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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
AW
1551
Avion Wealth
Texas
$77K +$540 +10 +0.7%
NFSG
1552
Newbridge Financial Services Group
Florida
$75K -$22.4K -415 -23%
EBA
1553
Eagle Bay Advisors
New York
$75K +$75.3K +1,395 New
AP
1554
Atwood & Palmer
Missouri
$73K
SN
1555
Sittner & Nelson
Oregon
$73K
PSB
1556
Piscataqua Savings Bank
New Hampshire
$71K
RBC
1557
Roble Belko & Company
Pennsylvania
$71K
MWA
1558
Moser Wealth Advisors
Washington
$69K
BCM
1559
Blume Capital Management
California
$68K +$68.3K +1,265 New
AWM
1560
Accel Wealth Management
Iowa
$67K
RFA
1561
Reilly Financial Advisors
California
$65K
FA
1562
Faithward Advisors
Pennsylvania
$60K
LB
1563
Legacy Bridge
Iowa
$54K
PP
1564
PrairieView Partners
Minnesota
$52K -$11.1K -205 -17%
FFC
1565
First Financial Corp
Indiana
$52K -$10.8K -200 -17%
DAM
1566
Delta Asset Management
Tennessee
$51K -$15.4K -285 -23%
IBOK
1567
Independence Bank of Kentucky
Kentucky
$51K +$3.24K +60 +7%
LFG
1568
Larson Financial Group
Missouri
$49K +$27.5K +510 +124%
SWA
1569
Sutton Wealth Advisors
Florida
$45.1K +$540 +10 +1%
PWM
1570
Prentice Wealth Management
New York
$44K
LAS
1571
Lloyd Advisory Services
Georgia
$44K +$810 +15 +2%
CCM
1572
Cribstone Capital Management
Maine
$42K -$5.4K -100 -11%
BAM
1573
Bellevue Asset Management
Washington
$40K
KFO
1574
Kopp Family Office
Minnesota
$40K
FMTCOCP
1575
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$40K +$40.5K +750 New

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.