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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
SDAM
1201
Shulman DeMeo Asset Management
New York
$231K +$216K +6,500 New
RI
1202
Ridgewood Investments
New Jersey
$230K +$215K +6,465 New
PIA
1203
Perennial Investment Advisors
California
$229K -$29.9K -900 -12%
HIS
1204
Harvest Investment Services
Illinois
$229K +$214K +6,450 New
BCI
1205
Brinker Capital Investments
Pennsylvania
$228K +$213K +6,410 New
MWM
1206
Maltin Wealth Management
New Jersey
$228K +$213K +6,410 New
CQS
1207
Credential Qtrade Securities
$227K +$95.5K +2,875 +82%
FIM
1208
Freedom Investment Management
Connecticut
$227K -$93.1M -2,803,265 -100%
CPA
1209
Capital Planning Advisors
California
$227K -$3.22M -96,840 -94%
SWM
1210
Sugarloaf Wealth Management
Georgia
$225K -$105K -3,170 -33%
AWM
1211
Atticus Wealth Management
Florida
$222K -$2.49M -74,925 -92%
IWA
1212
Intercontinental Wealth Advisors
Texas
$222K +$208K +6,250 New
GDP
1213
Great Diamond Partners
Maine
$221K -$39.5K -1,190 -16%
PD
1214
Planning Directions
Pennsylvania
$220K +$206K +6,195 New
PFG
1215
PAX Financial Group
Texas
$219K -$12.6K -380 -6%
CWC
1216
Carolinas Wealth Consulting
North Carolina
$218K +$498 +15 +0.2%
CCT
1217
Capital City Trust
Florida
$216K -$504K -15,175 -71%
EWP
1218
Engrave Wealth Partners
Texas
$216K
MFP
1219
Meridian Financial Partners
Virginia
$216K +$202K +6,090 New
Toronto Dominion Bank
1220
Toronto Dominion Bank
Ontario, Canada
$214K
HFA
1221
Hoover Financial Advisors
Pennsylvania
$213K +$199K +5,980 New
RW
1222
REDW Wealth
New Mexico
$213K +$199K +5,995 New
DWM
1223
Doyle Wealth Management
Florida
$212K -$250K -7,520 -56%
APW
1224
Aurora Private Wealth
New Jersey
$212K -$89.3K -2,690 -31%
TL
1225
TrueWealth LLC
Georgia
$210K

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.