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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
HH
426
Hilltop Holdings
Texas
$7.95M +$1.4M +25,950 +21%
CA
427
Calton & Associates
Florida
$7.83M -$4.63M -85,720 -37%
BCI
428
Brinker Capital Investments
Pennsylvania
$7.83M -$2.22M -41,120 -22%
SLT
429
St Louis Trust
Missouri
$7.78M
EIP
430
Ellis Investment Partners
Pennsylvania
$7.74M +$379K +7,025 +5%
WAOI
431
Wealth Advisors of Iowa
Iowa
$7.68M -$65.8M -1,218,470 -90%
CIC
432
Cornercap Investment Counsel
Georgia
$7.68M +$455K +8,425 +6%
BA
433
Bellwether Advisors
Nebraska
$7.64M +$23.8K +440 +0.3%
OIA
434
OneDigital Investment Advisors
Kansas
$7.61M +$1.56M +28,890 +26%
CWM
435
Curi Wealth Management
North Carolina
$7.6M +$1.71M +31,680 +29%
BBNA
436
Bremer Bank National Association
Minnesota
$7.57M -$35.6K -660 -0.5%
MCWS
437
McKinley Carter Wealth Services
West Virginia
$7.53M +$122K +2,255 +2%
CA
438
Crumly & Associates
Illinois
$7.51M +$914K +16,925 +14%
RWP
439
RWA Wealth Partners
Massachusetts
$7.49M -$37.8K -700 -0.5%
IA
440
IFS Advisors
Kansas
$7.49M +$126K +2,340 +2%
MSA
441
Mason Street Advisors
Wisconsin
$7.47M -$1.67M -31,000 -18%
IFG
442
Independent Financial Group
California
$7.47M +$324K +5,995 +5%
PP
443
Palladium Partners
Virginia
$7.46M +$50.5K +935 +0.7%
LWA
444
LWS Wealth Advisors
New Jersey
$7.42M -$1.57M -29,105 -17%
GRP
445
Global Retirement Partners
California
$7.4M -$172K -3,195 -2%
BAIA
446
Bel Air Investment Advisors
California
$7.38M -$347K -6,435 -4%
FAIM
447
Financial Advocates Investment Management
Washington
$7.38M +$527K +9,760 +8%
HF
448
Halpern Financial
Virginia
$7.37M -$383K -7,085 -5%
SAM
449
Smithbridge Asset Management
Pennsylvania
$7.36M +$7.17M +132,880 +3,301%
SCA
450
Snowden Capital Advisors
New York
$7.29M -$30.8K -570 -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: 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.