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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
W
151
Wealthquest
Ohio
$26.7M +$1.69M +45,130 +7%
HW
152
Hancock Whitney
Mississippi
$26.5M -$1.79M -47,965 -6%
Rafferty Asset Management
153
Rafferty Asset Management
New York
$26.5M -$6.61M -176,820 -20%
PSUF
154
People's United Financial
Connecticut
$26.5M -$401K -10,720 -1%
FBFS
155
First Business Financial Services
Wisconsin
$26.3M +$311K +8,320 +1%
MA
156
MCF Advisors
Kentucky
$26.2M -$755K -20,205 -3%
CPIG
157
Chicago Partners Investment Group
Illinois
$26M +$347K +9,280 +1%
KA
158
Klingman & Associates
New York
$25.7M +$1.52M +40,620 +6%
BFA
159
Beaumont Financial Advisors
Massachusetts
$25.3M +$444K +11,870 +2%
VCM
160
Vision Capital Management
Oregon
$25.3M +$4.35M +116,310 +21%
Fiera Capital (Canada)
161
Fiera Capital (Canada)
Quebec, Canada
$24.9M +$1.32M +35,270 +6%
RWM
162
RKL Wealth Management
Pennsylvania
$23.7M +$648K +17,325 +3%
CFIA
163
Cantor Fitzgerald Investment Advisors
New York
$23.6M -$19.6K -525 -0.1%
QI
164
QS Investors
New York
$23.3M -$556K -14,870 -2%
RMDI
165
R.M. Davis Inc
Maine
$22.7M -$446K -11,940 -2%
GBT
166
Grove Bank & Trust
Florida
$22.7M +$419K +11,205 +2%
WAS
167
Wealth Advisory Solutions
Indiana
$22.3M -$1.55M -41,530 -6%
NEPPG
168
New England Professional Planning Group
Rhode Island
$22.3M +$49.2K +1,315 +0.2%
T
169
TrueFG
Texas
$22.1M +$312K +8,335 +1%
BOS
170
Bank of Stockton
California
$21.7M -$1.26M -33,645 -5%
PWLP
171
Prio Wealth Limited Partnership
Massachusetts
$21.5M -$1.22M -32,665 -5%
EWM
172
Evermay Wealth Management
Virginia
$21.4M -$1.02M -27,375 -5%
JIC
173
Johnson Investment Counsel
Ohio
$21.4M -$115K -3,070 -0.5%
AFA
174
American Financial Advisors
Georgia
$20.7M -$737K -19,710 -3%
AF
175
Affiance Financial
Minnesota
$20.6M -$13.5M -361,645 -39%

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.