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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
PTC
1326
Philadelphia Trust Company
Pennsylvania
$348K
CA
1327
CapWealth Advisors
Tennessee
$340K
HA
1328
Harborview Advisors
Maine
$340K
STC
1329
Sarah T. Connolly
$340K +$341K +6,325 New
BCP
1330
Berkeley Capital Partners
Georgia
$338K +$1.35K +25 +0.4%
BST
1331
Bath Savings Trust
Maine
$337K -$24.3K -450 -7%
AIC
1332
Archer Investment Corporation
Indiana
$336K
SIA
1333
SkyView Investment Advisors
New Jersey
$333K
COF
1334
Capital One Financial
Virginia
$332K
BFA
1335
Bluestem Financial Advisors
Illinois
$331K -$223K -4,125 -40%
GCA
1336
Greenwood Capital Associates
South Carolina
$330K
AFG
1337
Allegheny Financial Group
Pennsylvania
$329K -$38.9K -720 -11%
MFP
1338
Meridian Financial Partners
Virginia
$328K
KC
1339
Kingfisher Capital
North Carolina
$328K +$810 +15 +0.2%
RWM
1340
Ritholtz Wealth Management
New York
$328K +$7.83K +145 +2%
EWP
1341
Engrave Wealth Partners
Texas
$328K +$15.4K +285 +5%
FRA
1342
Frank Rimerman Advisors
California
$327K
NHC
1343
Nicholas Hoffman & Company
Georgia
$327K -$6.48K -120 -2%
MFW
1344
Mosaic Family Wealth
Missouri
$326K +$58K +1,075 +22%
EFSCE
1345
Enterprise Financial Services Corp (EFSC)
Missouri
$325K -$5.13K -95 -2%
MWM
1346
McNaughton Wealth Management
California
$324K
Toronto Dominion Bank
1347
Toronto Dominion Bank
Ontario, Canada
$322K
TFGT
1348
TS Financial Group (TSFG)
Illinois
$321K +$270 +5 +0.1%
AL
1349
ADE LLC
Maryland
$321K +$15.4K +285 +5%
LBD
1350
Landsberg Bennett & Dubbaneh
Florida
$321K +$30.5K +565 +10%

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.