We are live on ! Find out more
IJH icon

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
CI
1276
Cordant Inc
Oregon
$119K -$41.7K -1,115 -26%
MHR
1277
Matthew Hamilton Rosenberg
$111K
CI
1278
CX Institutional
Indiana
$110K +$5.61K +150 +5%
TCM
1279
TD Capital Management
Tennessee
$108K +$4.86K +130 +5%
SIM
1280
Sonora Investment Management
Arizona
$107K -$33.3K -890 -23%
APWM
1281
Atlas Private Wealth Management
New York
$106K -$7.48K -200 -7%
GI
1282
Gradient Investments
Minnesota
$104K
HFA
1283
Hoover Financial Advisors
Pennsylvania
$100K -$123K -3,285 -55%
SL
1284
Savior LLC
Massachusetts
$100K +$9.72K +260 +11%
PWMG
1285
Prestige Wealth Management Group
New Jersey
$94K -$5.79K -155 -6%
RWG
1286
Regal Wealth Group
California
$90K +$374 +10 +0.4%
ATC
1287
Adirondack Trust Company
New York
$90K +$2.43K +65 +3%
SA
1288
SRH Advisors
Kansas
$89K +$90.1K +2,410 New
BDWM
1289
Brewin Dolphin Wealth Management
Ireland
$86.7K
FA
1290
Financial Advantage
Maryland
$82K
MWP
1291
Meridian Wealth Partners
Pennsylvania
$82K
HDIM
1292
Hanson & Doremus Investment Management
Vermont
$80K
BA
1293
Ballast Advisors
Minnesota
$79K -$6.73K -180 -8%
PFWA
1294
Paces Ferry Wealth Advisors
Georgia
$79K +$79.8K +2,135 New
JHCP
1295
Jackson Hole Capital Partners
Oklahoma
$77K +$20.9K +560 +37%
IA
1296
Independence Advisors
Pennsylvania
$75K -$40.6K -1,085 -35%
PFS
1297
Prospera Financial Services
Texas
$74K -$783K -20,940 -91%
BCM
1298
Bourgeon Capital Management
Connecticut
$74K +$74.8K +2,000 New
CMBA
1299
C.M. Bidwell & Associates
Hawaii
$73K +$187 +5 +0.3%
HWM
1300
Holloway Wealth Management
Florida
$72K

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.