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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
SW
726
StrongBox Wealth
Missouri
$2.58M +$794K +14,705 +44%
SAS
727
Stelac Advisory Services
New York
$2.57M +$113K +2,100 +5%
CNB
728
Camden National Bank
Maine
$2.55M -$52.1K -965 -2%
FMBTD
729
First Midwest Bank Trust Division
Illinois
$2.55M +$190K +3,525 +8%
CCC
730
Crescent Capital Consulting
Louisiana
$2.55M +$182K +3,370 +8%
CIC
731
Carnegie Investment Counsel
Ohio
$2.55M +$112K +2,070 +5%
GHA
732
GW Henssler & Associates
Georgia
$2.54M -$38.1K -705 -1%
SGK
733
Steigerwald Gordon & Koch
Virginia
$2.54M +$74.2K +1,375 +3%
VFA
734
Valeo Financial Advisors
Indiana
$2.52M +$32.7K +605 +1%
RCM
735
Regency Capital Management
Hawaii
$2.51M +$106K +1,960 +4%
BRM
736
Boston Research & Management
Massachusetts
$2.48M +$29.7K +550 +1%
CWM
737
Cranbrook Wealth Management
Michigan
$2.46M -$78.6K -1,455 -3%
AIA
738
Arcadia Investment Advisors
Idaho
$2.45M -$19.4K -360 -0.8%
GFP
739
Gryphon Financial Partners
Ohio
$2.44M -$192K -3,560 -6%
NB
740
NBT Bank
New York
$2.44M
CAM
741
Cozad Asset Management
Illinois
$2.44M +$215K +3,975 +10%
RA
742
RFG Advisory
Alabama
$2.4M +$593K +10,980 +33%
SAM
743
Silvercrest Asset Management
New York
$2.39M -$7.56K -140 -0.3%
P
744
Pitcairn
Pennsylvania
$2.39M
MOACM
745
Mutual of America Capital Management
New York
$2.36M -$159K -2,950 -6%
RT
746
Rockland Trust
Massachusetts
$2.36M +$13.8K +255 +0.6%
RRC
747
Relaxing Retirement Coach
Massachusetts
$2.36M +$87.5K +1,620 +4%
STA
748
Summit Trail Advisors
New York
$2.35M -$51.8K -960 -2%
PA
749
Parallel Advisors
California
$2.33M -$422K -7,820 -15%
PRWA
750
Platte River Wealth Advisors
Colorado
$2.33M +$65.9K +1,220 +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.