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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
BMWM
1001
Brown Miller Wealth Management
Virginia
$989K +$219K +4,055 +28%
Kovitz Investment Group Partners
1002
Kovitz Investment Group Partners
Illinois
$986K -$2.16K -40 -0.2%
ICG
1003
InterOcean Capital Group
Tennessee
$984K +$27K +500 +3%
SWM
1004
Stockman Wealth Management
Montana
$984K +$79.4K +1,470 +9%
Wealth Enhancement Advisory Services
1005
Wealth Enhancement Advisory Services
Minnesota
$979K +$98.8K +1,830 +11%
WWM
1006
Wolff Wiese Magana
California
$971K +$88.8K +1,645 +10%
CL
1007
CIM LLC
New York
$969K
LWAC
1008
Laurel Wealth Advisors (California)
California
$962K +$56.4K +1,045 +6%
T
1009
TRUADVICE
Florida
$961K +$977K +18,105 New
LA
1010
LexAurum Advisors
Kansas
$959K +$19.4K +360 +2%
WJWM
1011
Williams Jones Wealth Management
New York
$949K -$226K -4,190 -19%
CCA
1012
Cobblestone Capital Advisors
New York
$948K -$19.2K -355 -2%
KIG
1013
Kowal Investment Group
Wisconsin
$942K +$376K +6,960 +66%
S
1014
SignatureFD
Georgia
$937K +$170K +3,145 +22%
TCOT
1015
Trust Company of Toledo
Ohio
$934K -$10.5K -195 -1%
OFG
1016
Oxford Financial Group
Indiana
$916K -$10.8K -200 -1%
MFT
1017
Moisand Fitzgerald Tamayo
Florida
$915K -$28.1K -520 -3%
TFA
1018
Tranquilli Financial Advisor
New Jersey
$914K -$587K -10,870 -39%
TA
1019
TFG Advisers
Michigan
$909K -$3.24K -60 -0.4%
VCP
1020
Vista Capital Partners
Oregon
$906K
MAS
1021
Madden Advisory Services
Florida
$905K +$37.3K +690 +4%
1WM
1022
1900 Wealth Management
Texas
$905K +$178K +3,300 +24%
MBTD
1023
Mechanics Bank - Trust Department
California
$902K -$2.7K -50 -0.3%
DIA
1024
Dana Investment Advisors
Wisconsin
$902K +$86.4K +1,600 +11%
AC
1025
Abbrea Capital
California
$900K

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.