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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
BHWM
201
Bar Harbor Wealth Management
New Hampshire
$16M -$1.14M -34,450 -7%
AllianceBernstein
202
AllianceBernstein
Tennessee
$15.8M +$12.7M +382,185 +619%
CI
203
Conning Inc
Connecticut
$15.7M
LNC
204
Lincoln National Corp
Pennsylvania
$15.7M +$2.62M +78,755 +22%
SL
205
Salomon & Ludwin
Virginia
$15.3M +$14.3M +429,175 +71,529%
FNT
206
First National Trust
Pennsylvania
$15.2M -$3.25M -97,835 -19%
RCA
207
Resonant Capital Advisors
Wisconsin
$15M +$6.08M +183,045 +76%
IWC
208
Integrated Wealth Concepts
Massachusetts
$14.8M +$199K +5,990 +1%
FWM
209
Fairhaven Wealth Management
Illinois
$14.7M +$976K +29,395 +8%
EH
210
Equitable Holdings
New York
$14.6M +$1.29M +38,870 +10%
FNBOH
211
First National Bank of Hutchinson
Kansas
$14.6M -$1.11M -33,425 -8%
SPP
212
Single Point Partners
Massachusetts
$14.4M -$46.2K -1,390 -0.3%
DW
213
Domani Wealth
Pennsylvania
$14.3M +$975K +29,350 +8%
COPPSERS
214
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.2M +$5.81M +174,855 +78%
AF
215
Ally Financial
Michigan
$14.2M +$830K +25,000 +7%
KCM
216
Kanawha Capital Management
Virginia
$14.2M +$104K +3,120 +0.8%
SIAS
217
Shine Investment Advisory Services
Colorado
$14.1M +$767K +23,110 +6%
BPA
218
Beacon Pointe Advisors
California
$13.9M -$1.85M -55,605 -12%
PAM
219
Peninsula Asset Management
Florida
$13.7M -$801K -24,120 -6%
PFM
220
Parsec Financial Management
North Carolina
$13.6M +$8.51M +256,215 +202%
CAI
221
Capital Advisors Inc
Oklahoma
$13.5M -$4.36M -131,330 -27%
FAG
222
Financial Advisory Group
Texas
$13.3M +$384K +11,560 +3%
TC
223
Trilogy Capital
California
$13.3M +$719K +21,650 +6%
OC
224
Oppenheimer & Co
New York
$13.3M +$6.23M +187,530 +101%
SIC
225
Shoker Investment Counsel
Ohio
$13.2M +$2.88M +86,800 +31%

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.