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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
VC
1451
Veracity Capital
Georgia
$233K -$229K -4,250 -49%
CIP
1452
Capital Insight Partners
Arizona
$229K
EP
1453
Eudaimonia Partners
Tennessee
$229K +$7.56K +140 +3%
VWA
1454
Visionary Wealth Advisors
Illinois
$226K +$3.78K +70 +2%
OMC
1455
Old Mission Capital
Illinois
$226K +$227K +4,200 New
RPG
1456
Resource Planning Group
Georgia
$226K +$227K +4,210 New
SC
1457
Stolper & Co
Oklahoma
$223K -$3.51K -65 -2%
CAM
1458
Covenant Asset Management
New Jersey
$223K
PO
1459
Private Ocean
California
$222K -$28.1K -520 -11%
PIFP
1460
Partners in Financial Planning
Virginia
$222K +$223K +4,125 New
MFA
1461
McClarren Financial Advisors
Pennsylvania
$221K +$36.2K +670 +19%
GC
1462
Gibson Capital
Pennsylvania
$220K
PLFAM
1463
Pineno Levin & Ford Asset Management
Virginia
$220K
AWM
1464
Aprio Wealth Management
Georgia
$220K +$221K +4,100 New
Betterment LLC
1465
Betterment LLC
New York
$220K +$221K +4,100 New
ZIG
1466
Zuckerman Investment Group
Illinois
$219K
DMC
1467
Drexel Morgan & Co
Pennsylvania
$218K
FDS
1468
Freedom Day Solutions
Texas
$218K +$1.62K +30 +0.7%
MGIA
1469
Matthew Goff Investment Advisor
Texas
$217K
FUBT
1470
First United Bank & Trust
Maryland
$217K +$218K +4,035 New
PWM
1471
Praetorian Wealth Management
California
$215K -$54K -1,000 -20%
CCM
1472
Chilton Capital Management
Texas
$215K
PGAM
1473
Princeton Global Asset Management
New Jersey
$215K
FNBTCON
1474
First National Bank & Trust Co of Newtown
Pennsylvania
$214K
GG
1475
GenWealth Group
New Jersey
$213K -$9.72K -180 -4%

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.