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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
PIA
1426
Piedmont Investment Advisors
North Carolina
-$638K -22,160 Closed
BCM
1427
Bayesian Capital Management
New York
-$633K -22,000 Closed
B
1428
Bellecapital
Switzerland
-$627K -21,775 Closed
RIG
1429
Roosevelt Investment Group
New York
-$621K -21,595 Closed
MWM
1430
Mattern Wealth Management
Kansas
-$621K -21,580 Closed
BAM
1431
Beaumont Asset Management
Texas
-$618K -21,510 Closed
SHIM
1432
Stone House Investment Management
Pennsylvania
-$617K -21,450 Closed
SAM
1433
Secure Asset Management
Michigan
-$610K -21,190 Closed
Fisher Asset Management
1434
Fisher Asset Management
Washington
-$508K -17,660 Closed
QWM
1435
QP Wealth Management
New Jersey
-$490K -16,080 Closed
AL
1436
Aspiriant LLC
California
-$403K -14,030 Closed
B
1437
Brightworth
Georgia
-$372K -12,920 Closed
GCM
1438
Gibraltar Capital Management
Oklahoma
-$361K -12,530 Closed
ACP
1439
Aveo Capital Partners
Colorado
-$354K -12,310 Closed
CWM
1440
Circle Wealth Management
New Jersey
-$346K -12,035 Closed
PFA
1441
Pathway Financial Advisors
Vermont
-$318K -11,925 Closed
RMC
1442
Regis Management Company
California
-$326K -11,335 Closed
TSS
1443
Two Sigma Securities
New York
-$311K -10,795 Closed
BCM
1444
Breiter Capital Management
Florida
-$305K -10,615 Closed
Capital Fund Management (CFM)
1445
Capital Fund Management (CFM)
France
-$298K -10,340 Closed
JFGLC
1446
Johnson Financial Group LLC (Colorado)
Colorado
-$289K -10,035 Closed
LJAC
1447
L.J. Altfest & Co
New York
-$275K -9,565 Closed
ZCA
1448
Zeke Capital Advisors
Pennsylvania
-$274K -9,540 Closed
PCM
1449
Penn Capital Management
Pennsylvania
-$271K -9,405 Closed
SWM
1450
Segment Wealth Management
Texas
-$265K -9,225 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.