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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
PPP
1076
Private Portfolio Partners
New Jersey
$748K +$21.9K +405 +3%
JFG
1077
JMG Financial Group
Illinois
$742K +$140K +2,600 +23%
SHA
1078
Seneca House Advisors
Virginia
$737K +$294K +5,445 +66%
TPW
1079
TL Private Wealth
Texas
$734K +$39.1K +725 +6%
GAM
1080
Gemmer Asset Management
California
$734K +$256K +4,740 +53%
F
1081
F3Logic
Minnesota
$734K +$317K +5,875 +75%
SA
1082
Silversage Advisors
California
$731K +$735K +13,610 New
NFG
1083
Nadler Financial Group
Illinois
$728K +$2.43K +45 +0.3%
BI
1084
Ballast Inc
Kentucky
$724K
AP
1085
Appleton Partners
Massachusetts
$724K +$1.35K +25 +0.2%
RFN
1086
RDA Financial Network
Iowa
$722K -$86.7K -1,605 -11%
CWC
1087
Carolinas Wealth Consulting
North Carolina
$717K -$141K -2,610 -16%
HBWM
1088
Hollow Brook Wealth Management
New York
$717K
AF
1089
Alerus Financial
North Dakota
$714K
FNWM
1090
Financial Network Wealth Management
Utah
$714K +$265K +4,915 +59%
AAM
1091
Autus Asset Management
Arizona
$713K +$88.5K +1,640 +14%
IAIM
1092
International Assets Investment Management
Florida
$712K -$985K -18,250 -58%
SIS
1093
SVB Investment Services
Utah
$712K -$63.2K -1,170 -8%
SC
1094
Sepio Capital
Utah
$710K -$249K -4,620 -26%
SAM
1095
Seelaus Asset Management
New Jersey
$706K -$50.2K -930 -7%
JWCA
1096
J.W. Coons Advisors
Ohio
$706K +$270 +5 +0%
TCB
1097
Texas Capital Bancshares
Texas
$705K -$180K -3,325 -20%
OIA
1098
Optimum Investment Advisors
Illinois
$701K -$17.8K -330 -2%
Legal & General Group
1099
Legal & General Group
United Kingdom
$699K -$216K -4,000 -24%
Schroder Investment Management Group
1100
Schroder Investment Management Group
United Kingdom
$699K

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.