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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
PBO
351
Peoples Bank (Ohio)
Ohio
$11M -$272K -5,040 -2%
CNC
352
Citizens & Northern Corp
Pennsylvania
$10.9M +$712K +13,180 +7%
Millennium Management
353
Millennium Management
New York
$10.9M +$9.18M +170,090 +521%
ST
354
Smithfield Trust
Pennsylvania
$10.9M -$499K -9,240 -4%
BOTW
355
Bank of the West
California
$10.9M +$2.74M +50,700 +33%
CFA
356
Carroll Financial Associates
North Carolina
$10.7M +$173K +3,200 +2%
MCG
357
MACRO Consulting Group
New Jersey
$10.7M +$253K +4,690 +2%
AA
358
Ancora Advisors
Ohio
$10.7M +$25.6K +475 +0.2%
FHC
359
First Horizon Corporation
Tennessee
$10.6M +$61.3K +1,135 +0.6%
RDFA
360
Ritter Daniher Financial Advisory
Ohio
$10.4M +$292K +5,405 +3%
CA
361
Centerpoint Advisors
Massachusetts
$10.4M +$215K +3,980 +2%
EWA
362
Encompass Wealth Advisors
Oregon
$10.3M -$431K -7,985 -4%
NA
363
NewEdge Advisors
Louisiana
$10.3M -$614K -11,380 -6%
CTC
364
Central Trust Company
Missouri
$10.3M +$5.35M +99,075 +107%
BRC
365
BHF RG Capital
Arizona
$10.3M +$6.83M +126,470 +196%
JIP
366
Jaffetilchin Investment Partners
Florida
$10.3M +$4.07M +75,310 +61%
CGFA
367
Colton Groome Financial Advisors
North Carolina
$10.2M -$5.55M -102,715 -35%
EWM
368
Evercore Wealth Management
New York
$10.2M +$120K +2,225 +1%
JAG
369
Journey Advisory Group
Kentucky
$10.1M +$298K +5,520 +3%
IWMA
370
Ironwood Wealth Management (Arizona)
Arizona
$10.1M -$3.41M -63,160 -25%
APW
371
Acima Private Wealth
Virginia
$10.1M +$217K +4,020 +2%
TCM
372
Towercrest Capital Management
Pennsylvania
$10M +$1.03M +19,165 +11%
TCBWMS
373
Texas Capital Bank Wealth Management Services
Texas
$10M -$20.8K -385 -0.2%
NFG
374
Next Financial Group
Texas
$9.97M -$1.59M -29,395 -14%
DSN
375
D. Scott Neal
Kentucky
$9.84M +$9.47M +175,425 +2,281%

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.