We are live on ! Find out more
IJH icon

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
BO
1151
Bank OZK
Arkansas
$271K -$31.5K -950 -11%
LFA
1152
Lighthouse Financial Advisors
Maryland
$271K +$254K +7,645 New
LSPW
1153
Lake Street Private Wealth
Illinois
$270K -$113K -3,395 -31%
CWM
1154
Confluence Wealth Management
Oregon
$269K -$14.9K -450 -6%
IA
1155
IFG Advisors
Missouri
$269K +$17.1K +515 +7%
TFA
1156
Teamwork Financial Advisors
Texas
$269K +$251K +7,560 New
KCPG
1157
Kavar Capital Partners Group
Kansas
$268K
WLPWM
1158
Walled Lake Planning & Wealth Management
Illinois
$267K -$46.5K -1,400 -16%
KFI
1159
Key Financial Inc
Pennsylvania
$267K -$16.6K -500 -6%
MIM
1160
Macroview Investment Management
Maryland
$267K +$32.5K +980 +15%
IIA
1161
IPG Investment Advisors
California
$266K -$15.6K -470 -6%
HCM
1162
Hollencrest Capital Management
California
$266K
SWA
1163
SFMG Wealth Advisors
Texas
$266K
LWCFA
1164
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$265K -$297K -8,935 -55%
SDWMA
1165
Schneider Downs Wealth Management Advisors
Pennsylvania
$264K -$10.5K -315 -4%
MW
1166
Marcum Wealth
Ohio
$263K -$93.8K -2,825 -28%
Kayne Anderson Rudnick Investment Management
1167
Kayne Anderson Rudnick Investment Management
California
$262K -$1.8M -54,210 -88%
HA
1168
Harborview Advisors
Maine
$259K
BAM
1169
Belpointe Asset Management
Nevada
$259K +$1.49K +45 +0.6%
AWA
1170
ARS Wealth Advisors
Florida
$258K
RCM
1171
Radnor Capital Management
Pennsylvania
$258K
AWMG
1172
Alliance Wealth Management Group
New Jersey
$258K +$236K +7,120 New
JPMIA
1173
J.P. Marvel Investment Advisors
Massachusetts
$255K
VCAM
1174
Van Cleef Asset Management
Ohio
$255K
WPP
1175
Whalerock Point Partners
Rhode Island
$254K

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.