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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
CAG
876
Csenge Advisory Group
Florida
$1.52M -$442K -8,195 -23%
ONST
877
Old North State Trust
North Carolina
$1.51M -$5.4K -100 -0.4%
IC
878
Intersect Capital
California
$1.51M +$92.9K +1,720 +7%
KL
879
KWMG LLC
Kansas
$1.51M -$2.7K -50 -0.2%
MFG
880
Merit Financial Group
Georgia
$1.51M -$19.7K -365 -1%
NEGWA
881
New England Guild Wealth Advisors
Connecticut
$1.5M -$147K -2,720 -9%
FG
882
Fiduciary Group
Georgia
$1.5M +$124K +2,305 +9%
BW
883
Bison Wealth
Georgia
$1.49M +$32.7K +605 +2%
MCA
884
Magnolia Capital Advisors
Mississippi
$1.49M -$140K -2,585 -9%
CFFP
885
Center for Financial Planning
Michigan
$1.49M +$8.1K +150 +0.5%
LNWTC
886
Laird Norton Wetherby Trust Company
Washington
$1.49M +$402K +7,450 +37%
XF
887
XML Financial
Maryland
$1.48M +$1.48M +27,455 New
CL
888
Choreo LLC
Illinois
$1.48M -$27K -500 -2%
CC
889
Corsicana & Co
Texas
$1.46M +$1.46M +27,065 New
CAWM
890
Capital Advisors Wealth Management
Washington
$1.45M +$7.02K +130 +0.5%
MFW
891
Meristem Family Wealth
Minnesota
$1.44M +$1.44M +26,735 New
UTC
892
Unified Trust Company
Kentucky
$1.44M -$14K -260 -1%
IA
893
IFG Advisors
Missouri
$1.43M +$686K +12,715 +91%
RFG
894
Range Financial Group
Oregon
$1.43M +$97.7K +1,810 +7%
TI
895
Truepoint Inc
Ohio
$1.42M +$76.9K +1,425 +6%
B
896
Bridgeworth
Alabama
$1.42M -$4.32K -80 -0.3%
MAWCM
897
Mine & Arao Wealth Creation & Management
California
$1.41M +$24.8K +460 +2%
HWA
898
Hilltop Wealth Advisors
North Carolina
$1.4M +$1.35K +25 +0.1%
ST
899
Sabal Trust
Florida
$1.39M +$485K +8,975 +53%
WQ
900
Wealth Quarterback
New Jersey
$1.39M +$1.4M +25,890 New

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.