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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
SAM
926
S.A. Mason
Michigan
$1.26M
OIS
927
Okabena Investment Services
Minnesota
$1.25M +$1.04M +19,325 +482%
BCM
928
BTC Capital Management
Iowa
$1.25M -$20K -370 -2%
CHA
929
Carmichael Hill & Associates
Maryland
$1.25M -$27K -500 -2%
BAM
930
Berkshire Asset Management
Pennsylvania
$1.25M
WGCA
931
Wolf Group Capital Advisors
Virginia
$1.25M +$2.97K +55 +0.2%
AWA
932
ARQ Wealth Advisors
Arizona
$1.24M -$278K -5,145 -18%
OC
933
Oarsman Capital
Wisconsin
$1.24M +$8.1K +150 +0.7%
KCP
934
KDI Capital Partners
North Carolina
$1.24M +$111K +2,050 +10%
CF
935
Centaurus Financial
California
$1.24M +$14.8K +275 +1%
IAA
936
Independent Advisor Alliance
North Carolina
$1.24M +$165K +3,065 +15%
PIMG
937
Patriot Investment Management Group
Tennessee
$1.23M -$33.7K -625 -3%
DI
938
Disciplined Investments
Oklahoma
$1.23M +$89.9K +1,665 +8%
MWA
939
Motive Wealth Advisors
Michigan
$1.23M +$1.23M +22,795 New
PCA
940
Personal Capital Advisors
California
$1.22M +$62.9K +1,165 +5%
EWA
941
ERTS Wealth Advisors
Michigan
$1.21M -$523K -9,690 -30%
AWP
942
Ascent Wealth Partners
New York
$1.21M -$170K -3,155 -12%
GP
943
Girard Partners
Pennsylvania
$1.2M +$6.48K +120 +0.5%
TFS
944
TrustCore Financial Services
Tennessee
$1.2M -$8.91K -165 -0.7%
PK
945
Pflug Koory
Nebraska
$1.19M
KCPG
946
Kavar Capital Partners Group
Kansas
$1.19M +$791K +14,645 +194%
JAFL
947
Jay A. Fishman Ltd
Michigan
$1.19M
MC
948
Moors & Cabot
Massachusetts
$1.19M +$1.35K +25 +0.1%
DACG
949
Donor Advised Charitable Giving
California
$1.18M -$43.7K -810 -4%
NFP
950
Novak Financial Planning
Maryland
$1.17M -$15.7K -290 -1%

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.