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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
PWA
1151
Peterson Wealth Advisors
Utah
$615K
OCG
1152
Opus Capital Group
Ohio
$609K -$20K -370 -3%
GWM
1153
GSB Wealth Management
Connecticut
$608K +$25.9K +480 +4%
ACM
1154
Advisors Capital Management
New Jersey
$608K +$30.2K +560 +5%
BIAS
1155
Beacon Investment Advisory Services
New Jersey
$607K
FC
1156
Fulcrum Capital
Washington
$606K
MCM
1157
Mitchell Capital Management
Kansas
$604K -$14K -260 -2%
FPWM
1158
FSB Premier Wealth Management
Iowa
$601K -$234K -4,325 -28%
CAM
1159
Concorde Asset Management
Michigan
$598K -$470K -8,705 -44%
MCM
1160
Maple Capital Management
Vermont
$598K +$34.3K +635 +6%
NL
1161
Navalign LLC
California
$597K -$96.6K -1,790 -14%
GJIC
1162
Gamble Jones Investment Counsel
California
$594K -$41K -760 -6%
MWM
1163
Merriman Wealth Management
Washington
$590K
LPIC
1164
LeJeune Puetz Investment Counsel
Michigan
$586K
SLG
1165
Stanley-Laman Group
Pennsylvania
$586K +$13K +240 +2%
PP
1166
Patten & Patten
Tennessee
$585K +$270 +5 +0%
MAM
1167
Marquette Asset Management
Minnesota
$583K
TWM
1168
Titus Wealth Management
California
$582K -$10.8K -200 -2%
EWM
1169
Empirical Wealth Management
Washington
$575K +$127K +2,345 +28%
RSS
1170
Rosenblum Silverman Sutton
California
$574K -$26.5K -490 -4%
WFA
1171
Wells Financial Advisors
Massachusetts
$572K -$36.4K -675 -6%
BAM
1172
Belpointe Asset Management
Nevada
$569K +$86.7K +1,605 +18%
HWM
1173
Hohimer Wealth Management
Washington
$569K +$98K +1,815 +21%
BFA
1174
Bragg Financial Advisors
North Carolina
$566K
RC
1175
Rinet Company
Massachusetts
$566K +$184K +3,415 +48%

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.