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
FCFC
1076
First Citizens Financial Corp
Iowa
$357K -$27.6K -830 -8%
DCM
1077
Dimension Capital Management
Florida
$357K
SS
1078
Sunbelt Securities
Texas
$355K -$1.72M -51,855 -84%
AGA
1079
Arkos Global Advisors
Texas
$355K +$332K +9,995 New
PCS
1080
Personal CFO Solutions
New Jersey
$354K -$547K -16,475 -62%
GLA
1081
Great Lakes Advisors
Illinois
$354K -$9.96K -300 -3%
TTWM
1082
TCV Trust & Wealth Management
Virginia
$354K -$498 -15 -0.2%
SFP
1083
Strategic Financial Partners
Oregon
$353K -$324K -9,750 -50%
ZF
1084
Zhang Financial
Michigan
$351K -$69.6K -2,095 -18%
CCA
1085
Column Capital Advisors
Indiana
$351K +$66.4K +2,000 +25%
RFWA
1086
RPg Family Wealth Advisory
Massachusetts
$349K -$14.1K -425 -4%
WMA
1087
Wealth Management Associates
New Jersey
$347K -$11.6K -350 -3%
PAS
1088
Partnervest Advisory Services
California
$345K -$27.7K -835 -8%
ESB
1089
Essex Savings Bank
Connecticut
$344K -$406K -12,225 -56%
SAM
1090
SP Asset Management
California
$344K -$73.9K -2,225 -18%
FLI
1091
Family Legacy Inc
South Carolina
$341K +$8.14K +245 +3%
PAM
1092
Peak Asset Management
Colorado
$340K -$23.6K -710 -7%
PL
1093
Plancorp LLC
Missouri
$339K -$4.65K -140 -1%
OCM
1094
One Capital Management
California
$338K -$64.6K -1,945 -17%
BWP
1095
Baldwin Wealth Partners
Massachusetts
$336K -$9.13K -275 -3%
RC
1096
Rovin Capital
Arizona
$335K -$21.3K -640 -6%
MPI
1097
Mairs & Power Inc
Minnesota
$334K
PWP
1098
Principle Wealth Partners
Connecticut
$331K -$33.7K -1,015 -10%
SAM
1099
Summit Asset Management
Tennessee
$331K
SB
1100
Strategic Blueprint
Georgia
$330K -$31.2K -940 -9%

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.