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iShares Core S&P Mid-Cap ETF

1,636 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, 591 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: 591

13.67% more ownership

Funds ownership: 362.45%376.12% (+14%)

1% more funds holding

Funds holding: 1,6161,636 (+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
1,636
Holders Change
+20
Holders Change %
+1.24%
% of All Funds
28.48%
Holding in Top 10
287
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.71%
% of All Funds
5%
New
103
Increased
700
Reduced
591
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
OAM
101
Oppenheimer Asset Management
New York
$61M +$2.22M +41,090 +4%
CCFCSB
102
Cape Cod Five Cents Savings Bank
Massachusetts
$61M -$857K -15,880 -1%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$59.9M +$1.25M +23,095 +2%
PAG
104
Private Advisor Group
New Jersey
$59.9M -$1.34M -24,755 -2%
LFS
105
Lutz Financial Services
Nebraska
$58.8M +$1.71M +31,695 +3%
CWM
106
Connecticut Wealth Management
Connecticut
$58M +$58.3M +1,079,265 New
PA
107
Planning Alternatives
Michigan
$58M +$2.94M +54,465 +5%
SIA
108
Soltis Investment Advisors
Utah
$57.8M +$3.47M +64,265 +6%
SPIA
109
Steward Partners Investment Advisory
New York
$57.6M -$2.88M -53,375 -5%
FWM
110
FFT Wealth Management
Pennsylvania
$56.9M -$1.05M -19,475 -2%
M&T Bank
111
M&T Bank
New York
$56.3M -$655K -12,130 -1%
CWM
112
Cahaba Wealth Management
Georgia
$55.7M -$3.53M -65,350 -6%
SOMRS
113
State of Michigan Retirement System
Michigan
$55M +$1.81M +33,550 +3%
VFA
114
Voya Financial Advisors
Connecticut
$54.6M +$5.14M +95,200 +10%
Bank of Nova Scotia
115
Bank of Nova Scotia
Ontario, Canada
$54.4M -$1.77M -32,765 -3%
TFO
116
Tarbox Family Office
California
$54.2M -$402K -7,445 -0.7%
DWM
117
Destination Wealth Management
California
$52.7M -$860K -15,925 -2%
Treasurer of the State of North Carolina
118
Treasurer of the State of North Carolina
North Carolina
$52.6M +$51.8M +959,945 +5,063%
BP
119
Ballentine Partners
Massachusetts
$52.5M -$284K -5,265 -0.5%
AWA
120
Alaska Wealth Advisors
Alaska
$52.4M -$629K -11,655 -1%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$50.8M +$601K +11,135 +1%
FHB
122
First Hawaiian Bank
Hawaii
$50.8M +$451K +8,350 +0.9%
HSBC Holdings
123
HSBC Holdings
United Kingdom
$50.3M -$833K -15,430 -2%
CCWA
124
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$50M -$88.3K -1,635 -0.2%
CPO
125
Cerity Partners OCIO
New York
$49.8M +$1.01M +18,760 +2%

IJH Hedge Fund Activity: Q2 2021 in Review

1,636 of the 5,745 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 591 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.

  • 1,636 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2021, up from 1,616 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.