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iShares Core S&P Mid-Cap ETF

1,636 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, 591 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: 591

13.67% more ownership

Funds ownership: 362.45%376.12% (+14%)

1% more funds holding

Funds holding: 1,6161,636 (+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
1,636
Holders Change
+20
Holders Change %
+1.24%
% of All Funds
28.48%
Holding in Top 10
287
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.71%
% of All Funds
5%
New
103
Increased
700
Reduced
591
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
BIM
51
Bridges Investment Management
Nebraska
$129M -$537K -9,940 -0.4%
LWA
52
Lenox Wealth Advisors
New York
$128M +$3.16M +58,530 +3%
Stifel Financial
53
Stifel Financial
Missouri
$128M +$7.02M +129,970 +6%
HTC
54
Haverford Trust Company
Pennsylvania
$127M +$1.29M +23,925 +1%
APCM
55
Alaska Permanent Capital Management
Alaska
$122M -$775K -14,360 -0.6%
GT
56
Greenleaf Trust
Michigan
$114M -$2.88M -53,335 -2%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$113M -$5.4M -100,075 -5%
SSB
58
Sandy Spring Bank
Maryland
$110M +$3.06M +56,725 +3%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$108M +$12.2M +226,250 +13%
LW
60
Linscomb Wealth
Texas
$105M -$1.02M -18,875 -1%
CFG
61
Citizens Financial Group
Rhode Island
$103M +$18.3M +339,505 +21%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$98.5M +$5.04M +93,305 +5%
MML Investors Services
63
MML Investors Services
Massachusetts
$98M +$16.5M +305,555 +20%
MIA
64
MainStreet Investment Advisors
Illinois
$97.6M -$5.11M -94,625 -5%
State Street
65
State Street
Massachusetts
$95M -$2.9M -53,755 -3%
SIC
66
Sigma Investment Counselors
Michigan
$92.9M +$3.81M +70,605 +4%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$92.7M +$10.5M +194,535 +13%
UCFA
68
United Capital Financial Advisors
Texas
$92.6M -$5.74M -106,385 -6%
LWMT
69
Legacy Wealth Management (Tennessee)
Tennessee
$90.7M -$2.64M -48,845 -3%
HighTower Advisors
70
HighTower Advisors
Illinois
$90.5M -$4.17M -77,270 -4%
TAIM
71
TD Ameritrade Investment Management
Nebraska
$90M -$23.7M -438,870 -21%
FMWA
72
Forvis Mazars Wealth Advisors
Missouri
$86.6M +$2.86M +53,045 +3%
MPWT
73
MassMutual Private Wealth & Trust
Connecticut
$86.4M -$2.06M -38,190 -2%
BFPW
74
BOK Financial Private Wealth
Colorado
$86M +$24.3K +450 +0%
SHGA
75
Sand Hill Global Advisors
California
$85.9M -$316K -5,850 -0.4%

IJH Hedge Fund Activity: Q2 2021 in Review

1,636 of the 5,745 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 591 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.

  • 1,636 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2021, up from 1,616 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.