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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
IWC
201
Integrated Wealth Concepts
Massachusetts
$17.1M +$1.7M +45,555 +11%
RCA
202
Resonant Capital Advisors
Wisconsin
$16.9M +$1.22M +32,640 +8%
FAG
203
Financial Advisory Group
Texas
$16.8M +$2.87M +76,875 +20%
FCBT
204
First Citizens Bank & Trust
North Carolina
$16.7M -$1.06M -28,475 -6%
DIP
205
DT Investment Partners
Pennsylvania
$16.7M -$5.9M -157,895 -26%
CS
206
Comerica Securities
Michigan
$16.6M -$430K -11,495 -3%
AllianceBernstein
207
AllianceBernstein
Tennessee
$16.6M +$116K +3,105 +0.7%
CA
208
Calton & Associates
Florida
$16.5M -$1.46M -38,965 -8%
SPP
209
Single Point Partners
Massachusetts
$16.3M +$1.33M +35,670 +9%
TPWA
210
TRUE Private Wealth Advisors
Oregon
$16M +$12.9M +344,050 +388%
EH
211
Equitable Holdings
New York
$16M +$745K +19,935 +5%
BHWM
212
Bar Harbor Wealth Management
New Hampshire
$16M -$690K -18,445 -4%
SL
213
Salomon & Ludwin
Virginia
$16M +$47.7K +1,275 +0.3%
FNBOH
214
First National Bank of Hutchinson
Kansas
$15.9M +$669K +17,885 +4%
FNT
215
First National Trust
Pennsylvania
$15.4M -$422K -11,275 -3%
FWM
216
Fairhaven Wealth Management
Illinois
$15.3M +$52.7K +1,410 +0.3%
DCM
217
Dupont Capital Management
Delaware
$15.1M +$4.73M +126,620 +45%
MSA
218
Mason Street Advisors
Wisconsin
$15M -$23.8M -635,725 -61%
DW
219
Domani Wealth
Pennsylvania
$15M +$115K +3,085 +0.8%
CA
220
Cetera Advisors
Colorado
$14.9M -$2.6M -69,495 -15%
KCM
221
Kanawha Capital Management
Virginia
$14.8M +$20.2K +540 +0.1%
AF
222
Ally Financial
Michigan
$14.8M
Squarepoint
223
Squarepoint
New York
$14.8M +$4.31M +115,370 +41%
SIAS
224
Shine Investment Advisory Services
Colorado
$14.7M +$72.2K +1,930 +0.5%
TC
225
Trilogy Capital
California
$14M +$448K +11,995 +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.