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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
EC
1176
Estate Counselors
Wisconsin
$564K
ACP
1177
Aveo Capital Partners
Colorado
$559K -$96.9K -1,795 -15%
PCS
1178
Personal CFO Solutions
New Jersey
$559K +$28.9K +535 +5%
NG
1179
NWK Group
California
$557K +$8.91K +165 +2%
DLCIG
1180
D.L. Carlson Investment Group
New Hampshire
$556K -$163K -3,025 -23%
WPC
1181
Waters Parkerson & Co
Louisiana
$555K -$32.7K -605 -6%
TB
1182
Terril Brothers
Missouri
$551K
SB
1183
Strategic Blueprint
Georgia
$551K +$48.1K +890 +10%
EL
1184
EQ LLC
Washington
$550K
PL
1185
Plancorp LLC
Missouri
$549K +$58.3K +1,080 +12%
MSFS
1186
Main Street Financial Solutions
Pennsylvania
$546K +$11.6K +215 +2%
PAM
1187
Peak Asset Management
Colorado
$546K +$24.8K +460 +5%
FFN
1188
Focus Financial Network
Minnesota
$543K -$509K -9,420 -48%
JLBC
1189
J.L. Bainbridge & Co
Florida
$542K
BWP
1190
Baldwin Wealth Partners
Massachusetts
$541K
BS
1191
Boenning & Scattergood
Pennsylvania
$541K +$65.9K +1,220 +14%
DCM
1192
Dimension Capital Management
Florida
$540K
CP
1193
Capital Planning
Washington
$533K -$14.6K -270 -3%
RCM
1194
Radnor Capital Management
Pennsylvania
$533K
HWMA
1195
Heritage Wealth Management (Arizona)
Arizona
$532K -$121K -2,235 -18%
ATC
1196
Adirondack Trust Company
New York
$532K
FF
1197
FourThought Financial
Florida
$524K -$8.1K -150 -2%
WMA
1198
Wealth Management Associates
New Jersey
$522K
TW
1199
TrinityPoint Wealth
Connecticut
$519K -$64.8K -1,200 -11%
CT
1200
Columbia Trust
Oregon
$519K -$8.1K -150 -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.