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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
KFP
1226
KMG Fiduciary Partners
Ohio
$219K +$748 +20 +0.3%
OBGC
1227
O'Brien Greene & Co
Pennsylvania
$219K +$8.6K +230 +4%
AWM
1228
Aberdeen Wealth Management
Illinois
$215K +$217K +5,810 New
NWP
1229
Northstar Wealth Partners
Connecticut
$214K -$108K -2,895 -33%
PD
1230
Planning Directions
Pennsylvania
$214K -$15.3K -410 -7%
SWAG
1231
Spectrum Wealth Advisory Group
California
$214K +$217K +5,800 New
BRWM
1232
B. Riley Wealth Management
Tennessee
$213K -$262K -7,020 -55%
BSA
1233
Bull Street Advisors
Georgia
$213K
SBL
1234
Sargent Bickham Lagudis
Colorado
$210K -$6.92K -185 -3%
PCM
1235
Princeton Capital Management
New Jersey
$210K
LSAG
1236
Lake Street Advisors Group
New Hampshire
$209K
SW
1237
SlateStone Wealth
Florida
$209K
TSW
1238
Thompson Siegel & Walmsley
Virginia
$209K +$3.74K +100 +2%
ST
1239
Sabal Trust
Florida
$208K -$2.61M -69,800 -93%
VWM
1240
Venturi Wealth Management
Texas
$208K
JWM
1241
JGP Wealth Management
Oregon
$207K -$4.91M -131,455 -96%
TK
1242
TIAA Kaspick
Massachusetts
$207K -$896K -23,955 -81%
PIA
1243
Pinion Investment Advisors
Kansas
$206K
TC
1244
Trust Company
Kansas
$206K
FP
1245
Financial Perspectives
Minnesota
$205K +$187 +5 +0.1%
Renaissance Technologies
1246
Renaissance Technologies
New York
$204K -$2.5M -67,000 -92%
PWP
1247
Private Wealth Partners
California
$204K +$206K +5,500 New
CPA
1248
Capital Planning Advisors
California
$201K -$35.5K -950 -15%
SFG
1249
SNS Financial Group
Minnesota
$201K +$203K +5,435 New
CIC
1250
Cutler Investment Counsel
Oregon
$200K +$202K +5,390 New

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.