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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 103 funds opening new positions, 700 increasing their positions, 592 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 700 | Existing positions reduced: 592

13.67% more ownership

Funds ownership: 362.45%376.12% (+14%)

1% more funds holding

Funds holding: 1,6171,637 (+20)

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
+20
Holders Change %
+1.24%
% 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
103
Increased
700
Reduced
592
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
AWM
401
Avondale Wealth Management
Texas
$8.96M -$162K -3,005 -2%
CFB
402
Cullen/Frost Bankers
Texas
$8.96M -$524K -9,710 -6%
OWA
403
One Wealth Advisors
California
$8.93M -$1.49M -27,645 -14%
MWP
404
Madison Wealth Partners
Wisconsin
$8.9M +$519K +9,615 +6%
CAC
405
Certified Advisory Corp
Florida
$8.88M -$60.7K -1,125 -0.7%
PFA
406
Pinnacle Family Advisors
Missouri
$8.75M +$1.28M +23,785 +17%
MA
407
MUFG Americas
New York
$8.74M -$827K -15,310 -9%
SIAM
408
Sterling Investment Advisors (Missouri)
Missouri
$8.72M -$338K -6,265 -4%
Chevy Chase Trust
409
Chevy Chase Trust
Maryland
$8.61M -$35.4K -655 -0.4%
CIBC World Market
410
CIBC World Market
Ontario, Canada
$8.47M +$2.97K +55 +0%
ERWM
411
Elk River Wealth Management
Colorado
$8.45M +$553K +10,235 +7%
First Trust Advisors
412
First Trust Advisors
Illinois
$8.42M +$937K +17,350 +12%
RSVP
413
Ramsay Stattman Vela & Price
Colorado
$8.41M -$153K -2,825 -2%
ABC
414
Associated Banc-Corp
Wisconsin
$8.4M +$461K +8,530 +6%
SF
415
Symphony Financial
Texas
$8.38M -$946K -17,530 -10%
AA
416
Argent Advisors
Louisiana
$8.38M +$153K +2,840 +2%
TRCT
417
Tower Research Capital (TRC)
New York
$8.36M -$2.15M -39,810 -20%
GA
418
GFS Advisors
Texas
$8.3M +$255K +4,725 +3%
MCM
419
Magnolia Capital Management
New York
$8.28M
William Blair & Company
420
William Blair & Company
Illinois
$8.23M -$224K -4,150 -3%
EWA
421
Exencial Wealth Advisors
Oklahoma
$8.21M +$13.2K +245 +0.2%
WFA
422
Wellspring Financial Advisors
Ohio
$8.06M +$3.91M +72,420 +93%
KTC
423
Kistler-Tiffany Companies
Pennsylvania
$8M -$35.1K -650 -0.4%
MG
424
Mather Group
Illinois
$7.99M -$841K -15,580 -9%
SBLIC
425
Security Benefit Life Insurance Company
Kansas
$7.98M +$8.02M +148,500 New

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: 103 funds opened new IJH positions and 60 closed out — a net gain of 43 holders — while 700 added to existing stakes and 592 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 1,617 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.
  • 103 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2021 and 60 closed out, a net change of +43 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.