We are live on ! Find out more
IJH icon

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
MA
501
Montag & Associates
Georgia
$5.99M -$284K -5,260 -5%
HWA
502
Heritage Way Advisors
Illinois
$5.98M +$570K +10,565 +10%
NNP
503
Nachman Norwood & Parrott
South Carolina
$5.94M -$71.5K -1,325 -1%
TA
504
Tectonic Advisors
Texas
$5.94M -$68K -1,260 -1%
CWM
505
Capital Wealth Management
Rhode Island
$5.93M +$107K +1,985 +2%
NCM
506
Novare Capital Management
North Carolina
$5.93M -$170K -3,150 -3%
FC
507
FCA Corp
Texas
$5.88M -$219K -4,060 -4%
SSWM
508
Sheets Smith Wealth Management
North Carolina
$5.88M +$24.6K +455 +0.4%
IF
509
Intrua Financial
Texas
$5.87M +$36.7K +680 +0.6%
CTA
510
Colonial Trust Advisors
South Carolina
$5.85M +$99.9K +1,850 +2%
CSA
511
Cottage Street Advisors
Massachusetts
$5.84M -$27K -500 -0.5%
PGFC
512
Peapack-Gladstone Financial Corp
New Jersey
$5.8M -$352K -6,525 -6%
PAM
513
Private Asset Management
California
$5.78M -$100K -1,860 -2%
CIR
514
Clear Investment Research
Georgia
$5.77M +$10.5K +195 +0.2%
MI
515
Moneywise Inc
Virginia
$5.75M -$769K -14,240 -12%
WCM
516
Washburn Capital Management
Florida
$5.72M +$630K +11,675 +12%
BCM
517
Boltwood Capital Management
California
$5.71M -$22.9K -425 -0.4%
VVP
518
Venture Visionary Partners
Ohio
$5.71M +$128K +2,375 +2%
PCM
519
Pennsylvania Capital Management
Pennsylvania
$5.7M +$840K +15,555 +17%
PTC
520
Private Trust Company
Ohio
$5.7M +$287K +5,325 +5%
LF
521
LifeSteps Financial
California
$5.63M +$62.1K +1,150 +1%
KPWG
522
KFA Private Wealth Group
Virginia
$5.62M -$1.66M -30,750 -23%
SFA
523
Sequoia Financial Advisors
Ohio
$5.62M +$639K +11,840 +13%
TPSF
524
Texas Permanent School Fund
Texas
$5.62M +$2.63M +48,625 +87%
TCM
525
Telos Capital Management
California
$5.56M -$273K -5,055 -5%

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.