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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
CFG
151
CKW Financial Group
Hawaii
$25.5M +$18.7M +564,240 +357%
TC
152
Telemus Capital
Michigan
$25.3M +$88.8K +2,675 +0.4%
CG
153
Colony Group
Massachusetts
$25.1M +$894K +26,935 +4%
FBFS
154
First Business Financial Services
Wisconsin
$25M -$1.86M -56,125 -7%
PA
155
Planning Alternatives
Michigan
$24.6M +$1.95M +58,630 +9%
CPIG
156
Chicago Partners Investment Group
Illinois
$24.2M +$233K +7,015 +1%
W
157
Wealthquest
Ohio
$24M +$22.4M +675,205 New
BFA
158
Beaumont Financial Advisors
Massachusetts
$23.8M -$1.96M -58,965 -8%
CFIA
159
Cantor Fitzgerald Investment Advisors
New York
$23.6M +$36.5K +1,100 +0.2%
KA
160
Klingman & Associates
New York
$23.2M -$2.87M -86,530 -12%
QI
161
QS Investors
New York
$22.9M +$742K +22,355 +4%
WAS
162
Wealth Advisory Solutions
Indiana
$22.9M +$753K +22,660 +4%
Fiera Capital (Canada)
163
Fiera Capital (Canada)
Quebec, Canada
$22.7M -$2.49M -74,945 -11%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$22.5M -$12.4M -371,975 -37%
RMDI
165
R.M. Davis Inc
Maine
$22.2M +$1.08M +32,440 +5%
RWM
166
RKL Wealth Management
Pennsylvania
$22.1M +$3.73M +112,215 +22%
BOS
167
Bank of Stockton
California
$22M -$2.33M -70,125 -10%
PWLP
168
Prio Wealth Limited Partnership
Massachusetts
$21.8M -$2.52M -75,745 -11%
DIP
169
DT Investment Partners
Pennsylvania
$21.6M +$18.8M +565,965 +1,330%
EWM
170
Evermay Wealth Management
Virginia
$21.5M -$7.88M -237,265 -28%
AFA
171
American Financial Advisors
Georgia
$21.4M +$205K +6,185 +1%
GBT
172
Grove Bank & Trust
Florida
$21.3M +$2.24M +67,540 +13%
NEPPG
173
New England Professional Planning Group
Rhode Island
$21.3M +$950K +28,620 +6%
T
174
TrueFG
Texas
$20.9M -$347K -10,460 -2%
JIC
175
Johnson Investment Counsel
Ohio
$20.6M -$1.14M -34,295 -6%

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.