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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
MA
1426
MONECO Advisors
Connecticut
$253K -$270 -5 -0.1%
IC
1427
Inverness Counsel
New York
$253K
PCTC
1428
Perkins Coie Trust Company
Washington
$253K
CCM
1429
Crabel Capital Management
California
$253K +$254K +4,700 New
HBT
1430
Hills Bank & Trust
Iowa
$250K
MPW
1431
Monterey Private Wealth
California
$250K
NB
1432
Nicolet Bankshares
Wisconsin
$250K
PWM
1433
Paulson Wealth Management
Illinois
$249K
SC
1434
SouthState Corp
Florida
$248K -$60.5K -1,120 -20%
AMC
1435
Asset Management Corp
Illinois
$248K -$15.1K -280 -6%
DJSG
1436
D.J. St. Germain
Massachusetts
$248K -$9.45K -175 -4%
PFG
1437
PAX Financial Group
Texas
$247K +$2.97K +55 +1%
RW
1438
REDW Wealth
New Mexico
$246K -$76.9K -1,425 -24%
GIP
1439
Granite Investment Partners
California
$245K
SNB
1440
Security National Bank
Nebraska
$245K
MAP
1441
Moody Aldrich Partners
Massachusetts
$243K
RBFC
1442
Roman Butler Fullerton & Co
Missouri
$243K +$270 +5 +0.1%
EWA
1443
Evolution Wealth Advisors
Florida
$241K
WAM
1444
WNY Asset Management
New York
$239K -$26.7K -495 -10%
WG
1445
Welch Group
Alabama
$239K -$8.91K -165 -4%
LJAC
1446
L.J. Altfest & Co
New York
$238K +$1.35K +25 +0.6%
PAM
1447
Premier Asset Management
Illinois
$236K
SCA
1448
St. Clair Advisors
Ohio
$235K
TSW
1449
Thompson Siegel & Walmsley
Virginia
$235K -$24.3K -450 -9%
VBFG
1450
Vishria Bird Financial Group
Tennessee
$234K

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.