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iShares Core S&P Mid-Cap ETF

1,637 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 104 funds opening new positions, 700 increasing their positions, 591 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 104 | 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: 1,6161,637 (+21)

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
1,637
Holders Change
+21
Holders Change %
+1.3%
% of All Funds
28.49%
Holding in Top 10
287
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.71%
% of All Funds
4.99%
New
104
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
CAAS
276
Capital Asset Advisory Services
Michigan
$16.4M -$82.3K -1,525 -0.5%
C
277
Certuity
Florida
$16.4M +$638K +11,815 +4%
YIA
278
YHB Investment Advisors
Connecticut
$16.3M -$43.7K -810 -0.3%
QCG
279
Quadrant Capital Group
Ohio
$16.2M +$1.15M +21,360 +8%
CT
280
Cambridge Trust
Massachusetts
$16.1M +$1.38M +25,555 +9%
HSWM
281
Hubbell Strickland Wealth Management
Louisiana
$16M -$429K -7,945 -3%
CCM
282
Coldstream Capital Management
Washington
$16M +$9.57M +177,240 +148%
GG
283
Gofen & Glossberg
Illinois
$15.8M -$19.4K -360 -0.1%
RCAG
284
Rehmann Capital Advisory Group
Michigan
$15.7M -$520K -9,635 -3%
FNBOH
285
First National Bank of Hutchinson
Kansas
$15.7M -$706K -13,075 -4%
ATC
286
Argent Trust Co
Tennessee
$15.6M -$3.88M -71,795 -20%
RJT
287
Raymond James Trust
Florida
$15.5M +$186K +3,440 +1%
SL
288
Systelligence LLC
Minnesota
$15.5M +$15.6M +288,155 New
PFPT
289
Pinnacle Financial Partners (Tennessee)
Tennessee
$15.4M +$8.91K +165 +0.1%
PWA
290
Pinnacle Wealth Advisors
Tennessee
$15.4M +$15.5M +287,340 New
CA
291
Cambridge Advisors
Nebraska
$15.4M -$673K -12,470 -4%
HH
292
HWG Holdings
Texas
$15.3M -$7.66M -141,945 -33%
AWM
293
Altus Wealth Management
Kentucky
$15.3M +$771K +14,280 +5%
Natixis Advisors
294
Natixis Advisors
Massachusetts
$15.1M -$2.12M -39,215 -12%
GT
295
Glenmede Trust
Pennsylvania
$15.1M -$260K -4,815 -2%
AF
296
Arrow Financial
New York
$15M -$1.43M -26,505 -9%
LA
297
Lynch & Associates
Indiana
$14.7M +$195K +3,620 +1%
TPCW
298
TD Private Client Wealth
New York
$14.5M +$1.78M +32,885 +14%
SI
299
Stephens Inc
Arkansas
$14.5M +$88.3K +1,635 +0.6%
FWIA
300
Fort Washington Investment Advisors
Ohio
$14.4M +$136K +2,525 +0.9%

IJH Hedge Fund Activity: Q2 2021 in Review

1,637 of the 5,746 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: 104 funds opened new IJH positions and 60 closed out — a net gain of 44 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.

  • 1,637 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.
  • 104 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2021 and 60 closed out, a net change of +44 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.