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iShares Core S&P Mid-Cap ETF

1,636 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, 591 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: 591

13.67% more ownership

Funds ownership: 362.45%376.12% (+14%)

1% more funds holding

Funds holding: 1,6161,636 (+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
1,636
Holders Change
+20
Holders Change %
+1.24%
% of All Funds
28.48%
Holding in Top 10
287
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.71%
% of All Funds
5%
New
103
Increased
700
Reduced
591
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
NAM
76
NorthCoast Asset Management
Connecticut
$85.6M +$468K +8,670 +0.5%
MCM
77
MAI Capital Management
Ohio
$82.8M +$5.35M +99,005 +7%
HI
78
Harbour Investments
Wisconsin
$81.5M +$360K +6,670 +0.4%
Rafferty Asset Management
79
Rafferty Asset Management
New York
$81.4M +$15.1M +279,010 +23%
AIM
80
Acropolis Investment Management
Missouri
$80.3M -$2.7M -50,085 -3%
AIA
81
Ally Invest Advisors
North Carolina
$80.2M +$9.24M +171,125 +13%
FT
82
Fiduciary Trust
Massachusetts
$79.2M +$2.85M +52,860 +4%
TF
83
TIAA FSB
Florida
$78.1M -$2.57M -47,545 -3%
WT
84
Whittier Trust
California
$78M +$4.28M +79,240 +6%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$75.5M -$351K -6,500 -0.5%
AWM
86
Altium Wealth Management
New York
$73.4M +$4.44M +82,310 +6%
AFG
87
Arkansas Financial Group
Arkansas
$73.4M -$1.8M -33,290 -2%
PFO
88
Pathstone Family Office
New Jersey
$72.9M -$2.51M -46,470 -3%
VC
89
Vicus Capital
Pennsylvania
$72.9M -$865K -16,020 -1%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$71.3M +$2.25M +41,695 +3%
FLPIM
91
F.L. Putnam Investment Management
Massachusetts
$71.1M +$7.38M +136,780 +12%
Bessemer Group
92
Bessemer Group
New Jersey
$66.8M +$2.16M +40,050 +3%
BPB
93
Badgley, Phelps & Bell
Washington
$66.4M +$268K +4,960 +0.4%
LRIA
94
Leonard Rickey Investment Advisors
Washington
$64.6M -$624K -11,565 -0.9%
VA
95
Valmark Advisers
Ohio
$64.4M -$6.62M -122,525 -9%
Comerica Bank
96
Comerica Bank
Texas
$64.2M -$3.2M -59,200 -5%
MAM
97
Madison Asset Management
Wisconsin
$64M +$1.95M +36,150 +3%
PFM
98
Phillips Financial Management
Indiana
$62.8M +$507K +9,385 +0.8%
LF
99
Lee Financial
Texas
$62.4M -$607K -11,235 -1%
HI
100
Horizon Investments
North Carolina
$61.7M -$38.4M -710,405 -38%

IJH Hedge Fund Activity: Q2 2021 in Review

1,636 of the 5,745 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 591 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.

  • 1,636 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2021, up from 1,616 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.