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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
ANB
951
Amarillo National Bank
Texas
$1.17M +$32.4K +600 +3%
BWAM
952
Boyd Watterson Asset Management
Ohio
$1.17M
CFO
953
Collective Family Office
Pennsylvania
$1.17M
QAM
954
QCI Asset Management
New York
$1.15M +$270 +5 +0%
TFS
955
Thoroughbred Financial Services
Tennessee
$1.15M +$61.8K +1,145 +6%
COCM
956
Charter Oak Capital Management
New Hampshire
$1.14M -$66.1K -1,225 -5%
HFA
957
High Falls Advisors
New York
$1.14M -$4.74M -87,810 -81%
AI
958
Accredited Investors
Minnesota
$1.14M +$61.8K +1,145 +6%
FMC
959
First Merchants Corp
Indiana
$1.13M +$47.2K +875 +4%
PAM
960
Palisade Asset Management
Minnesota
$1.13M +$44.3K +820 +4%
KBC Group
961
KBC Group
Belgium
$1.13M -$540K -10,000 -32%
CRCM
962
Corbett Road Capital Management
Virginia
$1.13M -$474K -8,785 -29%
AAMC
963
Asset Allocation & Management Company
Illinois
$1.11M
IIM
964
Ipswich Investment Management
Massachusetts
$1.11M +$9.72K +180 +0.9%
OR
965
Olympiad Research
Connecticut
$1.11M +$21.9K +405 +2%
DY
966
Dowling & Yahnke
California
$1.1M -$86.4K -1,600 -7%
BB
967
Berkshire Bank
Massachusetts
$1.1M -$26.5K -490 -2%
HCM
968
Hengehold Capital Management
Ohio
$1.1M +$1.11M +20,490 New
SC
969
Scotia Capital
Ontario, Canada
$1.09M +$130K +2,405 +13%
MIM
970
Marco Investment Management
Georgia
$1.09M -$90.7K -1,680 -8%
ACG
971
Allen Capital Group
Nebraska
$1.08M -$2.43K -45 -0.2%
GC
972
Grace Capital
Massachusetts
$1.08M
WSTAM
973
Wilbanks Smith & Thomas Asset Management
Virginia
$1.08M -$4.05K -75 -0.4%
SEEDPG
974
S.E.E.D. Planning Group
New York
$1.08M -$124K -2,305 -10%
TCOO
975
Trust Company of Oklahoma
Oklahoma
$1.08M -$44K -815 -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.