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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
VCM
1401
Virtue Capital Management
Tennessee
-$3.18M -110,610 Closed
SPIA
1402
Strategic Point Investment Advisors
Rhode Island
-$3.06M -106,305 Closed
MPW
1403
MA Private Wealth
California
-$2.78M -96,750 Closed
CCT
1404
Country Club Trust
Missouri
-$2.79M -95,980 Closed
MCM
1405
Mattern Capital Management
Colorado
-$2.66M -92,560 Closed
SP
1406
SWS Partners
Ohio
-$2.64M -91,645 Closed
CCMG
1407
Clark Capital Management Group
Pennsylvania
-$2.22M -77,045 Closed
JT
1408
Jump Trading
Illinois
-$2.1M -73,025 Closed
OWA
1409
Outlook Wealth Advisors
Texas
-$1.94M -67,390 Closed
BPCE
1410
Bank Pictet & Cie (Europe)
Germany
-$1.73M -60,000 Closed
PG
1411
Prostatis Group
Maryland
-$1.61M -55,915 Closed
ZIC
1412
ZWJ Investment Counsel
Georgia
-$1.18M -41,080 Closed
PI
1413
Parkside Investments
Illinois
-$1.07M -37,375 Closed
SC
1414
Schoolcraft Capital
Colorado
-$1.06M -36,820 Closed
TCA
1415
Transcend Capital Advisors
New Jersey
-$989K -34,375 Closed
CA
1416
Continuum Advisory
Idaho
-$903K -33,355 Closed
RI
1417
RPTC Inc
Wyoming
-$955K -33,175 Closed
Wolverine Trading
1418
Wolverine Trading
Illinois
-$956K -32,870 Closed
DDC
1419
DF Dent & Co
Maryland
-$911K -31,670 Closed
CAMG
1420
CWA Asset Management Group
Florida
-$895K -31,100 Closed
FA
1421
Fortis Advisors
Pennsylvania
-$768K -26,695 Closed
IWS
1422
Insight Wealth Strategies
California
-$751K -26,090 Closed
WI
1423
WrapManager Inc
California
-$737K -25,620 Closed
RW
1424
RVW Wealth
California
-$680K -23,625 Closed
FGAM
1425
Financial Gravity Asset Management
Texas
-$628K -22,530 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.