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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
BAS
826
Brown Advisory Securities
Maryland
$1.75M
Neuberger Berman Group
827
Neuberger Berman Group
New York
$1.75M +$92.3K +1,710 +6%
IAS
828
Investment Advisory Services
Texas
$1.75M +$1.76M +32,515 New
VOYA Investment Management
829
VOYA Investment Management
Georgia
$1.75M +$125K +2,310 +8%
EWM
830
Endurance Wealth Management
Rhode Island
$1.74M +$24.3K +450 +1%
NC
831
NinePointTwo Capital
California
$1.73M -$2.37M -43,865 -58%
CCM
832
Colorado Capital Management
Colorado
$1.73M -$22.9K -425 -1%
GWS
833
Glassman Wealth Services
Virginia
$1.73M +$860K +15,925 +98%
EDRH
834
Edmond de Rothschild Holding
Switzerland
$1.72M
SIC
835
Samalin Investment Counsel
New York
$1.72M -$700K -12,960 -29%
FTUS
836
Flow Traders U.S.
New York
$1.71M +$1.71M +31,735 New
QCIG
837
Quad-Cities Investment Group
Iowa
$1.7M +$272K +5,040 +19%
Invesco
838
Invesco
Georgia
$1.7M -$117K -2,165 -6%
KCM
839
Karp Capital Management
California
$1.7M +$966K +17,885 +130%
SCM
840
Southport Capital Management
Tennessee
$1.7M +$269K +4,975 +19%
TFF
841
The Family Firm
Maryland
$1.7M +$8.64K +160 +0.5%
MIM
842
Macroview Investment Management
Maryland
$1.69M +$1.17M +21,590 +219%
BFO
843
Biltmore Family Office
North Carolina
$1.69M +$30.2K +560 +2%
FWCM
844
Ferguson Wellman Capital Management
Oregon
$1.69M -$10.5K -195 -0.6%
WP
845
WealthPLAN Partners
Nebraska
$1.68M +$194K +3,600 +13%
WP
846
WealthSource Partners
California
$1.67M -$63.4K -1,175 -4%
AFG
847
Albion Financial Group
Utah
$1.67M +$1.68M +31,095 New
AFC
848
AFT Forsyth & Company
Florida
$1.67M +$47K +870 +3%
FWP
849
FAS Wealth Partners
Kansas
$1.65M +$96.1K +1,780 +6%
LNB
850
Ledyard National Bank
$1.65M -$155K -2,875 -9%

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.