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iShares Core S&P Mid-Cap ETF

1,636 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 103 funds opening new positions, 700 increasing their positions, 591 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 103 | 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: 1,6161,636 (+20)

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
1,636
Holders Change
+20
Holders Change %
+1.24%
% of All Funds
28.48%
Holding in Top 10
287
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.71%
% of All Funds
5%
New
103
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
WAP
126
Wealthcare Advisory Partners
Pennsylvania
$49.8M -$3.9M -72,245 -7%
MWM
127
Modera Wealth Management
New Jersey
$49.7M -$124K -2,305 -0.2%
FIB
128
First Interstate Bank
Montana
$49.6M +$49.8M +922,625 New
COPPSERS
129
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$49.3M +$922K +17,080 +2%
CAM
130
Chandler Asset Management
California
$49M +$1.99M +36,900 +4%
KA
131
Klingman & Associates
New York
$47.9M +$1.94M +35,995 +4%
AA
132
ALPS Advisors
Colorado
$46.9M -$35.1K -650 -0.1%
CAL
133
Capital Analysts LLC
Pennsylvania
$46.7M -$1.82M -33,735 -4%
KAS
134
Kestra Advisory Services
Texas
$45.6M -$7.88M -146,005 -15%
FMII
135
Farmers & Merchants Investments Inc
Nebraska
$45.6M +$737K +13,655 +2%
SWP
136
Stratos Wealth Partners
Ohio
$44.4M +$1.82M +33,645 +4%
JFA
137
JNBA Financial Advisors
Minnesota
$44.2M +$323K +5,975 +0.7%
MA
138
MCF Advisors
Kentucky
$44M +$5.01M +92,710 +13%
BSB
139
Bangor Savings Bank
Maine
$43.7M -$932K -17,255 -2%
SWM
140
Spire Wealth Management
Virginia
$43.3M +$8.03M +148,785 +23%
TC
141
Telemus Capital
Michigan
$42.9M +$138K +2,555 +0.3%
Charles Schwab
142
Charles Schwab
California
$42.7M -$6.42M -118,870 -13%
FHA
143
First Horizon Advisors
Tennessee
$42.5M -$362K -6,700 -0.8%
Lazard Asset Management
144
Lazard Asset Management
New York
$42M -$2.13M -39,480 -5%
GIM
145
Goelzer Investment Management
Indiana
$41.7M -$1.35M -24,995 -3%
CAI
146
Capital Advisors Inc
Oklahoma
$41.5M +$2.77M +51,380 +7%
BOS
147
Bank of Stockton
California
$41.4M +$2.28M +42,255 +6%
WI
148
Wintrust Investments
Illinois
$41.4M -$568K -10,525 -1%
CFG
149
CKW Financial Group
Hawaii
$40.6M +$463K +8,570 +1%
HFS
150
HBC Financial Services
Washington
$40.6M +$63.4K +1,175 +0.1%

IJH Hedge Fund Activity: Q2 2021 in Review

1,636 of the 5,745 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: 103 funds opened new IJH positions and 60 closed out — a net gain of 43 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.

  • 1,636 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.
  • 103 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2021 and 60 closed out, a net change of +43 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.