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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
SAM
1251
Summit Asset Management
Tennessee
$450K
M
1252
MOTCO
Texas
$447K +$10.3K +190 +2%
SAM
1253
Strategy Asset Managers
California
$445K +$810 +15 +0.2%
GLA
1254
Great Lakes Advisors
Illinois
$444K -$91K -1,685 -17%
LCM
1255
LVM Capital Management
Michigan
$444K -$27.5K -510 -6%
RRCM
1256
Rappaport Reiches Capital Management
Illinois
$443K +$445K +8,245 New
PGIM
1257
Pacific Global Investment Management
California
$443K
BO
1258
Bank OZK
Arkansas
$442K -$88.8K -1,645 -17%
GWM
1259
Gray Wealth Management
Maine
$440K +$540 +10 +0.1%
JPG
1260
Jordan Park Group
California
$438K
RFWA
1261
RPg Family Wealth Advisory
Massachusetts
$438K +$440K +8,145 New
AFAS
1262
Acorn Financial Advisory Services
Virginia
$437K -$3.51K -65 -0.8%
TCMP
1263
Thrive Capital Management (Pennsylvania)
Pennsylvania
$435K -$221K -4,085 -34%
AFC
1264
Adaptive Financial Consulting
Ohio
$433K +$540 +10 +0.1%
B
1265
Brightworth
Georgia
$433K +$180K +3,330 +70%
LIA
1266
LS Investment Advisors
Michigan
$432K
WCFA
1267
Walkner Condon Financial Advisors
Wisconsin
$432K +$41.8K +775 +11%
GEA
1268
Glen Eagle Advisors
New Jersey
$431K +$35.4K +655 +9%
FWSM
1269
First Wilshire Securities Management
California
$430K
AGA
1270
Arkos Global Advisors
Texas
$430K +$1.35K +25 +0.3%
CCP
1271
Cardan Capital Partners
Colorado
$430K +$35.4K +655 +9%
GDP
1272
Great Diamond Partners
Maine
$430K +$96.6K +1,790 +29%
DSAM
1273
Dock Street Asset Management
Florida
$429K -$38.1K -705 -8%
MIAS
1274
Mason Investment Advisory Services
Virginia
$426K -$9.72K -180 -2%
FCFC
1275
First Citizens Financial Corp
Iowa
$421K -$62.1K -1,150 -13%

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.