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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
PFG
576
Pacific Financial Group
Washington
$4.52M +$342K +6,335 +8%
OCM
577
Orion Capital Management
California
$4.5M +$520K +9,640 +13%
EW
578
Element Wealth
Mississippi
$4.5M -$62.4K -1,155 -1%
5L
579
55I LLC
Massachusetts
$4.5M +$1.73M +32,025 +62%
CAM
580
Campion Asset Management
Virginia
$4.5M -$320K -5,925 -7%
Mercer Global Advisors
581
Mercer Global Advisors
Colorado
$4.45M +$58.3K +1,080 +1%
MHS
582
M Holdings Securities
Oregon
$4.43M +$45.1K +835 +1%
CCM
583
Crew Capital Management
Ohio
$4.34M +$283K +5,240 +7%
CFS
584
CRA Financial Services
New Jersey
$4.3M -$49.7K -920 -1%
BB
585
Busey Bank
Illinois
$4.3M -$53.7K -995 -1%
ONB
586
Old National Bancorp
Indiana
$4.29M -$38.1K -705 -0.9%
SAM
587
Securian Asset Management
Minnesota
$4.27M +$386K +7,150 +10%
HAC
588
Harbor Advisory Corp
New Hampshire
$4.27M
SCG
589
Sonata Capital Group
Washington
$4.27M -$81.5K -1,510 -2%
DWMG
590
DB Wealth Management Group
California
$4.26M +$1.05M +19,385 +32%
FNBOSM
591
First National Bank of South Miami
Florida
$4.25M +$350K +6,485 +9%
GWMIA
592
Global Wealth Management Investment Advisory
Florida
$4.18M +$158K +2,930 +4%
LWPC
593
Legacy Wealth Partners (California)
California
$4.17M -$67.8K -1,255 -2%
CFO
594
CVA Family Office
Colorado
$4.16M +$1.08M +20,070 +35%
WJA
595
Willis Johnson & Associates
Texas
$4.15M -$567K -10,500 -12%
BFWA
596
Benchmark Financial Wealth Advisors
Florida
$4.14M +$50.8K +940 +1%
FNBOO
597
First National Bank of Omaha
Nebraska
$4.14M
HSA
598
HBK Sorce Advisory
Pennsylvania
$4.12M -$178K -3,295 -4%
FBA
599
Front Barnett Associates
Illinois
$4.11M -$18.4K -340 -0.4%
VC
600
Vestor Capital
Illinois
$4.06M -$168K -3,105 -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.