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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
KFI
1401
Key Financial Inc
Pennsylvania
$280K -$32.1K -595 -10%
NP
1402
NorthRock Partners
Minnesota
$278K -$28.9K -535 -9%
DBIA
1403
Dumont & Blake Investment Advisors
New Jersey
$278K
TC
1404
Trust Company
Kansas
$275K
PD
1405
Planning Directions
Pennsylvania
$274K -$7.29K -135 -3%
AA
1406
Aufman Associates
Pennsylvania
$274K
AL
1407
Aspiriant LLC
California
$273K
LC
1408
Lavaca Capital
Texas
$273K +$10.8K +200 +4%
AS
1409
Altshuler Shaham
Israel
$273K +$274K +5,075 New
PIA
1410
Powell Investment Advisors
Florida
$272K -$3.24K -60 -1%
Citadel Advisors
1411
Citadel Advisors
Florida
$271K +$43.7K +810 +19%
NAMP
1412
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$270K
SSC
1413
Syverson Strege & Co
Iowa
$270K
CBT
1414
Capital Bank & Trust
California
$267K -$682K -12,630 -72%
CPIA
1415
Cornell Pochily Investment Advisors
New York
$266K +$16.2K +300 +6%
CIS
1416
Connors Investor Services
Pennsylvania
$266K +$267K +4,950 New
SMG
1417
Spectrum Management Group
Indiana
$260K -$206K -3,815 -44%
SFG
1418
Sowa Financial Group
Rhode Island
$260K +$262K +4,845 New
CWS
1419
Cypress Wealth Services
California
$259K -$598K -11,075 -70%
MM
1420
Main Management
California
$259K
HCM
1421
Hall Capital Management
Rhode Island
$259K +$260K +4,815 New
EP
1422
EPIQ Partners
Minnesota
$257K +$258K +4,785 New
TYCC
1423
Texas Yale Capital Corp
Florida
$255K
ODCM
1424
Old Dominion Capital Management
Virginia
$254K
KP
1425
Keel Point
Alabama
$254K +$35.6K +660 +16%

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.