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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
AWA
126
Alaska Wealth Advisors
Alaska
$30.5M +$1.7M +51,295 +6%
FHA
127
First Horizon Advisors
Tennessee
$30.4M -$1.32M -39,765 -4%
BSB
128
Bangor Savings Bank
Maine
$30.3M -$344K -10,370 -1%
CWM
129
Connecticut Wealth Management
Connecticut
$30.2M +$3.61M +108,795 +15%
SS
130
Simplicity Solutions
Minnesota
$29.5M +$13.2M +397,805 +92%
DWA
131
Divergent Wealth Advisors
Utah
$29.5M -$19.2M -577,250 -41%
HFS
132
HBC Financial Services
Washington
$29.1M +$1.46M +44,000 +6%
JFA
133
JNBA Financial Advisors
Minnesota
$29.1M -$158K -4,770 -0.6%
CAM
134
Chandler Asset Management
California
$28.9M +$5.05M +151,950 +23%
CAL
135
Capital Analysts LLC
Pennsylvania
$28.9M -$2.83M -85,335 -10%
WANY
136
Wealthspire Advisors (New York)
New York
$28.6M -$17.3M -520,085 -39%
DT
137
Diversified Trust
Tennessee
$28M -$1.3M -39,225 -5%
SOMRS
138
State of Michigan Retirement System
Michigan
$27.9M -$255K -7,690 -1%
Lazard Asset Management
139
Lazard Asset Management
New York
$27.9M -$2.25M -67,895 -8%
FMII
140
Farmers & Merchants Investments Inc
Nebraska
$27.8M +$2.12M +63,890 +9%
SWP
141
Stratos Wealth Partners
Ohio
$27.7M -$931K -28,045 -3%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$27.5M
HW
143
Hancock Whitney
Mississippi
$27.1M -$1.43M -43,200 -5%
Citigroup
144
Citigroup
New York
$26.7M +$2.16M +64,970 +9%
AWC
145
Abundance Wealth Counselors
Pennsylvania
$26.5M +$75.4K +2,270 +0.3%
SPC
146
Sigma Planning Corp
Michigan
$26.3M +$260K +7,820 +1%
CIA
147
Capital Investment Advisors
Georgia
$26.1M -$580K -17,470 -2%
MA
148
MCF Advisors
Kentucky
$25.9M -$1.53M -46,105 -6%
PSUF
149
People's United Financial
Connecticut
$25.8M +$2.62M +78,830 +12%
TF
150
TimeScale Financial
Massachusetts
$25.7M -$190K -5,720 -0.8%

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.