We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

1,636 hedge funds and large institutions have $45.8B invested in iShares Core S&P Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 700 increasing their positions, 591 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 700 | Existing positions reduced: 591

13.67% more ownership

Funds ownership: 362.45%376.12% (+14%)

1% more funds holding

Funds holding: 1,6161,636 (+20)

4% more capital invested

Capital invested by funds: $44.2B → $45.8B (+$1.63B)

3% less funds holding in top 10

Funds holding in top 10: 295287 (-8)

24% less call options, than puts

Call options by funds: $28.6M | Put options by funds: $37.8M

Holders
1,636
Holders Change
+20
Holders Change %
+1.24%
% of All Funds
28.48%
Holding in Top 10
287
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.71%
% of All Funds
5%
New
103
Increased
700
Reduced
591
Closed
60
Calls
$28.6M
Puts
$37.8M
Net Calls
-$9.19M
Net Calls Change
-$743K
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
226
Sigma Planning Corp
Michigan
$22.9M +$1.31M +24,305 +6%
FBB
227
Fulton Breakefield Broenniman
Maryland
$22.7M +$1.74M +32,270 +8%
NA
228
Nottingham Advisors
New York
$22.5M -$1.2M -22,300 -5%
CA
229
Cetera Advisors
Colorado
$22.2M +$574K +10,630 +3%
KCM
230
Kanawha Capital Management
Virginia
$21.7M -$70.2K -1,300 -0.3%
DT
231
Daniels + Tansey
Delaware
$21.7M +$1.44M +26,605 +7%
FWM
232
Fairhaven Wealth Management
Illinois
$21.5M -$575K -10,650 -3%
DW
233
Domani Wealth
Pennsylvania
$21.3M -$262K -4,845 -1%
BA
234
Bristlecone Advisors
Washington
$21.3M +$1.03M +19,035 +5%
CS
235
Comerica Securities
Michigan
$21.2M -$153K -2,825 -0.7%
MGIA
236
Moneta Group Investment Advisors
Missouri
$21.2M +$711K +13,165 +3%
NFG
237
Nations Financial Group
Iowa
$21.1M +$1.38M +25,625 +7%
OC
238
Oppenheimer & Co
New York
$20.8M +$418K +7,735 +2%
BPA
239
Beacon Pointe Advisors
California
$20.7M +$527K +9,755 +3%
RWB
240
RMR Wealth Builders
New Jersey
$20.7M -$5.96M -110,320 -22%
FCBT
241
First Citizens Bank & Trust
North Carolina
$20.5M -$1.44M -26,680 -7%
SIC
242
Shoker Investment Counsel
Ohio
$20.4M +$236K +4,380 +1%
HI
243
Human Investing
Oregon
$20.2M +$1.11M +20,630 +6%
RIS
244
Retirement Income Solutions
Michigan
$20.1M +$5.08M +94,010 +34%
AllianceBernstein
245
AllianceBernstein
Tennessee
$20M -$381K -7,060 -2%
FNT
246
First National Trust
Pennsylvania
$20M -$702K -13,010 -3%
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$20M +$1.18M +21,885 +6%
PAM
248
Peninsula Asset Management
Florida
$19.9M -$189K -3,505 -0.9%
GGS
249
Galvin Gaustad & Stein
Arizona
$19.9M -$609K -11,280 -3%
JWA
250
JFS Wealth Advisors
Pennsylvania
$19.9M -$181K -3,345 -0.9%

IJH Hedge Fund Activity: Q2 2021 in Review

1,636 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2021, worth a combined $45.8B — up 3.7% from $44.2B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new IJH positions and 60 closed out — a net gain of 43 holders — while 700 added to existing stakes and 591 trimmed.

The largest buyer was Kelly Financial Services, adding an estimated $1.87B. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $457M.

  • 1,636 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2021, up from 1,616 in Q1 2021.
  • Funds reported $45.8B of iShares Core S&P Mid-Cap ETF stock for Q2 2021, up 3.7% quarter-over-quarter.
  • 103 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2021 and 60 closed out, a net change of +43 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2021 was Kelly Financial Services, an estimated $1.87B added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2021 was Northwestern Mutual Wealth Management, an estimated $457M sold.

Based on aggregated 13F filings for Q2 2021.