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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
CB
376
Commerce Bank
Missouri
$9.83M -$1.36M -25,220 -12%
HR
377
Hardy Reed
Mississippi
$9.81M +$164K +3,035 +2%
PCFFS
378
Pacific Center for Financial Services
California
$9.75M +$665K +12,320 +7%
FNBT
379
FineMark National Bank & Trust
Florida
$9.7M +$187K +3,465 +2%
Principal Financial Group
380
Principal Financial Group
Iowa
$9.68M +$145K +2,680 +2%
GC
381
Grimes & Company
Massachusetts
$9.64M -$182K -3,370 -2%
AWM
382
Avior Wealth Management
Nebraska
$9.64M -$1.89K -35 -0%
GPA
383
Guidance Point Advisors
Massachusetts
$9.63M +$358K +6,635 +4%
PGWM
384
Parisi Gray Wealth Management
New Jersey
$9.63M -$166K -3,070 -2%
UWPG
385
Ullmann Wealth Partners Group
Florida
$9.55M -$540 -10 -0%
ANTB
386
AMG National Trust Bank
Colorado
$9.51M -$122K -2,255 -1%
LSERS
387
Louisiana State Employees Retirement System
Louisiana
$9.51M -$405K -7,500 -4%
TC
388
TAP Consulting
Missouri
$9.45M +$257K +4,765 +3%
JA
389
JVL Associates
Michigan
$9.43M +$340K +6,295 +4%
MWM
390
Marietta Wealth Management
Georgia
$9.4M +$282K +5,230 +3%
CWA
391
Clarity Wealth Advisors
California
$9.34M +$292K +5,410 +3%
WCM
392
Windsor Capital Management
Arizona
$9.34M -$415K -7,680 -4%
HA
393
HYA Advisors
Missouri
$9.34M +$59.1K +1,095 +0.6%
RFO
394
RiverGlades Family Offices
Florida
$9.32M +$8.1K +150 +0.1%
RWMH
395
Riverpoint Wealth Management Holdings
Illinois
$9.29M -$171K -3,175 -2%
RWG
396
Ratio Wealth Group
Colorado
$9.25M -$116K -2,155 -1%
FDCDDQ
397
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.2M +$1.26M +23,385 +16%
ISB
398
Iowa State Bank
Iowa
$9.09M +$111K +2,050 +1%
JWBC
399
J.W. Burns & Co
New York
$9.05M +$54.5K +1,010 +0.6%
RWRC
400
R.W. Roge & Company
New York
$9.04M -$36.7K -680 -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.