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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 104 funds opening new positions, 700 increasing their positions, 591 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 104 | 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: 1,6161,637 (+21)

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
+21
Holders Change %
+1.3%
% 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
104
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
WAM
1351
WealthTrust Asset Management
Florida
$321K +$323K +5,980 New
PIA
1352
Perennial Investment Advisors
California
$320K
CFG
1353
Cooper Financial Group
California
$319K +$15.7K +290 +5%
DCM
1354
Donaldson Capital Management
Indiana
$319K +$101K +1,875 +46%
BBW
1355
Blue Barn Wealth
Utah
$319K +$320K +5,930 New
DWM
1356
Doyle Wealth Management
Florida
$318K +$1.35K +25 +0.4%
HNW
1357
High Note Wealth
Minnesota
$317K
WP
1358
WMS Partners
Maryland
$317K +$57K +1,055 +22%
ERIM
1359
Eagle Ridge Investment Management
Connecticut
$316K +$5.4K +100 +2%
AIM
1360
Axiom Investment Management
New York
$313K
EHPM
1361
Emery Howard Portfolio Management
California
$313K +$270 +5 +0.1%
PIA
1362
Pinion Investment Advisors
Kansas
$312K
APW
1363
Aurora Private Wealth
New Jersey
$311K -$10.5K -195 -3%
GAG
1364
GM Advisory Group
New York
$311K
AWA
1365
ARS Wealth Advisors
Florida
$309K -$81K -1,500 -21%
BRWM
1366
B. Riley Wealth Management
Tennessee
$309K
BSA
1367
Bull Street Advisors
Georgia
$309K
LSAG
1368
Lake Street Advisors Group
New Hampshire
$309K
NAMM
1369
NorthStar Asset Management (Massachusetts)
Massachusetts
$308K -$9.18K -170 -3%
CCT
1370
Capital City Trust
Florida
$306K
IRAG
1371
Investment Research & Advisory Group
Georgia
$306K +$24K +445 +8%
PCM
1372
Princeton Capital Management
New Jersey
$305K
SBL
1373
Sargent Bickham Lagudis
Colorado
$304K
SW
1374
SlateStone Wealth
Florida
$304K
FP
1375
Financial Perspectives
Minnesota
$304K -$79.5M -1,472,125 -100%

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: 104 funds opened new IJH positions and 60 closed out — a net gain of 44 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.

  • 1,637 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.
  • 104 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2021 and 60 closed out, a net change of +44 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.