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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
MPCG
476
Matrix Private Capital Group
New York
$6.68M +$354K +6,550 +6%
RhumbLine Advisers
477
RhumbLine Advisers
Massachusetts
$6.66M -$3.58M -66,340 -35%
CFGS
478
Concourse Financial Group Securities
Alabama
$6.65M -$218K -4,045 -3%
DAS
479
Dynamic Advisor Solutions
Arizona
$6.56M +$105K +1,950 +2%
JWCA
480
J.W. Cole Advisors
Florida
$6.56M -$843K -15,620 -11%
PWW
481
Pettyjohn Wood & White
Virginia
$6.54M -$287K -5,325 -4%
TFCP
482
Twin Focus Capital Partners
Massachusetts
$6.5M -$171K -3,160 -3%
CIAS
483
Capital Investment Advisory Services
North Carolina
$6.47M +$85.6K +1,585 +1%
Prudential Financial
484
Prudential Financial
New Jersey
$6.47M -$2.35M -43,470 -27%
FFS
485
Founders Financial Securities
Maryland
$6.43M -$6.01M -111,340 -48%
Jane Street
486
Jane Street
New York
$6.42M +$6.45M +119,545 New
SFP
487
Sterling Financial Planning
New Jersey
$6.42M -$362K -6,705 -5%
Deutsche Bank
488
Deutsche Bank
Germany
$6.41M +$2.83M +52,370 +78%
DJYG
489
David J. Yvars Group
Florida
$6.39M +$129K +2,395 +2%
FWM
490
Frontier Wealth Management
Missouri
$6.38M -$95.6K -1,770 -1%
KOMWMG
491
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.37M -$267K -4,940 -4%
Brown Advisory
492
Brown Advisory
Maryland
$6.32M +$462K +8,555 +8%
FWM
493
ForthRight Wealth Management
Georgia
$6.29M +$43.5K +805 +0.7%
PBF
494
Petix & Botte Financial
California
$6.24M -$4.32K -80 -0.1%
MIAN
495
Mariner Independent Advisor Network
Kansas
$6.11M +$268K +4,960 +5%
FFWA
496
FRG Family Wealth Advisors
Washington
$6.1M +$29.7K +550 +0.5%
SFG
497
Summit Financial Group
West Virginia
$6.09M -$232K -4,290 -4%
PB
498
Pinnacle Bancorp
Nebraska
$6.07M +$2.7K +50 +0%
ZIM
499
Zacks Investment Management
Illinois
$6.03M +$756K +14,005 +14%
SCM
500
SOL Capital Management
Maryland
$6.03M +$56.4K +1,045 +0.9%

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.