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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
Wells Fargo
1
Wells Fargo
California
$2.41B -$464M -13,974,610 -17%
Bank of America
2
Bank of America
North Carolina
$2.11B -$98.6M -2,970,380 -5%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.84B +$191M +5,751,440 +13%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.26B -$75.5M -2,274,875 -6%
Morgan Stanley
5
Morgan Stanley
New York
$1.09B -$10.8K -325 -0%
BlackRock
6
BlackRock
New York
$989M -$19.2M -578,575 -2%
LPL Financial
7
LPL Financial
California
$892M -$35.6M -1,073,055 -4%
Financial Engines Advisors
8
Financial Engines Advisors
California
$711M -$55.2M -1,663,740 -8%
UBS Group
9
UBS Group
Switzerland
$681M -$35.6M -1,071,545 -5%
RJA
10
Raymond James & Associates
Florida
$620M +$50.3M +1,513,410 +10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$602M +$21.3M +642,210 +4%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$551M -$17.1M -513,845 -3%
JP Morgan Chase
13
JP Morgan Chase
New York
$484M -$41.8M -1,259,360 -8%
Northern Trust
14
Northern Trust
Illinois
$482M -$11M -330,640 -2%
Ameriprise
15
Ameriprise
Minnesota
$415M -$63.4M -1,910,300 -14%
FCAS
16
First Command Advisory Services
Texas
$413M +$2.06M +62,110 +0.5%
MERSOM
17
Municipal Employees' Retirement System of Michigan
Michigan
$413M +$385M +11,606,945 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$369M -$82.4M -2,481,445 -19%
NMIMC
19
Northwestern Mutual Investment Management Company
Wisconsin
$358M -$39.8M -1,199,000 -11%
KeyBank National Association
20
KeyBank National Association
Ohio
$355M -$6.7M -201,625 -2%
Truist Financial
21
Truist Financial
North Carolina
$282M -$4.4M -132,540 -2%
Goldman Sachs
22
Goldman Sachs
New York
$265M -$4.85M -146,120 -2%
CCA
23
Catalyst Capital Advisors
New York
$258M -$95.5M -2,875,320 -28%
MRC
24
Millburn Ridgefield Corp
New York
$258M -$95.5M -2,875,320 -28%
RFC
25
Regions Financial Corp
Alabama
$254M -$4.42M -133,095 -2%

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.