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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
FFG
451
Ford Financial Group
California
$7.24M -$17.8K -330 -0.2%
IA
452
IFG Advisory
Georgia
$7.23M +$115K +2,125 +2%
WB
453
WesBanco Bank
West Virginia
$7.19M +$2.37M +43,885 +49%
ECM
454
Exchange Capital Management
Michigan
$7.16M +$522K +9,675 +8%
GIA
455
GHP Investment Advisors
Colorado
$7.16M +$48.3K +895 +0.7%
FH
456
FWG Holdings
Florida
$7.14M +$7.17M +132,775 New
KPWS
457
Kestra Private Wealth Services
Texas
$7.11M +$283K +5,245 +4%
BOH
458
Bank of Hawaii
Hawaii
$7.09M -$390K -7,225 -5%
WHG
459
Westwood Holdings Group
Texas
$7.09M +$55.3K +1,025 +0.8%
NL
460
NWAM LLC
Washington
$7.01M -$241K -4,460 -3%
IWM
461
IHT Wealth Management
Illinois
$7M -$104K -1,925 -1%
MAFM
462
Mid Atlantic Financial Management
Pennsylvania
$6.98M +$93.9K +1,740 +1%
PMG
463
ProVise Management Group
Florida
$6.97M -$3.3M -61,180 -32%
BWA
464
Bordeaux Wealth Advisors
California
$6.96M -$934K -17,300 -12%
IA
465
IFP Advisors
Florida
$6.92M +$390K +7,220 +6%
ACM
466
Armbruster Capital Management
New York
$6.89M -$112K -2,075 -2%
NGA
467
Naples Global Advisors
Florida
$6.88M
AWM
468
Atticus Wealth Management
Florida
$6.84M +$839K +15,535 +14%
CFC
469
Coyle Financial Counsel
Illinois
$6.83M +$504K +9,340 +8%
PFA
470
Pettinga Financial Advisors
Indiana
$6.82M -$550K -10,185 -7%
SSW
471
Smith Shellnut Wilson
Mississippi
$6.78M -$48.1K -890 -0.7%
CAGAS
472
Capital Advisory Group Advisory Services
Minnesota
$6.77M -$290K -5,375 -4%
KPCM
473
Kings Point Capital Management
New York
$6.76M +$203K +3,760 +3%
MC
474
Middleton & Co
Massachusetts
$6.74M -$937K -17,355 -12%
HWA
475
Heritage Wealth Advisors
Virginia
$6.68M

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.