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iShares Core S&P Mid-Cap ETF

1,636 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, 591 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: 591

13.67% more ownership

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

1% more funds holding

Funds holding: 1,6161,636 (+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
1,636
Holders Change
+20
Holders Change %
+1.24%
% of All Funds
28.48%
Holding in Top 10
287
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.71%
% of All Funds
5%
New
103
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
USAA
26
United Services Automobile Association
Texas
$343M +$335M +6,203,840 +3,496%
Victory Capital Management
27
Victory Capital Management
Texas
$336M +$338M +6,251,880 New
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$310M +$8.72M +161,480 +3%
CAM
29
Cresset Asset Management
Illinois
$308M +$3.38M +62,525 +1%
V
30
Veritable
Delaware
$300M +$4.53M +83,905 +2%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$296M +$48.5M +898,290 +20%
Mariner
32
Mariner
Kansas
$287M +$48.1M +891,370 +20%
TA
33
Tiedemann Advisors
New York
$274M +$37.5M +695,120 +16%
AA
34
Alesco Advisors
New York
$257M -$12.4M -229,215 -5%
CCA
35
Catalyst Capital Advisors
New York
$248M +$12.5M +231,720 +5%
MRC
36
Millburn Ridgefield Corp
New York
$248M +$12.5M +231,720 +5%
Creative Planning
37
Creative Planning
Kansas
$243M -$14M -260,080 -5%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$238M +$233M +4,314,990 +6,341%
HT
39
Hefren-Tillotson
Pennsylvania
$223M +$3.06M +56,675 +1%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$200M +$7.22M +133,665 +4%
Members Trust
41
Members Trust
Florida
$185M -$24.8M -459,710 -12%
Osaic Holdings
42
Osaic Holdings
Arizona
$162M -$187M -3,468,020 -54%
WANY
43
Wealthspire Advisors (New York)
New York
$159M -$12.5M -230,875 -7%
UB
44
UMB Bank
Missouri
$153M -$2.24M -41,525 -1%
TD Asset Management
45
TD Asset Management
Ontario, Canada
$147M -$39.2M -725,260 -21%
US Bancorp
46
US Bancorp
Minnesota
$142M +$10.6M +196,080 +8%
Franklin Resources
47
Franklin Resources
California
$139M +$678K +12,560 +0.5%
HNB
48
Huntington National Bank
Ohio
$135M +$3.75M +69,380 New
SW
49
SVB Wealth
Massachusetts
$133M +$121M +2,238,455 +944%
LI
50
LVZ Inc
Michigan
$130M -$2.08M -38,465 -2%

IJH Hedge Fund Activity: Q2 2021 in Review

1,636 of the 5,745 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 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.

  • 1,636 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.
  • 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.