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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
EP
1326
Eudaimonia Partners
Tennessee
$43K -$43.7K -1,170 -50%
SFG
1327
Sowa Financial Group
Rhode Island
$42K
SFA
1328
Stewardship Financial Advisors
Georgia
$41K -$14K -375 -25%
CFG
1329
Capstone Financial Group
Oklahoma
$39K
FPB
1330
First PREMIER Bank
South Dakota
$37K
LB
1331
Legacy Bridge
Iowa
$37K
AWA
1332
Arkadios Wealth Advisors
Georgia
$36.8K
MF
1333
Manchester Financial
California
$34K
IBOK
1334
Independence Bank of Kentucky
Kentucky
$33K
PAI
1335
Pittenger & Anderson Inc
Nebraska
$33K
AP
1336
Arlington Partners
Alabama
$32K -$8.97K -240 -22%
CIM
1337
Contravisory Investment Management
Massachusetts
$32K +$32K +855 New
SWA
1338
Sutton Wealth Advisors
Florida
$30.8K +$16.1K +430 +108%
RMC
1339
Resources Management Corp
Connecticut
$29K
SSW
1340
Smith Shellnut Wilson
Mississippi
$28.4K -$4.33M -115,795 -82%
BAM
1341
Bellevue Asset Management
Washington
$28K
SSWG
1342
Seven Springs Wealth Group
Tennessee
$27K
KFO
1343
Kopp Family Office
Minnesota
$27K +$27.5K +735 New
WB
1344
West Bancorporation
Iowa
$24K
ADL
1345
Asset Dedication LLC
California
$24K +$15.3K +410 +167%
TFM
1346
TFC Financial Management
Massachusetts
$24K +$23.9K +640 New
RCM
1347
Rain Capital Management
Oregon
$23K
FFC
1348
First Financial Corp
Indiana
$23K +$13.5K +360 +138%
NFSG
1349
Newbridge Financial Services Group
Florida
$23K +$23.4K +625 New
EAM
1350
Eukles Asset Management
Ohio
$22K

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.