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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
HCP
1376
Hexagon Capital Partners
Arkansas
$7K +$7.1K +190 New
TWA
1377
TCI Wealth Advisors
Arizona
$6K -$37.4K -1,000 -87%
FMP
1378
Financial Management Professionals
Texas
$6K
HFA
1379
HC Financial Advisors
California
$6K
TFA
1380
Toth Financial Advisory
Virginia
$5K
AIM
1381
Arcadia Investment Management
Michigan
$4K
Koshinski Asset Management
1382
Koshinski Asset Management
Illinois
$3.76K +$105K +2,815 +3%
ED
1383
Exane Derivatives
France
$3.15K
LWA
1384
Lowe Wealth Advisors
Maryland
$3K
FCA
1385
FinTrust Capital Advisors
South Carolina
$2.21K +$611K +16,355 +38%
PWM
1386
Provident Wealth Management
Tennessee
$2K -$2.02M -54,115 -100%
TVWM
1387
Tower View Wealth Management
Wisconsin
$2K
Millennium Management
1388
Millennium Management
New York
$1.68K +$911K +24,380 +116%
WLPWM
1389
Walled Lake Planning & Wealth Management
Illinois
$1K -$279K -7,475 -100%
CCM
1390
Cribstone Capital Management
Maine
$1K
IRC
1391
Investors Research Corp
Georgia
$1K
WB
1392
Webster Bank
Connecticut
$1K
SC
1393
Slow Capital
California
$1K +$1.31K +35 New
F
1394
F3Logic
Minnesota
$368 -$140K -3,740 -27%
CPA
1395
Clear Perspective Advisors
Illinois
$299 -$106K -2,835 -3%
WIM
1396
Westside Investment Management
California
$21
VFP
1397
Verus Financial Partners
Virginia
-$4.03M -113,405 Closed
IMC Chicago
1398
IMC Chicago
Illinois
-$3.99M -112,185 Closed
FFS
1399
Founders Financial Securities
Maryland
-$2.73M -76,820 Closed
SA
1400
Silversage Advisors
California
-$2.68M -64,250 Closed

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.