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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
HFS
126
HBC Financial Services
Washington
$33M -$12.3K -330 -0%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$33M +$6.55M +175,125 +25%
1832 Asset Management
128
1832 Asset Management
Ontario, Canada
$32.1M
AWM
129
AE Wealth Management
Kansas
$31.6M -$665K -17,780 -2%
BSB
130
Bangor Savings Bank
Maine
$31.6M +$55.5K +1,485 +0.2%
KAS
131
Kestra Advisory Services
Texas
$31.6M +$31.8M +850,650 New
CAM
132
Chandler Asset Management
California
$31.3M +$1.16M +31,000 +4%
CAL
133
Capital Analysts LLC
Pennsylvania
$31.2M +$1.18M +31,630 +4%
FHA
134
First Horizon Advisors
Tennessee
$31M -$708K -18,950 -2%
FIB
135
First Interstate Bank
Montana
$30.9M -$1.37M -36,740 -4%
SS
136
Simplicity Solutions
Minnesota
$30.5M -$274K -7,320 -0.9%
JFA
137
JNBA Financial Advisors
Minnesota
$30M -$259K -6,920 -0.8%
FMII
138
Farmers & Merchants Investments Inc
Nebraska
$29.3M +$399K +10,665 +1%
SOMRS
139
State of Michigan Retirement System
Michigan
$29.1M
TCM
140
Twele Capital Management
Minnesota
$28.9M -$4.11M -109,840 -12%
Lazard Asset Management
141
Lazard Asset Management
New York
$28.9M -$148K -3,960 -0.5%
TC
142
Telemus Capital
Michigan
$28.4M -$65.4K -1,750 -0.2%
CFG
143
CKW Financial Group
Hawaii
$27.6M +$446K +11,935 +2%
Citigroup
144
Citigroup
New York
$27.5M -$297K -7,935 -1%
SWP
145
Stratos Wealth Partners
Ohio
$27.5M -$1.45M -38,720 -5%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$27.5M
AWC
147
Abundance Wealth Counselors
Pennsylvania
$27.4M -$265K -7,080 -0.9%
TF
148
TimeScale Financial
Massachusetts
$26.9M -$227K -6,085 -0.8%
CG
149
Colony Group
Massachusetts
$26.9M +$771K +20,610 +3%
CIA
150
Capital Investment Advisors
Georgia
$26.7M -$448K -11,980 -2%

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.