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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
FCA
626
FLC Capital Advisors
California
$3.69M -$596K -11,035 -14%
PCM
627
Perritt Capital Management
Illinois
$3.68M +$123K +2,275 +3%
AF
628
Allworth Financial
California
$3.67M +$2.3M +42,610 +167%
SF
629
Synovus Financial
Georgia
$3.64M +$1.45M +26,910 +66%
NOI
630
Newton One Investments
Delaware
$3.64M -$134K -2,490 -4%
NEAM
631
New England Asset Management
Connecticut
$3.63M
PCIA
632
Prime Capital Investment Advisors
Kansas
$3.62M +$62.1K +1,150 +2%
Koshinski Asset Management
633
Koshinski Asset Management
Illinois
$3.6M -$915K -16,955 -20%
CF
634
Copperwynd Financial
Arizona
$3.6M +$64.5K +1,195 +2%
RPC
635
Rossmore Private Capital
Connecticut
$3.6M +$403K +7,465 +13%
TW
636
Transform Wealth
Colorado
$3.57M -$135K -2,505 -4%
MP
637
McDonald Partners
Ohio
$3.53M +$152K +2,820 +4%
CHC
638
City Holding Co
West Virginia
$3.53M +$279K +5,170 +9%
HWM
639
HighMark Wealth Management
Minnesota
$3.52M -$517K -9,570 -13%
AFS
640
Annapolis Financial Services
Maryland
$3.51M -$169K -3,130 -5%
CBT
641
Central Bank & Trust
Kentucky
$3.51M -$219K -4,060 -6%
AC
642
Alexandria Capital
Virginia
$3.51M -$87.7K -1,625 -2%
BSW
643
Buckingham Strategic Wealth
Missouri
$3.5M +$62.4K +1,155 +2%
SWP
644
Summit Wealth Partners
Florida
$3.49M +$138K +2,550 +4%
FTC
645
Farmers Trust Company
Ohio
$3.48M -$71.8K -1,330 -2%
TA
646
TruWealth Advisors
Louisiana
$3.47M +$166K +3,070 +5%
NDSI
647
Newman Dignan & Sheerar Inc
Rhode Island
$3.45M +$9.45K +175 +0.3%
APA
648
American Portfolios Advisors
New York
$3.44M -$5.24M -96,965 -60%
PR
649
Payden & Rygel
California
$3.43M +$18.4K +340 +0.5%
CHP
650
Cable Hill Partners
Oregon
$3.43M +$3.44M +63,795 New

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.