We are live on ! Find out more
IJH icon

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
TCM
1351
Tradewinds Capital Management
Washington
$13K
MLFP
1352
MPS Loria Financial Planners
Illinois
$13K +$11.8K +355 New
AP
1353
Atwood & Palmer
Missouri
$12K
SCA
1354
Stonebridge Capital Advisors
Minnesota
$12K
HWA
1355
HCR Wealth Advisors
California
$11K
TWP
1356
TFO Wealth Partners
Ohio
$10K -$3.15K -95 -25%
SFC
1357
SYM Financial Corp
Indiana
$10K
WFMPM
1358
Woodley Farra Manion Portfolio Management
Indiana
$10K
ADL
1359
Asset Dedication LLC
California
$9K
TFA
1360
Transamerica Financial Advisors
Florida
$9K +$8.3K +250 New
FFC
1361
First Financial Corp
Indiana
$9K +$8.63K +260 New
SIS
1362
Sound Income Strategies
Florida
$8K -$11.6K -350 -60%
RFA
1363
Reilly Financial Advisors
California
$8K +$830 +25 +13%
AC
1364
AlphaCore Capital
California
$7K -$109K -3,285 -94%
BL
1365
Balentine LLC
Georgia
$7K
BC
1366
Barnett & Company
Tennessee
$7K
LDFR
1367
Lehman & Derafelo Financial Resources
Pennsylvania
$7K +$6.31K +190 New
BBA
1368
Braun-Bostich & Associates
Pennsylvania
$6K
HFA
1369
HC Financial Advisors
California
$6K
PA
1370
Perennial Advisors
New York
$6K +$5.15K +155 New
AAP
1371
Arax Advisory Partners
Colorado
$5K -$14.6K -440 -77%
FMP
1372
Financial Management Professionals
Texas
$5K
TFA
1373
Toth Financial Advisory
Virginia
$4K -$3.49K -105 -46%
AIM
1374
Arcadia Investment Management
Michigan
$4K
ED
1375
Exane Derivatives
France
$3.02K -$51.6K -1,555 -95%

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.