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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
BWM
1276
BCGM Wealth Management
Indiana
$420K
LAIC
1277
Lederer & Associates Investment Counsel
California
$417K
KAH
1278
Kathryn A. Hall
$414K
APWA
1279
Atlas Private Wealth Advisors
New Jersey
$411K +$47.8K +885 +13%
GWA
1280
GGM Wealth Advisors
Maryland
$410K +$17.8K +330 +4%
PFBT
1281
Parkside Financial Bank & Trust
Missouri
$409K -$92.1K -1,705 -18%
EWM
1282
Executive Wealth Management
Michigan
$409K +$1.62K +30 +0.4%
HFS
1283
Haverford Financial Services
Pennsylvania
$407K
MC
1284
Martin & Co
Tennessee
$404K -$29.7K -550 -7%
ICM
1285
IMS Capital Management
Oregon
$404K +$405K +7,510 New
SVCP
1286
Silicon Valley Capital Partners
California
$404K +$406K +7,525 New
HCM
1287
Hollencrest Capital Management
California
$402K
ICP
1288
Interchange Capital Partners
Pennsylvania
$400K -$547K -10,135 -58%
IWA
1289
Intercontinental Wealth Advisors
Texas
$400K
KF
1290
Krilogy Financial
Missouri
$399K +$133K +2,455 +49%
BBA
1291
BLB&B Advisors
Pennsylvania
$397K
BWM
1292
BCS Wealth Management
Tennessee
$397K +$3.51K +65 +0.9%
AWS
1293
AJ Wealth Strategies
New York
$389K
JPMIA
1294
J.P. Marvel Investment Advisors
Massachusetts
$386K
WPP
1295
Whalerock Point Partners
Rhode Island
$385K
LWCFA
1296
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$383K +$26.2K +485 +7%
IC
1297
Innealta Capital
Texas
$381K -$28.6K -530 -7%
AWM
1298
Affinity Wealth Management
Delaware
$379K +$32.9K +610 +9%
ACM
1299
Allred Capital Management
Texas
$378K -$45.1K -835 -11%
BFG
1300
Berger Financial Group
Minnesota
$378K +$75K +1,390 +25%

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.