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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
GSAM
1101
Grant Street Asset Management
Pennsylvania
$329K +$307K +9,255 New
MAM
1102
Meeder Asset Management
Ohio
$328K -$217K -6,520 -41%
MC
1103
Martin & Co
Tennessee
$328K -$14.1K -425 -4%
SHA
1104
Seneca House Advisors
Virginia
$327K +$2.82K +85 +0.9%
APWA
1105
Atlas Private Wealth Advisors
New Jersey
$327K +$305K +9,190 New
1WA
1106
180 Wealth Advisors
Washington
$325K -$806K -24,260 -73%
LDB
1107
Lee, Danner & Bass
Tennessee
$325K -$6.14K -185 -2%
DTC
1108
Davidson Trust Company
Washington
$325K
FANJ
1109
Financial Architects (New Jersey)
New Jersey
$322K
IWP
1110
IAG Wealth Partners
Wisconsin
$320K -$143K -4,320 -33%
SCM
1111
Southport Capital Management
Tennessee
$320K +$3.82K +115 +1%
QC
1112
QCM Cayman
Texas
$320K +$299K +9,000 New
HCA
1113
Heck Capital Advisors
Wisconsin
$320K -$951K -28,635 -76%
ACM
1114
Allred Capital Management
Texas
$318K -$65.1K -1,960 -18%
BWM
1115
BCS Wealth Management
Tennessee
$316K -$14.3K -430 -5%
RCA
1116
Rowland Carmichael Advisors
Arizona
$313K +$2.16K +65 +0.7%
CA
1117
CapWealth Advisors
Tennessee
$312K -$33.2K -1,000 -10%
BAM
1118
Barrett Asset Management
New York
$312K +$10.8K +325 +4%
FHC
1119
First Heartland Consultants
Missouri
$311K -$18.1K -545 -6%
NWP
1120
Northstar Wealth Partners
Connecticut
$309K +$6.64K +200 +2%
CWM
1121
Concentric Wealth Management
California
$307K
GIA
1122
Guyasuta Investment Advisors
Pennsylvania
$305K
ACI
1123
Alpha Cubed Investments
California
$301K -$117K -3,525 -29%
HFAS
1124
Hummer Financial Advisory Services
Illinois
$301K
NCM
1125
Noesis Capital Mangement
Florida
$301K

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.