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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
HWA
1176
HHM Wealth Advisors
Tennessee
$265K +$2.43K +65 +0.9%
WPP
1177
Whalerock Point Partners
Rhode Island
$265K -$218K -5,820 -81%
EWM
1178
Empirical Wealth Management
Washington
$263K +$265K +7,095 New
RIL
1179
Rothschild Investment LLC
Illinois
$259K +$262K +7,000 New
FBC
1180
Fairfield, Bush & Co
Connecticut
$258K
RBFC
1181
Roman Butler Fullerton & Co
Missouri
$258K +$374 +10 +0.1%
BCP
1182
Berkeley Capital Partners
Georgia
$257K -$1.87K -50 -0.7%
RW
1183
RVW Wealth
California
$257K +$259K +6,935 New
GCM
1184
Gibraltar Capital Management
Oklahoma
$257K +$259K +6,940 New
AIM
1185
Axiom Investment Management
New York
$256K
GEA
1186
Glen Eagle Advisors
New Jersey
$256K -$8.04K -215 -3%
AWM
1187
Affinity Wealth Management
Delaware
$254K +$242K +6,480 New
WCFA
1188
Walkner Condon Financial Advisors
Wisconsin
$254K +$256K +6,840 New
VCAM
1189
Van Cleef Asset Management
Ohio
$251K -$14.4K -385 -5%
PG
1190
Proffitt & Goodson
Tennessee
$251K
AFS
1191
Aft Forsyth & Sober
Florida
$250K
BBA
1192
BLB&B Advisors
Pennsylvania
$250K +$1.68K +45 +0.7%
SC
1193
Scotia Capital
Ontario, Canada
$249K -$45K -1,205 -15%
PWM
1194
Paulson Wealth Management
Illinois
$247K -$259K -6,915 -51%
CDIA
1195
Capital Directions Investment Advisors
Georgia
$247K
EA
1196
Elm Advisors
California
$247K +$6.54K +175 +3%
MTC
1197
McDaniel Terry & Co
Texas
$246K
ACA
1198
Affinity Capital Advisors
California
$246K +$561 +15 +0.2%
EFSCE
1199
Enterprise Financial Services Corp (EFSC)
Missouri
$245K -$6.73K -180 -3%
LFA
1200
Lighthouse Financial Advisors
Maryland
$243K -$40.2K -1,075 -14%

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.