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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
AWAP
526
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$5.51M +$232K +4,290 +4%
PFA
527
Pure Financial Advisors
California
$5.4M -$235K -4,355 -4%
PCM
528
Parsons Capital Management
Rhode Island
$5.4M +$473K +8,765 +10%
SWA
529
SOA Wealth Advisors
New York
$5.4M -$309K -5,715 -5%
APSP
530
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.36M -$42.1K -780 -0.8%
AF
531
AtlasMark Financial
Texas
$5.34M -$9.72K -180 -0.2%
WPW
532
Waldron Private Wealth
Pennsylvania
$5.33M +$585K +10,840 +12%
CCT
533
Country Club Trust
Missouri
$5.3M +$276K +5,110 +5%
LCOV
534
London Company of Virginia
Virginia
$5.28M +$1.15M +21,270 +28%
OFG
535
Omega Financial Group
California
$5.26M +$358K +6,625 +7%
CWM
536
Cornerstone Wealth Management
Missouri
$5.25M +$869K +16,095 +20%
PPA
537
Parametric Portfolio Associates
Washington
$5.24M +$229K +4,245 +5%
VFP
538
Verus Financial Partners
Virginia
$5.24M -$202K -3,740 -4%
CNBTD
539
Citizens National Bank Trust Department
Mississippi
$5.21M +$9.45K +175 +0.2%
GFS
540
GYL Financial Synergies
Connecticut
$5.21M +$85.3K +1,580 +2%
ASN
541
Advisory Services Network
Georgia
$5.11M +$279K +5,175 +6%
CW
542
CreativeOne Wealth
Kansas
$5.08M +$2.15M +39,780 +73%
DC
543
Davenport & Co
Virginia
$5.07M +$334K +6,185 +7%
CT
544
Coastline Trust
Rhode Island
$5.07M -$54K -1,000 -1%
FI
545
Financial Insights
Washington
$5.05M -$41.8K -775 -8%
SFS
546
Sowell Financial Services
Arkansas
$4.98M -$2.74M -50,745 -35%
CCM
547
Canal Capital Management
Virginia
$4.97M -$30.2K -560 -0.6%
SXL
548
Summit X LLC
Missouri
$4.97M +$188K +3,480 +4%
PWP
549
Personal Wealth Partners
Minnesota
$4.93M -$320K -5,930 -6%
KWM
550
Kingsview Wealth Management
Oregon
$4.92M +$182K +3,380 +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.