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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
ST
1351
Sageworth Trust
Pennsylvania
$21K -$9.91K -265 -32%
CICI
1352
Capital Investment Counsel Inc
North Carolina
$21K
LFG
1353
Larson Financial Group
Missouri
$21K +$187 +5 +0.9%
ME
1354
McIlrath & Eck
Washington
$19K
GCM
1355
Gables Capital Management
Florida
$19K +$18.7K +500 New
CCMW
1356
Cypress Capital Management (Wyoming)
Wyoming
$18K
RE
1357
RBC Europe
United Kingdom
$16.9K
HR
1358
Howe & Rusling
New York
$15K
MSFP
1359
Mark Sheptoff Financial Planning
Connecticut
$15K
FWM
1360
Filbrandt Wealth Management
Wisconsin
$14K -$22.2K -595 -62%
First Manhattan
1361
First Manhattan
New York
$14K -$15K -400 -50%
PCWA
1362
Pacific Capital Wealth Advisors
California
$14K +$14.6K +390 New
AP
1363
Atwood & Palmer
Missouri
$13K
MLFP
1364
MPS Loria Financial Planners
Illinois
$13K
TCM
1365
Tradewinds Capital Management
Washington
$13K
HWA
1366
HCR Wealth Advisors
California
$11K
TWP
1367
TFO Wealth Partners
Ohio
$11K
CFN
1368
Cordasco Financial Network
Florida
$10K +$7.1K +190 +211%
HFA
1369
High Falls Advisors
New York
$10K +$3.9M +104,260 +58%
CHAM
1370
Clear Harbor Asset Management
Connecticut
$9.64K +$9.72K +260 New
SIS
1371
Sound Income Strategies
Florida
$9K
SXL
1372
Summit X LLC
Missouri
$8.52K -$46.5K -1,245 -9%
AAP
1373
Arax Advisory Partners
Colorado
$8K +$3.37K +90 +69%
LDFR
1374
Lehman & Derafelo Financial Resources
Pennsylvania
$7K
BL
1375
Balentine LLC
Georgia
$7K +$187 +5 +3%

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.