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
PO
1251
Private Ocean
California
$176K -$86.3K -2,600 -34%
IIC
1252
Integrated Investment Consultants
Michigan
$173K +$14.8K +445 +0.5%
MM
1253
Main Management
California
$172K
NPP
1254
New Potomac Partners
Maryland
$171K -$6.97K -210 -4%
QT
1255
Quantbot Technologies
New York
$169K +$159K +4,775 New
GIP
1256
Granite Investment Partners
California
$166K +$132K +3,970 +679%
HBT
1257
Hills Bank & Trust
Iowa
$165K +$154K +4,645 New
CYG
1258
Clean Yield Group
Vermont
$160K -$149K -4,500 -50%
LWM
1259
Liberty Wealth Management
California
$160K +$10.8K +325 +8%
BCA
1260
Bray Capital Advisors
Florida
$157K -$75.9K -2,285 -34%
CI
1261
Cordant Inc
Oregon
$154K +$37.7K +1,135 +36%
PIA
1262
Powell Investment Advisors
Florida
$148K
DCM
1263
Disciplina Capital Management
Tennessee
$148K
PGAM
1264
Princeton Global Asset Management
New Jersey
$142K -$49.8K -1,500 -27%
IFAM
1265
Institutional & Family Asset Management
Colorado
$138K +$123K +3,715 +2,064%
SIM
1266
Sonora Investment Management
Arizona
$135K -$50.8K -1,530 -29%
CLOS
1267
Compagnie Lombard Odier SCmA
Switzerland
$131K
JWM
1268
Janiczek Wealth Management
Colorado
$120K +$19.8K +595 +21%
JCM
1269
Jacobi Capital Management
Pennsylvania
$120K +$110K +3,325 +97%
AWM
1270
Apollon Wealth Management
South Carolina
$119K -$197K -5,945 -64%
IA
1271
Independence Advisors
Pennsylvania
$111K -$5.48K -165 -5%
FRA
1272
Front Row Advisors
California
$111K
APWM
1273
Atlas Private Wealth Management
New York
$109K
MHR
1274
Matthew Hamilton Rosenberg
$107K
BFIM
1275
Beese Fulmer Investment Management
Ohio
$104K +$97K +2,920 New

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.