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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
HI
301
Hudock Inc
Pennsylvania
$14.3M +$70.2K +1,300 +0.5%
1SB
302
1ST Source Bank
Indiana
$14.2M +$94.8K +1,755 +0.7%
ACP
303
Arcus Capital Partners
Georgia
$14.1M +$31.9K +590 +0.2%
BCM
304
Brookstone Capital Management
Illinois
$13.9M +$11.6M +214,705 +457%
SMC
305
Smith, Moore & Co
Missouri
$13.9M +$435K +8,060 +3%
WWM
306
Western Wealth Management
Colorado
$13.8M +$1.58M +29,355 +13%
GLLW
307
Graves Light Lenhart Wealth
Virginia
$13.8M +$598K +11,085 +5%
AMG
308
Asset Management Group
Connecticut
$13.8M +$1.89K +35 +0%
LMIM
309
Lockheed Martin Investment Management
Maryland
$13.7M -$8.1M -150,000 -37%
FNT
310
First Nebraska Trust
Nebraska
$13.7M +$446K +8,255 +3%
BFM
311
Boston Financial Management
Massachusetts
$13.5M +$32.4K +600 +0.2%
G
312
GenTrust
Florida
$13.5M -$261K -4,825 -2%
LIM
313
Leavell Investment Management
Alabama
$13.4M
NPF
314
Norris Perne & French
Michigan
$13.4M -$52.6K -975 -0.4%
BWP
315
BSW Wealth Partners
Colorado
$13.3M -$1.49M -27,625 -10%
TCOV
316
Trust Company of Vermont
Vermont
$13.2M +$369K +6,830 +3%
OPS
317
Orion Portfolio Solutions
Nebraska
$13.2M -$336K -6,220 -2%
DCM
318
DeGreen Capital Management
Arizona
$13.1M -$351K -6,505 -3%
B
319
Bailard
California
$13M -$284K -5,260 -2%
WAG
320
Winthrop Advisory Group
Massachusetts
$13M +$1.02M +18,880 +8%
AAS
321
Avantax Advisory Services
Texas
$12.8M +$586K +10,855 +5%
NC
322
NewSquare Capital
Pennsylvania
$12.6M +$217K +4,025 +2%
CWAF
323
Core Wealth Advisors (Florida)
Florida
$12.5M -$240K -4,445 -2%
PI
324
Pachira Investments
California
$12.4M -$609K -11,275 -5%
DWA
325
Divergent Wealth Advisors
Utah
$12.3M +$51.6K +955 +0.4%

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.