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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
SG
326
StoneX Group
New York
$12.2M +$1.44M +26,640 +13%
WH
327
Whitcomb & Hess
Ohio
$12.2M +$12.3M +227,530 New
VFIC
328
Valley Forge Investment Consultants
Pennsylvania
$12.2M +$2.78M +51,530 +29%
AWM
329
AAF Wealth Management
Massachusetts
$12.1M +$266K +4,935 +2%
WWM
330
Windsor Wealth Management
Indiana
$12M +$469K +8,695 +4%
CGA
331
Crescent Grove Advisors
Illinois
$12M +$699K +12,940 +6%
N
332
Natixis
France
$11.9M +$1.57M +29,105 +15%
MBT
333
Montecito Bank & Trust
California
$11.8M -$162K -2,995 -1%
TCM
334
Traynor Capital Management
Pennsylvania
$11.7M +$2.01M +37,295 +21%
SAG
335
Spotlight Asset Group
Illinois
$11.7M -$397K -7,350 -3%
OGF
336
Orin Green Financial
California
$11.7M +$98K +1,815 +0.8%
NCM
337
Neumann Capital Management
California
$11.6M -$644K -11,920 -5%
P
338
&Partners
Tennessee
$11.5M +$587K +10,870 +5%
ISWM
339
Independent Solutions Wealth Management
New York
$11.5M -$289K -5,360 -2%
JFGIW
340
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.4M +$162K +3,005 +1%
FPFS
341
First Personal Financial Services
North Carolina
$11.4M -$347K -6,430 -3%
CB
342
Community Bank
New York
$11.3M -$345K -6,385 -3%
QI
343
QS Investors
New York
$11.3M -$284K -5,265 -2%
WS
344
Wela Strategies
Georgia
$11.3M -$106K -1,965 -0.9%
GIA
345
Gladstone Institutional Advisory
Florida
$11.2M +$399K +7,395 +4%
EBT
346
Enterprise Bank & Trust
Massachusetts
$11.2M +$2.06M +38,065 +22%
FMN
347
Financial Management Network
California
$11.2M -$270K -5,010 -2%
AIP
348
Ameritas Investment Partners
Nebraska
$11.1M -$3.79M -70,210 -25%
NAM
349
NTV Asset Management
West Virginia
$11.1M +$69.6K +1,290 +0.6%
IF
350
Ironwood Financial
Arizona
$11M +$645K +11,950 +6%

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.