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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
GCA
1201
Gradient Capital Advisors
California
$243K
MWM
1202
Maltin Wealth Management
New Jersey
$241K +$2.99K +80 +1%
MFP
1203
Meridian Financial Partners
Virginia
$240K
RI
1204
Ridgewood Investments
New Jersey
$239K -$187 -5 -0.1%
HIS
1205
Harvest Investment Services
Illinois
$239K
ClearBridge Investments
1206
ClearBridge Investments
New York
$236K +$41.7K +1,115 +21%
NP
1207
NorthRock Partners
Minnesota
$234K +$236K +6,325 New
IWA
1208
Intercontinental Wealth Advisors
Texas
$232K
AIC
1209
Archer Investment Corporation
Indiana
$231K -$9.91K -265 -4%
PIA
1210
Perennial Investment Advisors
California
$230K -$7.48K -200 -3%
GDP
1211
Great Diamond Partners
Maine
$230K
SWM
1212
Sugarloaf Wealth Management
Georgia
$228K -$6.73K -180 -3%
CWC
1213
Carolinas Wealth Consulting
North Carolina
$228K +$748 +20 +0.3%
JAWM
1214
J. Arnold Wealth Management
Ohio
$227K -$299K -7,990 -57%
EWP
1215
Engrave Wealth Partners
Texas
$225K -$9.91K -265 -4%
KC
1216
Kingfisher Capital
North Carolina
$225K +$227K +6,060 New
MWM
1217
McNaughton Wealth Management
California
$223K -$21.5K -575 -9%
Toronto Dominion Bank
1218
Toronto Dominion Bank
Ontario, Canada
$223K
CPC
1219
Congress Park Capital
New York
$223K +$225K +6,010 New
RW
1220
REDW Wealth
New Mexico
$222K
DWM
1221
Doyle Wealth Management
Florida
$221K +$374 +10 +0.2%
PFG
1222
PAX Financial Group
Texas
$219K -$8.97K -240 -4%
APW
1223
Aurora Private Wealth
New Jersey
$219K -$2.43K -65 -1%
JC
1224
Jentner Corp
Ohio
$219K
SCM
1225
Schnieders Capital Management
California
$219K

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.