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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
WA
901
WP Advisors
California
$1.39M +$7.29K +135 +0.5%
JBA
902
Johnson Bixby & Associates
Washington
$1.37M -$220K -4,070 -14%
NF
903
Nikulski Financial
Iowa
$1.37M +$482K +8,925 +53%
WCWM
904
Wooster Corthell Wealth Management
Connecticut
$1.37M -$68.3K -1,265 -5%
KWM
905
Keebeck Wealth Management
Illinois
$1.36M +$1.37M +25,370 New
WMP
906
Wealth Management Partners
Arizona
$1.36M -$67.8K -1,255 -5%
PMFA
907
Plante Moran Financial Advisors
Michigan
$1.35M +$5.67K +105 +0.4%
BA
908
Ballew Advisors
Mississippi
$1.35M -$1.38M -25,590 -50%
NCM
909
Next Capital Management
New York
$1.35M +$77.5K +1,435 +6%
VCA
910
Verdence Capital Advisors
Maryland
$1.34M -$82.3K -1,525 -6%
FPS
911
Fieldpoint Private Securities
Connecticut
$1.34M +$40.5K +750 +3%
SG Americas Securities
912
SG Americas Securities
New York
$1.34M +$139K +2,575 +12%
CCM
913
Covington Capital Management
California
$1.33M +$584K +10,810 +77%
SWM
914
SigFig Wealth Management
California
$1.31M -$1.65M -30,600 -56%
T. Rowe Price Associates
915
T. Rowe Price Associates
Maryland
$1.31M
BJL
916
Brighton Jones LLC
Washington
$1.3M -$145K -2,680 -10%
SS
917
Simplicity Solutions
Minnesota
$1.29M -$480K -8,890 -27%
EPWM
918
Essex Private Wealth Management
Massachusetts
$1.29M
WCM
919
Wealthcare Capital Management
Virginia
$1.29M +$24.3K +450 +2%
ECM
920
Evergreen Capital Management
Washington
$1.29M -$509K -9,430 -28%
MCM
921
Maryland Capital Management
Maryland
$1.28M +$119K +2,200 +10%
SHJ
922
Sharkey, Howes & Javer
Colorado
$1.28M +$488K +9,045 +61%
EW
923
Evoke Wealth
California
$1.28M +$64.2K +1,190 +5%
CG
924
Corundum Group
Colorado
$1.28M -$64.8K -1,200 -5%
KLCM
925
KG&L Capital Management
Louisiana
$1.26M +$45.9K +850 +4%

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.