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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
EVM
601
Eaton Vance Management
Massachusetts
$4.05M +$305K +5,655 +8%
FLA
602
Financial Life Advisors
Texas
$4.05M -$196K -3,625 -5%
Renaissance Technologies
603
Renaissance Technologies
New York
$4M +$4.02M +74,500 New
EWF
604
Epstein & White Financial
California
$4M +$89.1K +1,650 +2%
CL
605
COWA LLC
Oklahoma
$4M +$758K +14,045 +23%
PA
606
PFG Advisors
Arizona
$3.95M -$139K -2,570 -3%
HCC
607
Hirtle Callaghan & Co
Pennsylvania
$3.94M -$508K -9,400 -11%
NL
608
NEPC LLC
Massachusetts
$3.91M +$180K +3,325 +5%
NEPWA
609
New England Private Wealth Advisors
Massachusetts
$3.9M +$10.5K +195 +0.3%
AC
610
Alley Company
Illinois
$3.9M +$164K +3,045 +4%
FSG
611
Financial Strategies Group
Michigan
$3.9M -$71.5K -1,325 -2%
KLI
612
Kelman-Lazarov Inc
Tennessee
$3.88M -$615K -11,400 -14%
BFS
613
Bard Financial Services
Connecticut
$3.88M -$67.5K -1,250 -2%
RVPG
614
Relative Value Partners Group
$3.87M +$1.43M +26,485 +58%
BHIA
615
Birch Hill Investment Advisors
Massachusetts
$3.87M +$56.4K +1,045 +1%
AI
616
Atria Investments
North Carolina
$3.85M -$374K -6,930 -9%
MWM
617
Mascoma Wealth Management
New Hampshire
$3.83M +$70.7K +1,310 +2%
SIAP
618
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.82M -$13.5K -250 -0.6%
BIA
619
Bigelow Investment Advisors
Maine
$3.82M +$270 +5 +0%
Susquehanna International Group
620
Susquehanna International Group
Pennsylvania
$3.8M -$2.42M -44,780 -39%
BCMO
621
Buckingham Capital Management (Ohio)
Ohio
$3.79M -$111K -2,050 -3%
MWP
622
Moller Wealth Partners
$3.78M
GP
623
Geneva Partners
Wisconsin
$3.75M +$2.16K +40 +0.1%
BMD
624
Better Money Decisions
New Mexico
$3.74M +$150K +2,775 +4%
PFS
625
Prospera Financial Services
Texas
$3.69M +$140K +2,590 +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.