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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
BFC
851
Bedel Financial Consulting
Indiana
$1.65M +$41.8K +775 +3%
HCA
852
Harbour Capital Advisors
Virginia
$1.63M -$4.05K -75 -0.2%
AWMG
853
Alliance Wealth Management Group
New Jersey
$1.63M +$1.4M +25,915 +580%
NSB
854
Norway Savings Bank
Maine
$1.63M +$248K +4,595 +18%
CWM
855
Campbell Wealth Management
Virginia
$1.62M -$318K -5,895 -16%
BFS
856
Bradley Foster & Sargent
Connecticut
$1.62M +$431K +7,985 +36%
CAL
857
Capital Advisors Ltd
Ohio
$1.62M +$103K +1,910 +7%
KBFS
858
Kohmann Bosshard Financial Services
Ohio
$1.62M
BFG
859
Baron Financial Group
New Jersey
$1.61M +$18.9K +350 +1%
CCM
860
Condor Capital Management
New Jersey
$1.61M -$4.86K -90 -0.3%
DSC
861
Duncker Streett & Co
Missouri
$1.6M +$1.62K +30 +0.1%
DFG
862
Demars Financial Group
Washington
$1.6M +$2.7K +50 +0.2%
NAG
863
Northstar Advisory Group
New Jersey
$1.59M +$21.3K +395 +1%
RMCM
864
Reynders McVeigh Capital Management
Massachusetts
$1.58M +$19.2K +355 +1%
VWM
865
Valley Wealth Managers
New Jersey
$1.56M -$11.3K -210 -0.7%
CG
866
Caprock Group
Idaho
$1.56M +$88.5K +1,640 +6%
AW
867
ACG Wealth
Georgia
$1.55M -$419K -7,755 -21%
WA
868
WBH Advisory
Maryland
$1.54M +$27K +500 +2%
EAM
869
Evanson Asset Management
California
$1.54M
AF
870
Advisornet Financial
Minnesota
$1.54M +$31.6K +585 +2%
OWA
871
Octavia Wealth Advisors
Ohio
$1.53M -$219K -4,050 -12%
SFI
872
SPC Financial Inc
Maryland
$1.52M -$1.17M -21,605 -43%
BFEC
873
Benjamin F. Edwards & Company
Missouri
$1.52M -$3.78K -70 -0.2%
AAM
874
Ameraudi Asset Management
New York
$1.52M -$71K -1,315 -4%
HS
875
Horan Securities
United States
$1.52M +$665K +12,320 +77%

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.