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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
BRWA
551
B. Riley Wealth Advisors
Florida
$4.9M -$4.44M -82,285 -47%
LPT
552
Legacy Private Trust
Wisconsin
$4.9M +$522K +9,660 +12%
FPW
553
Flagship Private Wealth
Massachusetts
$4.88M +$57.2K +1,060 +1%
CWM
554
CCG Wealth Management
California
$4.88M +$301K +5,570 +7%
AWM
555
Altavista Wealth Management
North Carolina
$4.84M -$253K -4,690 -5%
GWAM
556
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.84M +$21.9K +405 +0.5%
PEA
557
Pacific Edge Advisors
California
$4.84M -$167K -3,100 -3%
Cerity Partners
558
Cerity Partners
New York
$4.83M -$170K -3,150 -3%
PWA
559
Physician Wealth Advisors
Utah
$4.8M +$93.4K +1,730 +2%
GVAG
560
Great Valley Advisor Group
Delaware
$4.78M +$2.92M +53,995 +154%
RIA
561
Regal Investment Advisors
Michigan
$4.75M +$1.46M +27,035 +44%
GT
562
Glenview Trust
Kentucky
$4.73M
CFA
563
Cahill Financial Advisors
Minnesota
$4.71M +$268K +4,960 +6%
BBHBI
564
B, B, H, & B Inc
Alabama
$4.7M -$3.35M -62,135 -42%
LWM
565
Lionsbridge Wealth Management
Florida
$4.69M -$228K -4,220 -5%
RWA
566
River Wealth Advisors
Pennsylvania
$4.66M -$9.72K -180 -0.2%
EWM
567
EPG Wealth Management
Georgia
$4.65M +$296K +5,475 +7%
CPA
568
Clear Perspective Advisors
Illinois
$4.63M +$62.1K +1,150 +1%
DWT
569
Dorsey & Whitney Trust
South Dakota
$4.61M +$3.27M +60,520 +239%
FFW
570
Fusion Family Wealth
New York
$4.61M -$394K -7,295 -8%
WA
571
Wealth Alliance
New York
$4.6M -$233K -4,320 -5%
SIM
572
Stratos Investment Management
Ohio
$4.59M +$136K +2,515 +3%
GTAM
573
Global Trust Asset Management
Florida
$4.57M +$68K +1,260 +2%
SQA
574
Simon Quick Advisors
New Jersey
$4.55M +$447K +8,280 +11%
GF
575
Gries Financial
Ohio
$4.52M +$11.1K +205 +0.2%

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.