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
GEA
1176
Glen Eagle Advisors
New Jersey
$253K
PAM
1177
Premier Asset Management
Illinois
$253K
GC
1178
Gibson Capital
Pennsylvania
$252K
HWA
1179
HHM Wealth Advisors
Tennessee
$252K +$1.33K +40 +0.6%
TH
1180
TCTC Holdings
Texas
$250K -$78K -2,350 -25%
EP
1181
EPIQ Partners
Minnesota
$249K -$59.4K -1,790 -20%
BCP
1182
Berkeley Capital Partners
Georgia
$249K +$232K +6,990 New
FBC
1183
Fairfield, Bush & Co
Connecticut
$248K +$231K +6,965 New
RBFC
1184
Roman Butler Fullerton & Co
Missouri
$247K +$231K +6,955 New
AIM
1185
Axiom Investment Management
New York
$245K -$498 -15 -0.2%
EFSCE
1186
Enterprise Financial Services Corp (EFSC)
Missouri
$243K -$104K -3,125 -31%
HFS
1187
Haverford Financial Services
Pennsylvania
$243K +$227K +6,825 New
PG
1188
Proffitt & Goodson
Tennessee
$241K
AFS
1189
Aft Forsyth & Sober
Florida
$240K +$37.4K +1,125 +20%
HWM
1190
Hohimer Wealth Management
Washington
$239K +$223K +6,715 New
BBA
1191
BLB&B Advisors
Pennsylvania
$238K +$222K +6,700 New
CDIA
1192
Capital Directions Investment Advisors
Georgia
$237K -$8.3K -250 -4%
MTC
1193
McDaniel Terry & Co
Texas
$236K +$220K +6,630 New
MWM
1194
McNaughton Wealth Management
California
$235K -$14.1K -425 -6%
ACA
1195
Affinity Capital Advisors
California
$235K +$220K +6,620 New
GCA
1196
Gradient Capital Advisors
California
$233K +$217K +6,545 New
T. Rowe Price Associates
1197
T. Rowe Price Associates
Maryland
$232K +$217K +6,525 New
AIC
1198
Archer Investment Corporation
Indiana
$232K -$79.5K -2,395 -27%
VWA
1199
Visionary Wealth Advisors
Illinois
$231K -$41K -1,235 -16%
EA
1200
Elm Advisors
California
$231K -$27.7K -835 -11%

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.