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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
SIM
1501
Sonora Investment Management
Arizona
$156K
SC
1502
Steph & Co
Wisconsin
$153K -$4.86K -90 -3%
CI
1503
CX Institutional
Indiana
$152K -$56.7K -1,050 -27%
CI
1504
Cordant Inc
Oregon
$148K -$6.21K -115 -4%
PAI
1505
Pittenger & Anderson Inc
Nebraska
$148K
SL
1506
Savior LLC
Massachusetts
$146K
AssetMark Inc
1507
AssetMark Inc
California
$143K +$24.6K +455 +21%
Barclays
1508
Barclays
United Kingdom
$142K -$1.3M -24,045 -90%
RMC
1509
Resources Management Corp
Connecticut
$139K
FM
1510
Family Management
New York
$138K
Bank Julius Baer & Co
1511
Bank Julius Baer & Co
Switzerland
$137K -$9.01M -166,800 -98%
IWP
1512
IAG Wealth Partners
Wisconsin
$136K -$14K -260 -9%
BCV
1513
Banque Cantonale Vaudoise
Switzerland
$134K -$30K -555 -18%
AW
1514
Alaethes Wealth
Nevada
$133K +$134K +2,475 New
BDWM
1515
Brewin Dolphin Wealth Management
Ireland
$132K +$132K +2,450 New
EBSAM
1516
Eubel Brady & Suttman Asset Management
Ohio
$130K -$135K -2,495 -50%
SA
1517
SRH Advisors
Kansas
$130K
FPB
1518
First PREMIER Bank
South Dakota
$128K +$74.2K +1,375 +138%
SCA
1519
Stonebridge Capital Advisors
Minnesota
$126K +$67.2K +1,245 +110%
GI
1520
Gradient Investments
Minnesota
$125K
SMA
1521
Sage Mountain Advisors
Georgia
$125K +$84.2K +1,560 +204%
PMAS
1522
PNC Managed Account Solutions
Texas
$125K +$126K +2,330 New
WBC
1523
West Branch Capital
Massachusetts
$123K +$124K +2,290 New
LWP
1524
Lumature Wealth Partners
Georgia
$115K -$43.2K -800 -27%
BA
1525
Ballast Advisors
Minnesota
$115K

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.