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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
GWM
1126
Gray Wealth Management
Maine
$299K -$11.8K -355 -4%
MIC
1127
Meridian Investment Counsel
California
$299K
SRC
1128
Sage Rhino Capital
California
$299K +$29.1K +875 +12%
CCFM
1129
Clear Creek Financial Management
Washington
$298K +$279K +8,405 New
AFAS
1130
Acorn Financial Advisory Services
Virginia
$296K -$69.2K -2,085 -20%
LIA
1131
LS Investment Advisors
Michigan
$295K
JPG
1132
Jordan Park Group
California
$290K
AFC
1133
Adaptive Financial Consulting
Ohio
$289K +$4.32K +130 +2%
ECM
1134
Evergreen Capital Management
Washington
$287K +$16.4K +495 +7%
SYBT
1135
Stock Yards Bank & Trust
Kentucky
$286K -$11.5K -345 -4%
BAM
1136
Berkshire Asset Management
Pennsylvania
$285K -$339K -10,200 -56%
BCA
1137
Bay Colony Advisors
Massachusetts
$285K -$34.2K -1,030 -11%
Legal & General Group
1138
Legal & General Group
United Kingdom
$283K -$1.05M -31,750 -80%
CAM
1139
Carret Asset Management
New York
$283K +$3.32K +100 +1%
MIAS
1140
Mason Investment Advisory Services
Virginia
$282K
SC
1141
Scotia Capital
Ontario, Canada
$282K -$234K -7,040 -47%
BWM
1142
Baystate Wealth Management
Massachusetts
$282K -$8.3K -250 -3%
EW
1143
Evoke Wealth
California
$282K
S
1144
SignatureFD
Georgia
$281K -$44K -1,325 -14%
CAM
1145
Concorde Asset Management
Michigan
$281K +$262K +7,895 New
BIAS
1146
Beacon Investment Advisory Services
New Jersey
$277K
LAIC
1147
Lederer & Associates Investment Counsel
California
$276K
AFP
1148
Ausdal Financial Partners
Iowa
$275K -$82K -2,470 -24%
DSN
1149
D. Scott Neal
Kentucky
$273K
WCG
1150
Weaver Consulting Group
California
$273K

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.