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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
MWM
1201
Maltin Wealth Management
New Jersey
$519K +$109K +2,010 +26%
EP
1202
Edgestream Partners
New Jersey
$519K +$521K +9,650 New
RPSA
1203
Richard P. Slaughter Associates
Texas
$517K -$4.05K -75 -0.8%
NCM
1204
Noesis Capital Mangement
Florida
$517K +$59.4K +1,100 +12%
1WA
1205
180 Wealth Advisors
Washington
$516K -$28.3K -525 -5%
OCM
1206
One Capital Management
California
$515K +$53.2K +985 +11%
FLI
1207
Family Legacy Inc
South Carolina
$511K +$22.9K +425 +5%
DI
1208
DAGCO Inc
Ohio
$509K -$6.75K -125 -1%
MCM
1209
Murphy Capital Management
New Jersey
$509K +$512K +9,480 New
EWM
1210
Echo Wealth Management
Minnesota
$508K -$88.8K -1,645 -15%
AFP
1211
Ausdal Financial Partners
Iowa
$508K +$69.9K +1,295 +16%
BAM
1212
Barrett Asset Management
New York
$504K
SAM
1213
SP Asset Management
California
$504K +$810 +15 +0.2%
ClearBridge Investments
1214
ClearBridge Investments
New York
$502K
AA
1215
Ashford Advisors
New York
$500K
FBC
1216
Fairfield, Bush & Co
Connecticut
$500K +$255K +4,725 +100%
CWM
1217
Concentric Wealth Management
California
$495K
GWM
1218
Greenwich Wealth Management
Connecticut
$494K +$497K +9,200 New
DTC
1219
Davidson Trust Company
Washington
$492K
LDB
1220
Lee, Danner & Bass
Tennessee
$491K
DP
1221
Dearborn Partners
Illinois
$491K +$540 +10 +0.1%
IDA
1222
Intelligence Driven Advisers
California
$491K +$14.3K +265 +3%
SEP
1223
Southland Equity Partners
Missouri
$490K -$34K -630 -6%
GIA
1224
Guyasuta Investment Advisors
Pennsylvania
$488K
IAS
1225
IMA Advisory Services
Colorado
$483K -$5.67K -105 -1%

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.