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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
ACA
1301
Aptus Capital Advisors
Alabama
$64K +$6.48K +195 +12%
HIIFS
1302
Harel Insurance Investments & Financial Services
Israel
$63K
WOC
1303
West Oak Capital
California
$59K +$21.9K +660 +66%
FA
1304
Faithward Advisors
Pennsylvania
$54K -$3.49K -105 -6%
JHCP
1305
Jackson Hole Capital Partners
Oklahoma
$54K
SFA
1306
Stewardship Financial Advisors
Georgia
$53K +$12.5K +375 +34%
WEC
1307
Winslow Evans & Crocker
Massachusetts
$52K +$19.6K +590 +66%
AW
1308
Avion Wealth
Texas
$51K -$59.3K -1,785 -56%
MCM
1309
Manchester Capital Management
Vermont
$49K
BCV
1310
Banque Cantonale Vaudoise
Switzerland
$49K +$45K +1,355 New
CL
1311
Cabana LLC
Arkansas
$49K +$45.5K +1,370 New
PP
1312
PrairieView Partners
Minnesota
$46K
MWA
1313
Moser Wealth Advisors
Washington
$45K
DAM
1314
Delta Asset Management
Tennessee
$44K
SFSG
1315
Stearns Financial Services Group
North Carolina
$42K -$12.3K -370 -24%
TWA
1316
TCI Wealth Advisors
Arizona
$41K +$33.2K +1,000 +667%
RDWM
1317
Red Door Wealth Management
Tennessee
$40K
SFG
1318
Sowa Financial Group
Rhode Island
$40K
AP
1319
Arlington Partners
Alabama
$39K -$355K -10,700 -91%
AssetMark Inc
1320
AssetMark Inc
California
$38K -$63.3K -1,905 -64%
GFPC
1321
Global Financial Private Capital
Florida
$38K -$8.14K -245 -19%
CFG
1322
Capstone Financial Group
Oklahoma
$36K
FPB
1323
First PREMIER Bank
South Dakota
$36K
LB
1324
Legacy Bridge
Iowa
$36K
FWM
1325
Filbrandt Wealth Management
Wisconsin
$34K +$16.1K +485 +102%

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.