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
SC
1301
Steph & Co
Wisconsin
$72K
NCM
1302
New Capital Management
Texas
$71K
MRCM
1303
M&R Capital Management
New Jersey
$69K
KC
1304
Knuff & Co
California
$69K +$69.7K +1,865 New
AWM
1305
AllSquare Wealth Management
New York
$67K
RAM
1306
Riggs Asset Management
Pennsylvania
$66K +$3.92K +105 +6%
HIIFS
1307
Harel Insurance Investments & Financial Services
Israel
$65K
FWM
1308
Focused Wealth Management
New York
$64K -$3.37K -90 -5%
WOC
1309
West Oak Capital
California
$62K
HIM
1310
HawsGoodwin Investment Management
Tennessee
$62K +$62.6K +1,675 New
LJHT
1311
Laurie J. Hall Trustee
$62K +$62.6K +1,675 New
AssetMark Inc
1312
AssetMark Inc
California
$61K +$21.1K +565 +53%
FA
1313
Faithward Advisors
Pennsylvania
$55K -$1.68K -45 -3%
RBC
1314
Roble Belko & Company
Pennsylvania
$53K -$28.4K -760 -35%
AW
1315
Avion Wealth
Texas
$53K
CPW
1316
Catalyst Private Wealth
California
$53K +$53.3K +1,425 New
MCM
1317
Manchester Capital Management
Vermont
$51K
BCV
1318
Banque Cantonale Vaudoise
Switzerland
$50K
WEC
1319
Winslow Evans & Crocker
Massachusetts
$48K -$7.29K -195 -13%
MWA
1320
Moser Wealth Advisors
Washington
$47K
DAM
1321
Delta Asset Management
Tennessee
$46K
T2I
1322
Turim 21 Investimentos
Brazil
$46K +$46.7K +1,250 New
RFA
1323
Reilly Financial Advisors
California
$45K +$36.6K +980 +436%
PP
1324
PrairieView Partners
Minnesota
$44K -$3.74K -100 -8%
SFSG
1325
Stearns Financial Services Group
North Carolina
$44K

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.