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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
GLA
1076
Great Lakes Advisors
Illinois
$369K +$374 +10 +0.1%
BS
1077
Boenning & Scattergood
Pennsylvania
$367K -$15.1K -405 -4%
CCA
1078
Column Capital Advisors
Indiana
$367K +$187 +5 +0.1%
FCFC
1079
First Citizens Financial Corp
Iowa
$365K -$7.48K -200 -2%
1WA
1080
180 Wealth Advisors
Washington
$365K +$13.5K +360 +4%
MMA
1081
Miracle Mile Advisors
California
$365K +$368K +9,835 New
NSB
1082
Norway Savings Bank
Maine
$362K +$261K +6,985 +250%
IA
1083
IFG Advisors
Missouri
$361K +$79.6K +2,130 +28%
COF
1084
Capital One Financial
Virginia
$357K -$244K -6,525 -40%
DP
1085
Dearborn Partners
Illinois
$356K -$74.4K -1,990 -17%
EWM
1086
EPG Wealth Management
Georgia
$356K -$18.1K -485 -5%
FLI
1087
Family Legacy Inc
South Carolina
$356K +$935 +25 +0.3%
PAM
1088
Peak Asset Management
Colorado
$355K
RFWA
1089
RPg Family Wealth Advisory
Massachusetts
$353K -$11.2K -300 -3%
WMA
1090
Wealth Management Associates
New Jersey
$351K -$10.3K -275 -3%
PTC
1091
Philadelphia Trust Company
Pennsylvania
$351K +$354K +9,470 New
BWP
1092
Baldwin Wealth Partners
Massachusetts
$350K
RC
1093
Rovin Capital
Arizona
$349K
SW
1094
SkyOak Wealth
Michigan
$348K -$40.8K -1,090 -10%
PAS
1095
Partnervest Advisory Services
California
$345K -$15.3K -410 -4%
SB
1096
Strategic Blueprint
Georgia
$344K
SYBT
1097
Stock Yards Bank & Trust
Kentucky
$343K +$45.2K +1,210 +15%
OCM
1098
One Capital Management
California
$342K -$9.35K -250 -3%
MC
1099
Martin & Co
Tennessee
$342K
CWM
1100
Concentric Wealth Management
California
$341K +$21.3K +570 +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.