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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
BIAS
1151
Beacon Investment Advisory Services
New Jersey
$289K
NPP
1152
New Potomac Partners
Maryland
$288K +$110K +2,950 +61%
LAIC
1153
Lederer & Associates Investment Counsel
California
$287K
LSPW
1154
Lake Street Private Wealth
Illinois
$286K +$4.11K +110 +1%
SDWMA
1155
Schneider Downs Wealth Management Advisors
Pennsylvania
$286K +$11.2K +300 +4%
DSN
1156
D. Scott Neal
Kentucky
$285K
WCG
1157
Weaver Consulting Group
California
$285K
BAM
1158
Belpointe Asset Management
Nevada
$285K +$15K +400 +5%
KCPG
1159
Kavar Capital Partners Group
Kansas
$280K
SWM
1160
SigFig Wealth Management
California
$280K +$285K +7,610 New
MAM
1161
Meeder Asset Management
Ohio
$279K -$63.6K -1,700 -18%
APWA
1162
Atlas Private Wealth Advisors
New Jersey
$279K -$62.2K -1,665 -18%
EW
1163
Evoke Wealth
California
$277K -$16.8K -450 -6%
HA
1164
Harborview Advisors
Maine
$276K +$6.54K +175 +2%
CCT
1165
Capital City Trust
Florida
$275K +$50.5K +1,350 +22%
BWM
1166
BCS Wealth Management
Tennessee
$271K -$57.9K -1,550 -17%
PMA
1167
Prudent Man Advisors
Illinois
$271K +$273K +7,300 New
IIA
1168
IPG Investment Advisors
California
$270K -$7.48K -200 -3%
AWA
1169
ARS Wealth Advisors
Florida
$269K
AWS
1170
AJ Wealth Strategies
New York
$268K -$393K -10,525 -59%
HWM
1171
Hohimer Wealth Management
Washington
$268K +$2.99K +80 +1%
BC
1172
Burney Company
Virginia
$268K +$53.5K +1,430 +25%
EWA
1173
Evolution Wealth Advisors
Florida
$268K +$167K +4,475 +163%
Kayne Anderson Rudnick Investment Management
1174
Kayne Anderson Rudnick Investment Management
California
$267K -$6.17K -165 -2%
JPMIA
1175
J.P. Marvel Investment Advisors
Massachusetts
$266K

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.