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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
NWS
1451
Newport Wealth Strategies
California
-$267K -8,525 Closed
FEG
1452
Fund Evaluation Group
Ohio
-$243K -8,455 Closed
SWAG
1453
Spectrum Wealth Advisory Group
California
-$241K -8,355 Closed
EWM
1454
Empirical Wealth Management
Washington
-$238K -8,260 Closed
ATFA
1455
All Terrain Financial Advisors
Minnesota
-$231K -8,020 Closed
RM
1456
Resource Management
Louisiana
-$229K -7,970 Closed
MG
1457
Mather Group
Illinois
-$223K -7,765 Closed
RWM
1458
Ritholtz Wealth Management
New York
-$220K -7,645 Closed
GKWIM
1459
Gerber Kawasaki Wealth & Investment Management
California
-$215K -7,500 Closed
EIA
1460
Eastover Investment Advisors
North Carolina
-$212K -7,385 Closed
AWM
1461
Affinity Wealth Management
Delaware
-$206K -6,480 Closed
AWM
1462
Aberdeen Wealth Management
Illinois
-$167K -5,810 Closed
SMFS
1463
Squar Milner Financial Services
California
-$156K -5,435 Closed
DWM
1464
Darwin Wealth Management
Florida
-$134K -4,690 Closed
MCM
1465
MV Capital Management
Maryland
-$79K -2,755 Closed
CAN
1466
Claraphi Advisory Network
United States
-$76K -2,625 Closed
TC
1467
Truvestments Capital
Florida
-$54K -1,880 Closed
MCM
1468
McMillion Capital Management
North Carolina
-$53K -1,850 Closed
RP
1469
Rice Partnership
Hawaii
-$47K -1,645 Closed
NEIRG
1470
New England Investment & Retirement Group
Massachusetts
-$45K -1,555 Closed
DAC
1471
Dividend Assets Capital
South Carolina
-$50K -1,505 -100%
CB
1472
CNB Bank
Pennsylvania
-$42K -1,450 Closed
PCMK
1473
Paragon Capital Management (Kansas)
Kansas
-$38K -1,325 Closed
CS
1474
Capital Square
Tennessee
-$32K -1,095 Closed
KC
1475
Knuff & Co
California
-$29K -995 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.