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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
ADBIC
1376
A.D. Beadell Investment Counsel
Wisconsin
$303K +$305K +5,640 New
SW
1377
SkyOak Wealth
Michigan
$302K
GKWIM
1378
Gerber Kawasaki Wealth & Investment Management
California
$301K +$44K +815 +17%
ACA
1379
Atlas Capital Advisors
Wyoming
$300K +$302K +5,590 New
AWA
1380
Arete Wealth Advisors
Illinois
$300K +$303K +5,610 +7%
MAG
1381
MRA Advisory Group
New Jersey
$299K -$18.9K -350 -6%
BHTS
1382
Bar Harbor Trust Services
Maine
$299K
ANBT
1383
American National Bank & Trust
Texas
$296K
LWP
1384
Legacy Wealth Planning
Nevada
$295K -$27K -500 -8%
CPA
1385
Capital Planning Advisors
California
$292K
SCM
1386
Schnieders Capital Management
California
$292K
KFP
1387
KMG Fiduciary Partners
Ohio
$290K -$23.2K -430 -7%
GA
1388
Geller Advisors
New York
$290K
FAM
1389
Formidable Asset Management
Ohio
$290K +$301K +5,570 New
MWM
1390
Minot Wealth Management
Massachusetts
$289K +$270 +5 +0.1%
CDIA
1391
Capital Directions Investment Advisors
Georgia
$289K +$290K +5,380 New
CIC
1392
Cutler Investment Counsel
Oregon
$287K
PG
1393
Proffitt & Goodson
Tennessee
$287K
MCM
1394
Mattern Capital Management
Colorado
$287K +$289K +5,345 New
ACA
1395
Affinity Capital Advisors
California
$286K -$11.3K -210 -4%
FM
1396
Foster & Motley
Ohio
$286K +$287K +5,320 New
CPSAC
1397
Chas P. Smith & Associates (CPS)
Florida
$285K -$6.75K -125 -2%
B
1398
Bellecapital
Switzerland
$282K
CDH
1399
Charles D. Hyman
$282K
TLFA
1400
True Link Financial Advisors
California
$281K -$154K -2,855 -35%

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.