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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
FFA
1301
Freedman Financial Associates
Massachusetts
$376K +$8.64K +160 +2%
AIP
1302
ARS Investment Partners
New York
$376K +$378K +7,000 New
LOPW
1303
Live Oak Private Wealth
North Carolina
$375K +$377K +6,975 New
GIA
1304
Goodwin Investment Advisory
Georgia
$374K -$52.4K -970 -12%
MMA
1305
Miracle Mile Advisors
California
$373K -$42.9K -795 -10%
ASBI
1306
American State Bank (Iowa)
Iowa
$372K +$7.56K +140 +2%
SFP
1307
Shepherd Financial Partners
Massachusetts
$365K -$27.5K -510 -7%
VCAM
1308
Van Cleef Asset Management
Ohio
$365K
4WM
1309
4J Wealth Management
Virginia
$364K -$8.1K -150 -2%
PCM
1310
Palisade Capital Management
New Jersey
$362K -$16.7K -310 -4%
GSEP
1311
Golden State Equity Partners
California
$362K +$363K +6,730 New
SBIA
1312
Sheaff Brock Investment Advisors
Indiana
$361K
AWA
1313
Alta Wealth Advisors
Massachusetts
$361K +$1.62K +30 +0.4%
CAMG
1314
CWA Asset Management Group
Florida
$360K +$358K +6,640 New
EA
1315
Elm Advisors
California
$359K +$30K +555 +9%
JC
1316
Jentner Corp
Ohio
$359K +$42.4K +785 +13%
GWM
1317
Greenhouse Wealth Management
Connecticut
$358K -$5.94K -110 -2%
MTC
1318
McDaniel Terry & Co
Texas
$356K
BWP
1319
Bernardo Wealth Planning
Pennsylvania
$352K
SWM
1320
Sugarloaf Wealth Management
Georgia
$350K -$5.14M -95,185 -94%
ACI
1321
Alpha Cubed Investments
California
$350K -$2.97K -55 -0.8%
GCA
1322
Gradient Capital Advisors
California
$350K
PCA
1323
Pallas Capital Advisors
Massachusetts
$350K +$69.6K +1,290 +25%
CCA
1324
Column Capital Advisors
Indiana
$349K +$5.13K +95 +1%
CCFM
1325
Clear Creek Financial Management
Washington
$349K +$351K +6,500 New

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.