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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
GC
1426
Gibson Capital
Pennsylvania
-$252K -7,110 Closed
EP
1427
EPIQ Partners
Minnesota
-$249K -6,990 Closed
SDAM
1428
Shulman DeMeo Asset Management
New York
-$231K -6,500 Closed
VWA
1429
Visionary Wealth Advisors
Illinois
-$231K -6,500 Closed
FIM
1430
Freedom Investment Management
Connecticut
-$227K -6,375 Closed
WIA
1431
Wealthstreet Investment Advisors
Texas
-$202K -5,675 Closed
WWM
1432
WJ Wealth Management
Arizona
-$200K -5,660 Closed
DL
1433
DOHJ LLC
Washington
-$201K -5,320 Closed
AWM
1434
Apollon Wealth Management
South Carolina
-$119K -3,355 Closed
BFIM
1435
Beese Fulmer Investment Management
Ohio
-$104K -2,920 Closed
RDWM
1436
Red Door Wealth Management
Tennessee
-$40K -1,130 Closed
PA
1437
Procyon Advisors
Connecticut
-$29K -815 Closed
KPW
1438
Kore Private Wealth
New York
-$25K -730 Closed
FWM
1439
FSA Wealth Management
Massachusetts
-$25K -700 Closed
CWP
1440
CFM Wealth Partners
Texas
-$17K -500 Closed
SCA
1441
Stonebridge Capital Advisors
Minnesota
-$12K -350 Closed
WFMPM
1442
Woodley Farra Manion Portfolio Management
Indiana
-$10K -285 Closed
SFC
1443
SYM Financial Corp
Indiana
-$10K -270 Closed
TFA
1444
Transamerica Financial Advisors
Florida
-$9K -250 Closed
AC
1445
AlphaCore Capital
California
-$7K -200 Closed
BC
1446
Barnett & Company
Tennessee
-$7K -200 Closed
BBA
1447
Braun-Bostich & Associates
Pennsylvania
-$6K -160 Closed
PA
1448
Perennial Advisors
New York
-$6K -155 Closed
MA
1449
Modus Advisors
Minnesota
-$3K -90 Closed
KWM
1450
Keebeck Wealth Management
Illinois
-$2K -75 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.