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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
FA
1051
Fiducient Advisors
Illinois
$813K +$331K +6,135 +68%
EGWAG
1052
Elwood & Goetz Wealth Advisory Group
Georgia
$812K -$17.3K -320 -2%
RSWM
1053
Robertson Stephens Wealth Management
California
$808K -$97.2K -1,800 -11%
FC
1054
Financial Consulate
Maryland
$806K -$32.9K -610 -4%
SFSIG
1055
San Francisco Sentry Investment Group
California
$799K -$17.5K -325 -2%
NEWAS
1056
N.E.W. Advisory Services
Wisconsin
$788K -$182K -3,380 -19%
BU
1057
BBVA USA
Alabama
$788K +$792K +14,670 New
MLL
1058
Moody Lynn & Lieberson
Massachusetts
$784K
NSIM
1059
North Star Investment Management
Illinois
$783K +$12.1K +225 +2%
WCWM
1060
Willow Creek Wealth Management
California
$781K +$11.3K +210 +1%
CT
1061
Caldwell Trust
Florida
$779K
MAM
1062
MMA Asset Management
Pennsylvania
$776K +$2.7K +50 +0.3%
GMA
1063
Goldstein Munger & Associates
California
$770K
BWG
1064
Beta Wealth Group
California
$769K -$14K -260 -2%
ARC
1065
Advisor Resource Council
Texas
$767K +$770K +14,265 New
AIM
1066
Anchor Investment Management
South Carolina
$765K
GPA
1067
Garrison Point Advisors
California
$763K -$45.9K -850 -6%
BNP Paribas Financial Markets
1068
BNP Paribas Financial Markets
France
$761K +$243K +4,505 +47%
SDWMA
1069
Schneider Downs Wealth Management Advisors
Pennsylvania
$761K +$10.8K +200 +1%
CPSC
1070
Carl P. Sherr & Co
Massachusetts
$758K -$58.8K -1,090 -7%
LA
1071
Latitude Advisors
Florida
$757K -$162K -3,000 -18%
LWANC
1072
Laurel Wealth Advisors (North Carolina)
North Carolina
$757K -$11.1K -205 -1%
PCM
1073
Pointe Capital Management
Michigan
$756K +$54K +1,000 +8%
OAM
1074
Oak Asset Management
California
$756K +$760K +14,070 New
SWM
1075
SeaCrest Wealth Management
New York
$749K +$17.8K +330 +2%

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.