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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
VCM
251
Verde Capital Management
Michigan
$19.8M +$19.9M +368,965 New
SWA
252
Sax Wealth Advisors
New Jersey
$19.6M +$1.31M +24,280 +7%
BAMG
253
Brand Asset Management Group
Missouri
$19.4M +$4.78M +88,495 +32%
PGA
254
Portland Global Advisors
Maine
$19.3M +$1.11M +20,540 +6%
SFG
255
StrategIQ Financial Group
Indiana
$19.2M -$143K -2,655 -0.7%
GL
256
Graypoint LLC
New York
$19M -$26.7M -494,035 -58%
BSSFA
257
Baron Silver Stevens Financial Advisors
Florida
$18.9M +$293K +5,420 +2%
MFA
258
Mayflower Financial Advisors
Massachusetts
$18.7M +$241K +4,465 +1%
PP
259
PDS Planning
Ohio
$18.6M +$3.78M +70,050 +25%
KWMG
260
King Wealth Management Group
Florida
$18.5M +$6.03M +111,750 +48%
LBC
261
Lowe Brockenbrough & Co
Virginia
$18.5M +$3.17M +58,775 +21%
SB
262
Simmons Bank
Arkansas
$18.4M +$4.86K +90 +0%
MFM
263
Mirsky Financial Management
New York
$18.3M +$4.59M +85,105 +33%
DIP
264
DT Investment Partners
Pennsylvania
$18.2M +$300K +5,555 +2%
CASB
265
Cape Ann Savings Bank
Massachusetts
$18.2M -$344K -6,365 -2%
CC
266
Courier Capital
New York
$18.1M +$22.4K +415 +0.1%
WFA
267
West Financial Advisors
Iowa
$18M +$1.38M +25,515 +8%
HCA
268
Horan Capital Advisors
Ohio
$17.9M +$702K +12,995 +4%
PRA
269
Pine Ridge Advisers
New York
$17.9M +$2.29M +42,375 +15%
DFA
270
DHJJ Financial Advisors
Illinois
$17.8M -$248K -4,600 -1%
FCI
271
Financial Counselors Inc
Kansas
$17.5M -$177K -3,275 -1%
AFS
272
Aft Forsyth & Sober
Florida
$17.3M +$563K +10,425 +3%
IAN
273
Integrated Advisors Network
Texas
$17.2M +$3.34M +61,850 +24%
PIC
274
Platt Investment Counsel
Florida
$17.1M -$459K -8,510 -3%
CIM
275
CIM Investment Management
Pennsylvania
$17.1M -$269K -4,985 -2%

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.