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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
BWA
176
BDO Wealth Advisors
Florida
$20.2M +$257K +6,880 +1%
NA
177
Nottingham Advisors
New York
$20.1M -$2.7M -72,120 -12%
ETS
178
ESL Trust Services
New York
$20M +$20.6K +550 +0.1%
WSFS
179
Wilmington Savings Fund Society
Delaware
$19.8M -$1M -26,835 -5%
SFG
180
Sage Financial Group
Pennsylvania
$19.7M +$2.61M +69,690 +15%
FSC
181
Full Sail Capital
Oklahoma
$19.6M +$2.13M +56,875 +13%
DT
182
Diversified Trust
Tennessee
$19.6M -$9.65M -258,105 -33%
SWMG
183
Strategic Wealth Management Group
Maryland
$19.6M -$543K -14,520 -3%
RWB
184
RMR Wealth Builders
New Jersey
$19.4M +$17.1M +458,200 +693%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$19.3M +$2.04M +54,520 +12%
AAS
186
Avantax Advisory Services
Texas
$18.9M +$9.85M +263,395 +107%
WTC
187
WhitTier Trust Company
Nevada
$18.8M -$1.04M -27,865 -5%
SPIA
188
Steward Partners Investment Advisory
New York
$18.2M +$285K +7,635 +2%
CAN
189
Cetera Advisor Networks
California
$18.1M -$3.07M -82,030 -14%
LNC
190
Lincoln National Corp
Pennsylvania
$18M +$1.69M +45,195 +10%
PFM
191
Parsec Financial Management
North Carolina
$18M +$3.82M +102,070 +27%
LP
192
LGL Partners
Pennsylvania
$17.9M -$1.16M -31,085 -6%
WPA
193
West Paces Advisors
Georgia
$17.8M +$428K +11,455 +2%
CI
194
Conning Inc
Connecticut
$17.7M +$1.42M +38,010 +9%
AIP
195
Ameritas Investment Partners
Nebraska
$17.6M -$660K -17,645 -4%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$17.5M -$7.21M -192,965 -30%
USAA
197
United Services Automobile Association
Texas
$17.3M +$10.8M +288,145 +161%
CTA
198
Chesley Taft & Associates
Illinois
$17.3M -$497K -13,300 -3%
CA
199
Clearstead Advisors
Ohio
$17.1M -$413K -11,040 -2%
SFS
200
Summit Financial Strategies
Ohio
$17.1M -$608K -16,260 -3%

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.