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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
Wells Fargo
1
Wells Fargo
California
$2.42B -$92M -2,460,925 -4%
Bank of America
2
Bank of America
North Carolina
$2.16B -$39.1M -1,046,935 -2%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.95B +$35.4M +946,515 +2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.26B -$49.2M -1,316,580 -4%
Morgan Stanley
5
Morgan Stanley
New York
$1.15B +$17.2M +461,020 +2%
BlackRock
6
BlackRock
New York
$968M -$63.6M -1,702,100 -6%
LPL Financial
7
LPL Financial
California
$917M -$12.6M -338,040 -1%
UBS Group
8
UBS Group
Switzerland
$709M -$537K -14,360 -0.1%
Financial Engines Advisors
9
Financial Engines Advisors
California
$656M -$85.2M -2,278,195 -11%
RJA
10
Raymond James & Associates
Florida
$654M +$7.2M +192,670 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$574M -$54M -1,443,745 -9%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$550M -$23.9M -638,205 -4%
Northern Trust
13
Northern Trust
Illinois
$485M -$16.9M -451,775 -3%
JP Morgan Chase
14
JP Morgan Chase
New York
$466M -$35.3M -945,090 -7%
MERSOM
15
Municipal Employees' Retirement System of Michigan
Michigan
$433M +$2.72M +72,820 +0.6%
FCAS
16
First Command Advisory Services
Texas
$429M -$874K -23,390 -0.2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$418M +$33.5M +896,985 +9%
NMIMC
18
Northwestern Mutual Investment Management Company
Wisconsin
$376M +$18M +481,425 +5%
Ameriprise
19
Ameriprise
Minnesota
$369M -$66.2M -1,770,570 -15%
KeyBank National Association
20
KeyBank National Association
Ohio
$362M -$8.86M -236,910 -2%
Goldman Sachs
21
Goldman Sachs
New York
$317M +$41.2M +1,103,155 +15%
Truist Financial
22
Truist Financial
North Carolina
$290M -$3.26M -87,180 -1%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$280M +$34.5M +922,280 +14%
RFC
24
Regions Financial Corp
Alabama
$263M -$2.28M -60,895 -0.9%
CCA
25
Catalyst Capital Advisors
New York
$233M -$36.1M -964,400 -13%

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.