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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
CI
1276
CX Institutional
Indiana
$100K
GI
1277
Gradient Investments
Minnesota
$99K -$4.48K -135 -5%
TCM
1278
TD Capital Management
Tennessee
$99K +$2.99K +90 +3%
NSB
1279
Norway Savings Bank
Maine
$99K +$46.8K +1,410 +102%
EWA
1280
Evolution Wealth Advisors
Florida
$98K -$3.32K -100 -4%
PWMG
1281
Prestige Wealth Management Group
New Jersey
$95K
Barclays
1282
Barclays
United Kingdom
$94K
ATC
1283
Adirondack Trust Company
New York
$88K
SL
1284
Savior LLC
Massachusetts
$87K
RWG
1285
Regal Wealth Group
California
$86K +$166 +5 +0.2%
BDWM
1286
Brewin Dolphin Wealth Management
Ireland
$83.2K +$77.7K +2,340 New
EP
1287
Eudaimonia Partners
Tennessee
$83K -$488K -14,695 -86%
BA
1288
Ballast Advisors
Minnesota
$83K +$7.47K +225 +11%
MWP
1289
Meridian Wealth Partners
Pennsylvania
$79K
FA
1290
Financial Advantage
Maryland
$78K
RBC
1291
Roble Belko & Company
Pennsylvania
$78K +$2.82K +85 +4%
HDIM
1292
Hanson & Doremus Investment Management
Vermont
$77K
CMBA
1293
C.M. Bidwell & Associates
Hawaii
$70K +$664 +20 +1%
SC
1294
Steph & Co
Wisconsin
$69K -$10.3K -310 -14%
HWM
1295
Holloway Wealth Management
Florida
$69K
NCM
1296
New Capital Management
Texas
$68K
MRCM
1297
M&R Capital Management
New Jersey
$66K +$29.1K +875 +88%
FWM
1298
Focused Wealth Management
New York
$65K -$10.1K -305 -14%
AWM
1299
AllSquare Wealth Management
New York
$64K
RAM
1300
Riggs Asset Management
Pennsylvania
$64K

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.