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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
Thrivent Financial for Lutherans
176
Thrivent Financial for Lutherans
Minnesota
$20.5M
HI
177
Human Investing
Oregon
$20.4M +$659K +19,830 +4%
CAN
178
Cetera Advisor Networks
California
$20.3M -$644K -19,400 -3%
VCM
179
Vision Capital Management
Oregon
$20.1M -$7.47M -224,965 -28%
WSFS
180
Wilmington Savings Fund Society
Delaware
$20M -$2.06M -62,155 -10%
SWMG
181
Strategic Wealth Management Group
Maryland
$19.3M +$269K +8,090 +2%
ETS
182
ESL Trust Services
New York
$19.2M +$5.53M +166,525 +45%
BWA
183
BDO Wealth Advisors
Florida
$19.1M +$819K +24,675 +5%
WTC
184
WhitTier Trust Company
Nevada
$19M -$4.05M -122,065 -19%
LP
185
LGL Partners
Pennsylvania
$18.3M +$2.31M +69,635 +16%
AIP
186
Ameritas Investment Partners
Nebraska
$17.5M -$2.67M -80,275 -14%
CA
187
Calton & Associates
Florida
$17.2M -$582K -17,525 -3%
SPIA
188
Steward Partners Investment Advisory
New York
$17.1M +$822K +24,755 +5%
CTA
189
Chesley Taft & Associates
Illinois
$17.1M +$330K +9,925 +2%
FCBT
190
First Citizens Bank & Trust
North Carolina
$17.1M +$345K +10,395 +2%
SFS
191
Summit Financial Strategies
Ohio
$17M -$1.05M -31,520 -6%
CA
192
Clearstead Advisors
Ohio
$16.8M -$549K -16,530 -3%
CA
193
Cetera Advisors
Colorado
$16.8M +$215K +6,485 +1%
WPA
194
West Paces Advisors
Georgia
$16.6M +$5.78M +173,975 +59%
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$16.6M -$4.45M -133,915 -22%
FSC
196
Full Sail Capital
Oklahoma
$16.6M +$2.78M +83,680 +24%
SFG
197
Sage Financial Group
Pennsylvania
$16.4M +$104K +3,130 +0.7%
CS
198
Comerica Securities
Michigan
$16.3M -$324K -9,760 -2%
FCI
199
Financial Counselors Inc
Kansas
$16.2M +$12.8M +384,590 +547%
PI
200
PFS Investments
Georgia
$16.1M +$6.21M +186,990 +71%

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.