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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
HMC
651
Harvard Management Company
Massachusetts
$3.41M -$930K -17,230 -21%
TSWM
652
Triangle Securities Wealth Management
North Carolina
$3.39M -$129K -2,385 -4%
PA
653
PSI Advisors
Florida
$3.38M -$49.1K -910 -1%
UBG
654
United Bank (Georgia)
Georgia
$3.38M -$193K -3,570 -5%
UF
655
Univest Financial
Pennsylvania
$3.34M -$95.8K -1,775 -3%
BC
656
Bartlett & Co
Ohio
$3.34M +$331K +6,130 +11%
BCWM
657
Bartlett & Co Wealth Management
Ohio
$3.34M +$331K +6,130 +11%
AWM
658
Apollon Wealth Management
South Carolina
$3.32M +$95.3K +1,765 +3%
PA
659
Pinnacle Associates
New York
$3.32M +$147K +2,715 +5%
ACM
660
AUA Capital Management
Pennsylvania
$3.29M
HL
661
HeadInvest LLC
Maine
$3.27M +$270K +5,005 +9%
BFO
662
Boston Family Office
Massachusetts
$3.26M +$135K +2,500 +4%
MYIA
663
Mount Yale Investment Advisors
Colorado
$3.25M -$8.64K -160 -0.3%
JG
664
Jefferies Group
New York
$3.25M +$532K +9,855 +20%
FA
665
FC Advisory
Pennsylvania
$3.23M +$11.9K +220 +0.4%
SNT
666
Security National Trust
West Virginia
$3.22M -$144K -2,665 -4%
CAG
667
Crestwood Advisors Group
Massachusetts
$3.21M -$40.5K -750 -1%
GSAM
668
Grant Street Asset Management
Pennsylvania
$3.19M +$10.4M +193,285 +2,200%
TPA
669
Trivium Point Advisory
Connecticut
$3.18M +$1.62K +30 +0.1%
FIM
670
Fernwood Investment Management
Massachusetts
$3.16M -$6.75K -125 -0.2%
FCB
671
First Command Bank
Texas
$3.15M -$219K -4,060 -6%
FCFS
672
First Command Financial Services
Texas
$3.15M -$219K -4,060 -6%
PG
673
Patten Group
Tennessee
$3.15M +$77.7K +1,440 +3%
PWM
674
PRW Wealth Management
Massachusetts
$3.15M +$3.17M +58,625 New
WF
675
Welch & Forbes
Massachusetts
$3.14M +$442K +8,185 +16%

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.