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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
CFG
101
Citizens Financial Group
Rhode Island
$39.4M +$4.59M +138,265 +14%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$39.1M -$3.27M -98,530 -8%
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$38.6M +$36M +1,084,125 New
DWM
104
Destination Wealth Management
California
$38.5M +$2.29M +68,825 +7%
AA
105
ALPS Advisors
Colorado
$37.9M -$1.45M -43,550 -4%
BP
106
Ballentine Partners
Massachusetts
$37.6M -$4.77M -143,630 -12%
AIA
107
Ally Invest Advisors
North Carolina
$37.6M +$1.28M +38,650 +4%
CWM
108
Cahaba Wealth Management
Georgia
$37.5M +$2.69M +81,130 +9%
LFS
109
Lutz Financial Services
Nebraska
$37.1M +$6.39M +192,470 +23%
MWM
110
Modera Wealth Management
New Jersey
$37.1M -$1.99M -59,790 -5%
MSA
111
Mason Street Advisors
Wisconsin
$37M -$16.1M -484,525 -32%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$36.2M -$1.02M -30,705 -3%
TFO
113
Tarbox Family Office
California
$35.7M -$313K -9,415 -0.9%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$35.1M -$308K -9,260 -0.9%
CPO
115
Cerity Partners OCIO
New York
$34.8M -$1.74M -52,320 -5%
FHB
116
First Hawaiian Bank
Hawaii
$33.8M +$1.69M +51,020 +6%
FLPIM
117
F.L. Putnam Investment Management
Massachusetts
$33.8M +$5.02M +151,235 +19%
AF
118
Affiance Financial
Minnesota
$32.6M +$687K +20,690 +2%
GIM
119
Goelzer Investment Management
Indiana
$32M +$1.15M +34,580 +4%
Rafferty Asset Management
120
Rafferty Asset Management
New York
$31.7M +$22.3M +671,400 +305%
TCM
121
Twele Capital Management
Minnesota
$31.7M -$1.65M -49,830 -5%
AWM
122
AE Wealth Management
Kansas
$31M +$12.9M +387,395 +80%
FIB
123
First Interstate Bank
Montana
$30.9M +$2.85M +85,680 +11%
WAM
124
Wealthspire Advisors (Maryland)
Maryland
$30.9M -$902K -27,150 -3%
1832 Asset Management
125
1832 Asset Management
Ontario, Canada
$30.7M +$133K +4,000 +0.5%

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.