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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
FNC
1101
First National Corp
Massachusetts
$697K +$135K +2,500 +15%
LC
1102
Lincoln Capital
Nebraska
$695K +$132K +2,445 +23%
PS
1103
Planned Solutions
California
$694K +$173K +3,200 +33%
AIA
1104
Armor Investment Advisors
North Carolina
$693K +$8.1K +150 +1%
PWP
1105
Principle Wealth Partners
Connecticut
$692K +$2.7K +50 +0.4%
IC
1106
Inscription Capital
Texas
$692K +$695K +12,880 New
Luther King Capital Management (LKCM)
1107
Luther King Capital Management (LKCM)
Texas
$688K
JIC
1108
Joel Isaacson & Co
New York
$683K -$43.2K -800 -6%
AIP
1109
Almanack Investment Partners
Pennsylvania
$682K -$8.91K -165 -1%
ZCM
1110
Ziegler Capital Management
Illinois
$681K -$32.9K -610 -5%
ACM
1111
AlphaStar Capital Management
North Carolina
$677K +$191K +3,530 +39%
BWM
1112
Birchcreek Wealth Management
Ohio
$676K +$24.3K +450 +4%
IA
1113
Insight Advisors
Pennsylvania
$676K +$79.9K +1,480 +13%
RG
1114
Retirement Group
California
$673K -$1.62K -30 -0.2%
FA
1115
FDx Advisors
Illinois
$672K +$93.9K +1,740 +16%
APW
1116
Austin Private Wealth
Texas
$671K +$60.5K +1,120 +10%
HCM
1117
Howland Capital Management
Massachusetts
$670K
TNBTD
1118
Trustmark National Bank Trust Department
Mississippi
$668K -$23.2K -430 -3%
FSA
1119
Fort Sheridan Advisors
Illinois
$668K +$44.5K +825 +7%
SIC
1120
Salem Investment Counselors
North Carolina
$667K +$40.8K +755 +6%
AIP
1121
Ahrens Investment Partners
Louisiana
$662K +$134K +2,490 +25%
GPC
1122
Garrison Point Capital
California
$660K +$3.51K +65 +0.5%
HWM
1123
Howard Wealth Management
Connecticut
$654K +$22.9K +425 +4%
OPWM
1124
Oxinas Partners Wealth Management
Indiana
$653K -$15.1K -280 -2%
HC
1125
Hoese & Co
Minnesota
$652K

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.