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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
PL
1101
Plancorp LLC
Missouri
$339K -$15K -400 -4%
LDB
1102
Lee, Danner & Bass
Tennessee
$339K
DTC
1103
Davidson Trust Company
Washington
$338K
IAS
1104
IMA Advisory Services
Colorado
$337K -$50.5K -1,350 -13%
FANJ
1105
Financial Architects (New Jersey)
New Jersey
$336K
GIA
1106
Guyasuta Investment Advisors
Pennsylvania
$336K +$18.7K +500 +6%
SC
1107
SouthState Corp
Florida
$335K -$82.1K -2,195 -20%
SHA
1108
Seneca House Advisors
Virginia
$335K -$6.17K -165 -2%
RCM
1109
Radnor Capital Management
Pennsylvania
$334K +$63.6K +1,700 +23%
LC
1110
Lincoln Capital
Nebraska
$334K +$122K +3,250 +57%
AFP
1111
Ausdal Financial Partners
Iowa
$333K +$47.1K +1,260 +16%
CWM
1112
Confluence Wealth Management
Oregon
$331K +$36.8K +985 +13%
AWMG
1113
Alliance Wealth Management Group
New Jersey
$328K +$59.8K +1,600 +22%
SFP
1114
Strategic Financial Partners
Oregon
$327K -$40.8K -1,090 -11%
BAM
1115
Barrett Asset Management
New York
$325K
CA
1116
CapWealth Advisors
Tennessee
$325K
HFAS
1117
Hummer Financial Advisory Services
Illinois
$323K +$9.35K +250 +3%
GSAM
1118
Grant Street Asset Management
Pennsylvania
$322K -$20.9K -560 -6%
AFC
1119
Adaptive Financial Consulting
Ohio
$321K +$19.4K +520 +6%
OMC
1120
Old Mission Capital
Illinois
$320K +$323K +8,635 New
FCH
1121
Freestone Capital Holdings
Washington
$319K -$66.7K -1,785 -17%
S
1122
SignatureFD
Georgia
$319K +$25.4K +680 +9%
MWM
1123
Meridian Wealth Management
Kentucky
$318K -$379K -10,145 -54%
ACM
1124
Allred Capital Management
Texas
$317K -$14K -375 -4%
MIC
1125
Meridian Investment Counsel
California
$317K +$6.17K +165 +2%

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.