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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
MF
1326
Manchester Financial
California
$33K
AWA
1327
Arkadios Wealth Advisors
Georgia
$32.9K -$41.5K -1,250 -57%
IBOK
1328
Independence Bank of Kentucky
Kentucky
$32K
PAI
1329
Pittenger & Anderson Inc
Nebraska
$32K
ST
1330
Sageworth Trust
Pennsylvania
$30K +$27.7K +835 New
PA
1331
Procyon Advisors
Connecticut
$29K
First Manhattan
1332
First Manhattan
New York
$28K -$9.96K -300 -27%
RMC
1333
Resources Management Corp
Connecticut
$28K
BAM
1334
Bellevue Asset Management
Washington
$27K
SSWG
1335
Seven Springs Wealth Group
Tennessee
$26K +$24.1K +725 New
KPW
1336
Kore Private Wealth
New York
$25K
FWM
1337
FSA Wealth Management
Massachusetts
$25K +$14.9K +450 +180%
WB
1338
West Bancorporation
Iowa
$23K
RCM
1339
Rain Capital Management
Oregon
$22K
NA
1340
Nottingham Advisors
New York
$21.9K +$766K +23,065 +4%
CICI
1341
Capital Investment Counsel Inc
North Carolina
$21K
EAM
1342
Eukles Asset Management
Ohio
$21K
LFG
1343
Larson Financial Group
Missouri
$20K -$16.3K -490 -46%
ME
1344
McIlrath & Eck
Washington
$18K
CWP
1345
CFM Wealth Partners
Texas
$17K
RE
1346
RBC Europe
United Kingdom
$16.2K
CCMW
1347
Cypress Capital Management (Wyoming)
Wyoming
$16K
SWA
1348
Sutton Wealth Advisors
Florida
$14.2K +$8.97K +270 +208%
HR
1349
Howe & Rusling
New York
$14K -$144K -4,350 -92%
MSFP
1350
Mark Sheptoff Financial Planning
Connecticut
$14K

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.