We are live on ! Find out more
IJH icon

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
JC
1226
Jentner Corp
Ohio
$210K +$196K +5,900 New
SCM
1227
Schnieders Capital Management
California
$210K +$196K +5,900 New
KFP
1228
KMG Fiduciary Partners
Ohio
$209K +$195K +5,885 New
SBL
1229
Sargent Bickham Lagudis
Colorado
$208K +$166 +5 +0.1%
BC
1230
Burney Company
Virginia
$206K +$192K +5,790 New
PIA
1231
Pinion Investment Advisors
Kansas
$206K +$193K +5,805 New
SIC
1232
Salem Investment Counselors
North Carolina
$205K -$50.5K -1,520 -21%
BSA
1233
Bull Street Advisors
Georgia
$204K +$191K +5,745 New
LC
1234
Lincoln Capital
Nebraska
$204K +$191K +5,750 New
PCM
1235
Princeton Capital Management
New Jersey
$202K +$188K +5,675 New
WIA
1236
Wealthstreet Investment Advisors
Texas
$202K +$188K +5,675 New
WCWM
1237
Willow Creek Wealth Management
California
$202K +$189K +5,685 New
OBGC
1238
O'Brien Greene & Co
Pennsylvania
$202K +$189K +5,690 New
DL
1239
DOHJ LLC
Washington
$201K -$2.48M -74,605 -93%
LSAG
1240
Lake Street Advisors Group
New Hampshire
$201K +$188K +5,650 New
SW
1241
SlateStone Wealth
Florida
$201K +$188K +5,650 New
VWM
1242
Venturi Wealth Management
Texas
$200K -$49.5K -1,490 -21%
WWM
1243
WJ Wealth Management
Arizona
$200K +$188K +5,660 New
TC
1244
Trust Company
Kansas
$197K +$23.9K +720 +15%
TSW
1245
Thompson Siegel & Walmsley
Virginia
$197K +$38.7K +1,165 +27%
FP
1246
Financial Perspectives
Minnesota
$197K +$24.9K +750 +16%
WCAMG
1247
Woodard & Company Asset Management Group
North Carolina
$194K -$14.3K -430 -7%
ClearBridge Investments
1248
ClearBridge Investments
New York
$187K +$47.8K +1,440 +38%
IRAG
1249
Investment Research & Advisory Group
Georgia
$186K
PVH
1250
Psagot Value Holdings
Israel
$179K

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.