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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
AIA
101
Ally Invest Advisors
North Carolina
$41.7M +$2.52M +67,300 +6%
OAM
102
Oppenheimer Asset Management
New York
$41.3M -$2.51M -67,235 -6%
WANY
103
Wealthspire Advisors (New York)
New York
$40.6M +$11M +293,115 +36%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$39.9M +$3.32M +88,755 +9%
DWM
105
Destination Wealth Management
California
$39.5M -$668K -17,880 -2%
CWM
106
Cahaba Wealth Management
Georgia
$38.9M +$2.08M +55,575 +6%
LFS
107
Lutz Financial Services
Nebraska
$38.9M +$168K +4,485 +0.4%
CCWA
108
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$38.9M -$1.34M -35,880 -3%
BP
109
Ballentine Partners
Massachusetts
$38.4M -$877K -23,460 -2%
TFO
110
Tarbox Family Office
California
$37.8M +$673K +18,000 +2%
AA
111
ALPS Advisors
Colorado
$37.7M -$1.84M -49,350 -5%
FLPIM
112
F.L. Putnam Investment Management
Massachusetts
$37.4M +$2.21M +58,995 +6%
HSBC Holdings
113
HSBC Holdings
United Kingdom
$37.4M -$401K -10,715 -1%
MWM
114
Modera Wealth Management
New Jersey
$36.8M -$1.81M -48,400 -5%
MIFH
115
Migdal Insurance & Financial Holdings
Israel
$36.3M +$36.6M +980,000 New
CWM
116
Connecticut Wealth Management
Connecticut
$36.3M +$4.92M +131,645 +16%
PA
117
Planning Alternatives
Michigan
$36.1M +$10.5M +281,515 +41%
FHB
118
First Hawaiian Bank
Hawaii
$35.2M -$83K -2,220 -0.2%
FMWA
119
Forvis Mazars Wealth Advisors
Missouri
$34.3M +$27.8M +743,480 +410%
GIM
120
Goelzer Investment Management
Indiana
$34.2M +$911K +24,380 +3%
VFA
121
Voya Financial Advisors
Connecticut
$33.9M -$31.7M -846,795 -48%
AWA
122
Alaska Wealth Advisors
Alaska
$33.7M +$1.96M +52,340 +6%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$33.5M -$8.14M -217,730 -20%
SIC
124
Sigma Investment Counselors
Michigan
$33.4M -$28.3M -756,070 -46%
CPO
125
Cerity Partners OCIO
New York
$33.2M -$3.06M -81,845 -8%

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.