iShares Core S&P Mid-Cap ETF
IJH
1,387 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 494 increasing their positions, 672 reducing their positions, and 178 closing their positions.
358% more call options, than puts
Call options by funds: $25.4M | Put options by funds: $5.55M
2.17% less ownership
Funds ownership: 354.37% → 352.2% (-2.2%)
8% less funds holding
Funds holding: 1,505 → 1,387 (-118)
21% less funds holding in top 10
Funds holding in top 10: 304 → 240 (-64)
26% less repeat investments, than reductions
Existing positions increased: 494 | Existing positions reduced: 672
34% less capital invested
Capital invested by funds: $38.2B → $25.3B (-$12.9B)
54% less first-time investments, than exits
New positions opened: 81 | Existing positions closed: 178
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
+$324M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$140M |
| 3 |
TA
Tiedemann Advisors
New York
|
+$112M |
| 4 |
Morgan Stanley
New York
|
+$76.6M |
| 5 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$62.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$389M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$312M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$167M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$166M |
| 5 |
VA
Valmark Advisers
Akron,
Ohio
|
-$166M |
IJH Hedge Fund Activity: Q1 2020 in Review
1,387 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2020, worth a combined $25.3B — down 34% from $38.2B a quarter earlier.
Sellers outnumbered buyers: 178 funds closed out of IJH and 81 opened new positions — a net loss of 97 holders — while 672 trimmed existing stakes and 494 added.
The largest buyer was Northwestern Mutual Investment Management Company, adding an estimated $324M. The largest seller was Wells Fargo, cutting an estimated $389M.
- 1,387 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2020, down from 1,505 in Q4 2019.
- Funds reported $25.3B of iShares Core S&P Mid-Cap ETF stock for Q1 2020, down 34% quarter-over-quarter.
- 81 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2020 and 178 closed out, a net change of -97 holders.
- The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2020 was Northwestern Mutual Investment Management Company, an estimated $324M added.
- The largest iShares Core S&P Mid-Cap ETF seller in Q1 2020 was Wells Fargo, an estimated $389M sold.
Based on aggregated 13F filings for Q1 2020.