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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
DCM
1526
Disciplina Capital Management
Tennessee
$114K
AAP
1527
Arax Advisory Partners
Colorado
$109K +$109K +2,020 New
BCM
1528
Bourgeon Capital Management
Connecticut
$107K
KFP
1529
KB Financial Partners
New Jersey
$107K
CMBA
1530
C.M. Bidwell & Associates
Hawaii
$106K
BWM
1531
Baystate Wealth Management
Massachusetts
$106K +$36.2K +670 +52%
HWM
1532
Holloway Wealth Management
Florida
$105K
ACA
1533
Aptus Capital Advisors
Alabama
$104K +$81K +1,500 +341%
FWM
1534
Focused Wealth Management
New York
$103K +$9.72K +180 +10%
CYG
1535
Clean Yield Group
Vermont
$102K +$103K +1,900 New
Vontobel Holding
1536
Vontobel Holding
Switzerland
$102K +$103K +1,900 New
PWMG
1537
Prestige Wealth Management Group
New Jersey
$101K -$20.2K -375 -17%
CW
1538
Cabot-Wellington
Massachusetts
$101K
BCP
1539
Blue Chip Partners
Michigan
$101K +$102K +1,880 New
MRCM
1540
M&R Capital Management
New Jersey
$100K
AWM
1541
AllSquare Wealth Management
New York
$97K
RAM
1542
Riggs Asset Management
Pennsylvania
$97K
KC
1543
Knuff & Co
California
$96K
HIM
1544
HawsGoodwin Investment Management
Tennessee
$90K
HFA
1545
Hoover Financial Advisors
Pennsylvania
$90K +$1.08K +20 +1%
EAM
1546
Eukles Asset Management
Ohio
$85K +$2.43K +45 +3%
WOC
1547
West Oak Capital
California
$84K -$5.4K -100 -6%
CWA
1548
Clearview Wealth Advisors
Oregon
$84K
First Manhattan
1549
First Manhattan
New York
$81K
RWML
1550
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$80.6K +$81K +1,500 New

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.