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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
NCM
1126
Noesis Capital Mangement
Florida
$314K
SAM
1127
Summit Asset Management
Tennessee
$311K -$35K -935 -10%
RCA
1128
Rowland Carmichael Advisors
Arizona
$311K -$16.3K -435 -5%
FHC
1129
First Heartland Consultants
Missouri
$311K -$13.5K -360 -4%
SRC
1130
Sage Rhino Capital
California
$311K
GWM
1131
Gray Wealth Management
Maine
$310K +$374 +10 +0.1%
AFAS
1132
Acorn Financial Advisory Services
Virginia
$309K +$187 +5 +0.1%
CQS
1133
Credential Qtrade Securities
$307K +$71K +1,900 +30%
BCA
1134
Bay Colony Advisors
Massachusetts
$307K +$10.7K +285 +4%
HFS
1135
Haverford Financial Services
Pennsylvania
$307K +$54.2K +1,450 +21%
CAM
1136
Carret Asset Management
New York
$306K +$11.2K +300 +4%
PGIM
1137
Pacific Global Investment Management
California
$306K +$308K +8,250 New
MIM
1138
Macroview Investment Management
Maryland
$305K +$26.5K +710 +9%
JPG
1139
Jordan Park Group
California
$302K
PWP
1140
Principle Wealth Partners
Connecticut
$298K -$46.7K -1,250 -13%
LIA
1141
LS Investment Advisors
Michigan
$298K -$9.35K -250 -3%
ACI
1142
Alpha Cubed Investments
California
$297K -$16.8K -450 -5%
AGA
1143
Arkos Global Advisors
Texas
$295K -$75.7K -2,025 -20%
IWP
1144
IAG Wealth Partners
Wisconsin
$295K -$38.5K -1,030 -11%
HCM
1145
Hollencrest Capital Management
California
$295K +$18.7K +500 +7%
MIAS
1146
Mason Investment Advisory Services
Virginia
$294K
ECM
1147
Evergreen Capital Management
Washington
$294K -$5.42K -145 -2%
HCA
1148
Heck Capital Advisors
Wisconsin
$292K -$40.9K -1,095 -12%
BWM
1149
Baystate Wealth Management
Massachusetts
$290K -$4.11K -110 -1%
WAOI
1150
Wealth Advisors of Iowa
Iowa
$289K -$5.82M -155,795 -84%

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.