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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
GFG
676
Greystone Financial Group
Michigan
$3.12M +$3.14M +58,115 New
LFAS
677
Level Four Advisory Services
Texas
$3.11M -$154K -2,860 -5%
HPC
678
HM Payson & Co
Maine
$3.1M -$36.4K -675 -1%
CC
679
Cadinha & Co
Hawaii
$3.09M +$2.43K +45 +0.1%
HCA
680
Heck Capital Advisors
Wisconsin
$3.07M +$1.61M +29,820 +109%
CBN
681
Cadence Bank NA
Texas
$3.05M -$32.7K -605 -1%
ST
682
Spinnaker Trust
Maine
$3.04M -$2.44M -45,150 -44%
FMW
683
Farr Miller & Washington
District of Columbia
$3M +$192K +3,565 +7%
EWA
684
EP Wealth Advisors
California
$3M -$46.7K -865 -2%
ATWA
685
Arbor Trust Wealth Advisors
Michigan
$2.99M -$20.2K -375 -0.7%
HPWM
686
Highland Private Wealth Management
Washington
$2.93M -$20.2K -375 -0.7%
GWM
687
Geneos Wealth Management
Colorado
$2.93M -$11.5M -212,495 -80%
VCM
688
Vivaldi Capital Management
Illinois
$2.93M
EFS
689
Essex Financial Services
Connecticut
$2.89M
GSWM
690
Golden State Wealth Management
California
$2.87M +$398K +7,375 +16%
PWG
691
Private Wealth Group
Florida
$2.87M +$359K +6,650 +14%
ECG
692
Edge Capital Group
Georgia
$2.87M -$16.5K -305 -0.6%
CPC
693
Congress Park Capital
New York
$2.87M +$1.49M +27,620 +108%
HB
694
Homrich & Berg
Georgia
$2.86M +$540 +10 +0%
FCA
695
FinTrust Capital Advisors
South Carolina
$2.84M -$304K -5,625 -10%
MSAM
696
Moloney Securities Asset Management
Missouri
$2.83M +$66.4K +1,230 +2%
CBB
697
Citizens Business Bank
California
$2.83M -$6.48K -120 -0.2%
CRC
698
Curi RMB Capital
Illinois
$2.82M -$1.62K -30 -0.1%
BCA
699
Berman Capital Advisors
Georgia
$2.81M -$1.92M -35,590 -40%
LC
700
LCNB Corp
Ohio
$2.79M +$175K +3,240 +7%

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.