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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
DE
1476
Day & Ennis
Georgia
$211K -$13K -240 -6%
FIA
1477
Foundations Investment Advisors
Arizona
$211K +$211K +3,905 New
VCM
1478
Vigilant Capital Management
Maine
$210K +$9.18K +170 +5%
ODIJL
1479
One Day In July LLC
Vermont
$210K +$211K +3,910 New
MAM
1480
McLean Asset Management
Virginia
$209K
AA
1481
Addison Advisors
Vermont
$209K +$210K +3,885 New
SB
1482
Sunflower Bank
Texas
$208K
RRA
1483
Round Rock Advisors
Connecticut
$207K -$1.08K -20 -0.5%
MWM
1484
Madison Wealth Management
Ohio
$203K +$204K +3,780 New
DA
1485
Detalus Advisors
Missouri
$202K +$202K +3,750 New
LWM
1486
Liberty Wealth Management
California
$198K +$31.3K +580 +19%
FRA
1487
Front Row Advisors
California
$195K +$29.7K +550 +18%
WWMSC
1488
Wagner Wealth Management (South Carolina)
South Carolina
$194K
PSIWM
1489
Paradigm Strategies in Wealth Management
Minnesota
$192K +$810 +15 +0.4%
TWM
1490
Tradition Wealth Management
Minnesota
$190K +$270 +5 +0.1%
MIM
1491
MTM Investment Management
South Carolina
$186K -$18.1K -335 -9%
JCM
1492
Jacobi Capital Management
Pennsylvania
$184K -$1.35K -25 -0.7%
JWM
1493
Janiczek Wealth Management
Colorado
$181K
GWSG
1494
GPS Wealth Strategies Group
Colorado
$178K +$2.43K +45 +1%
WCAMG
1495
Woodard & Company Asset Management Group
North Carolina
$173K
MHR
1496
Matthew Hamilton Rosenberg
$161K
BFA
1497
Brendel Financial Advisors
New Hampshire
$161K +$162K +3,000 New
KLWA
1498
Kelly Lawrence W & Associates
California
$161K +$162K +3,000 New
TCM
1499
TD Capital Management
Tennessee
$158K +$270 +5 +0.2%
JHCP
1500
Jackson Hole Capital Partners
Oklahoma
$158K +$28.9K +535 +22%

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.