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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
KW
701
KWB Wealth
California
$2.78M -$2.97K -55 -0.1%
SF
702
Summit Financial
New Jersey
$2.78M +$1.36M +25,115 +94%
UBV
703
United Bank (Virginia)
Virginia
$2.77M -$444K -8,215 -14%
C
704
Clearshares
New York
$2.76M +$1.31M +24,205 +89%
3F
705
360 Financial
Minnesota
$2.76M +$597K +11,050 +27%
TAM
706
Townsend Asset Management
North Carolina
$2.75M +$87.2K +1,615 +3%
GC
707
Guggenheim Capital
Illinois
$2.73M -$2.7K -50 -0.1%
MCCP
708
Mission Creek Capital Partners
California
$2.71M +$428K +7,920 +19%
GLA
709
Good Life Advisors
Pennsylvania
$2.69M -$423K -7,830 -14%
DFA
710
Delta Financial Advisors
Louisiana
$2.69M -$217K -4,020 -7%
HIMC
711
Heritage Investors Management Corp
Maryland
$2.68M +$169K +3,135 +7%
AA
712
Advisory Alpha
Michigan
$2.68M -$235K -4,345 -8%
AWA
713
Arkadios Wealth Advisors
Georgia
$2.68M +$217K +4,025 +9%
HIA
714
Harbor Investment Advisory
Maryland
$2.66M +$211K +3,915 +9%
BFG
715
Beacon Financial Group
Texas
$2.63M -$18.6K -345 -0.7%
CI
716
Cavalier Investments
Georgia
$2.62M -$231K -4,270 -8%
SFG
717
SevenBridge Financial Group
Pennsylvania
$2.62M +$194K +3,595 +8%
CC
718
Claybrook Capital
Massachusetts
$2.62M +$2.63M +48,740 New
QCM
719
Quest Capital Management
Texas
$2.62M +$35.1K +650 +1%
HAS
720
HBW Advisory Services
California
$2.61M -$518K -9,600 -16%
EB
721
Eastern Bank
Massachusetts
$2.6M -$78.8K -1,460 -3%
SWA
722
Stratos Wealth Advisors
Ohio
$2.6M +$491K +9,090 +23%
PAS
723
Park Avenue Securities
New York
$2.6M -$273K -5,055 -9%
BFM
724
Broadview Financial Management
Wisconsin
$2.6M -$48.6K -900 -2%
MOS
725
MGO One Seven
Ohio
$2.59M +$69.1K +1,280 +3%

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.