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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
MWM
1251
Minot Wealth Management
Massachusetts
$200K +$202K +5,405 New
SIC
1252
Salem Investment Counselors
North Carolina
$198K -$15.3K -410 -7%
IRAG
1253
Investment Research & Advisory Group
Georgia
$194K
WCAMG
1254
Woodard & Company Asset Management Group
North Carolina
$193K -$9.35K -250 -5%
PVH
1255
Psagot Value Holdings
Israel
$187K
IIC
1256
Integrated Investment Consultants
Michigan
$180K +$187 +5 +0%
MM
1257
Main Management
California
$179K
PCTC
1258
Perkins Coie Trust Company
Washington
$174K -$589K -15,765 -77%
PO
1259
Private Ocean
California
$172K -$11.4K -305 -6%
HBT
1260
Hills Bank & Trust
Iowa
$172K
GIP
1261
Granite Investment Partners
California
$169K
LWM
1262
Liberty Wealth Management
California
$169K +$2.24K +60 +1%
CYG
1263
Clean Yield Group
Vermont
$167K
Barclays
1264
Barclays
United Kingdom
$166K +$68.6K +1,835 +69%
PIA
1265
Powell Investment Advisors
Florida
$155K
DCM
1266
Disciplina Capital Management
Tennessee
$154K
PGAM
1267
Princeton Global Asset Management
New Jersey
$148K
IFAM
1268
Institutional & Family Asset Management
Colorado
$147K +$2.99K +80 +2%
HFRG
1269
Houlihan Financial Resource Group
Virginia
$147K +$131K +3,500 New
FRA
1270
Front Row Advisors
California
$138K +$374 +10 +0.3%
BCA
1271
Bray Capital Advisors
Florida
$137K -$27.3K -730 -17%
CLOS
1272
Compagnie Lombard Odier SCmA
Switzerland
$137K
JCM
1273
Jacobi Capital Management
Pennsylvania
$125K -$126K -3,375 -50%
JWM
1274
Janiczek Wealth Management
Colorado
$125K
ACA
1275
Aptus Capital Advisors
Alabama
$123K +$56.1K +1,500 +82%

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.