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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
BF
776
Blankinship & Foster
California
$2.11M -$33.2K -615 -2%
ACM
777
Azimuth Capital Management
Michigan
$2.11M
BHBT
778
Burke & Herbert Bank & Trust
Virginia
$2.1M +$8.1K +150 +0.4%
FSWA
779
Financial Synergies Wealth Advisors
Texas
$2.1M +$41.8K +775 +2%
SWM
780
Southern Wealth Management
Texas
$2.08M -$37.8K -700 -2%
IC
781
IEQ Capital
California
$2.08M +$810 +15 +0%
EK
782
Evensky & Katz
Florida
$2.08M -$38.3K -710 -2%
BWM
783
BerganKDV Wealth Management
Minnesota
$2.06M -$22.4K -415 -1%
LIA
784
LBMC Investment Advisors
Tennessee
$2.05M +$1.35K +25 +0.1%
WS
785
Wedbush Securities
California
$2.05M +$56.4K +1,045 +3%
TSS
786
Two Sigma Securities
New York
$2.04M -$1.61M -29,905 -44%
BFA
787
Beacon Financial Advisory
Ohio
$2.02M +$12.7K +235 +0.6%
LWM
788
Lyell Wealth Management
California
$2.02M -$195K -3,615 -9%
MMHP
789
Murphy Middleton Hinkle & Parker
Georgia
$2.01M -$33.2K -615 -2%
VIM
790
Vista Investment Management
Pennsylvania
$2.01M -$58.6K -1,085 -3%
BWCS
791
Beirne Wealth Consulting Services
Connecticut
$2M +$560K +10,380 +39%
CI
792
Cigna Investments
Connecticut
$1.99M
KFGK
793
Keystone Financial Group (Kentucky)
Kentucky
$1.98M +$82.3K +1,525 +4%
NCG
794
Newport Capital Group
New Jersey
$1.97M
EI
795
Ellevest Inc
New York
$1.97M +$18.4K +340 +0.9%
TC
796
TownSquare Capital
Utah
$1.97M +$56.4K +1,045 +3%
OC
797
Oakworth Capital
Alabama
$1.97M +$79.9K +1,480 +4%
SC
798
Savant Capital
Illinois
$1.96M
PCMC
799
Private Capital Management (Colorado)
Colorado
$1.96M -$98.3K -1,820 -5%
WP
800
WealthShield Partners
North Carolina
$1.95M -$96.1K -1,780 -5%

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.