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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
CFN
1376
Cordasco Financial Network
Florida
$3K
LWA
1377
Lowe Wealth Advisors
Maryland
$3K
MA
1378
Modus Advisors
Minnesota
$3K +$2.99K +90 New
APC
1379
Aspire Private Capital
North Carolina
$2K -$996 -30 -35%
TVWM
1380
Tower View Wealth Management
Wisconsin
$2K +$1.83K +55 New
KWM
1381
Keebeck Wealth Management
Illinois
$2K +$2.49K +75 New
JG
1382
Jefferies Group
New York
$1.18K +$854K +25,730 +344%
CCM
1383
Cribstone Capital Management
Maine
$1K
IRC
1384
Investors Research Corp
Georgia
$1K
WB
1385
Webster Bank
Connecticut
$1K
AAIM
1386
Asset Advisors Investment Management
Georgia
$1K +$996 +30 New
FCH
1387
Freestone Capital Holdings
Washington
$370 -$202K -6,080 -37%
FI
1388
Financial Insights
Washington
$362 +$1.64M +49,440 +486%
WIM
1389
Westside Investment Management
California
$21 -$8.97K -270 -31%
MIFH
1390
Migdal Insurance & Financial Holdings
Israel
-$100M -3,483,150 Closed
SWM
1391
SigFig Wealth Management
California
-$57.1M -1,983,905 Closed
GBA
1392
Global Beta Advisors
Pennsylvania
-$47.2M -1,641,695 Closed
AUB
1393
Atlantic Union Bankshares
Virginia
-$21.6M -752,240 Closed
IOOF
1394
Independent Order of Foresters
Ontario, Canada
-$14.6M -507,500 Closed
Macquarie Group
1395
Macquarie Group
Australia
-$14.6M -507,500 Closed
CG
1396
Cynosure Group
Utah
-$7.23M -251,355 Closed
BAC
1397
Boys Arnold & Co
North Carolina
-$5.05M -175,460 Closed
PCM
1398
Pennsylvania Capital Management
Pennsylvania
-$4.29M -161,045 Closed
S
1399
Schroders
United Kingdom
-$4.43M -153,925 Closed
CI
1400
Cambiar Investors
Colorado
-$3.82M -132,745 Closed

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.