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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
LC
1576
Lindbrook Capital
California
$40K +$40.5K +750 New
MCM
1577
Manchester Capital Management
Vermont
$38K -$10.3K -190 -21%
TFM
1578
TFC Financial Management
Massachusetts
$35K
ADL
1579
Asset Dedication LLC
California
$35K +$22.1K +410 +167%
RCM
1580
Rain Capital Management
Oregon
$34K +$270 +5 +0.8%
LPWM
1581
Lake Point Wealth Management
Texas
$34K +$34K +630 New
BAM
1582
Baldrige Asset Management
Pennsylvania
$33K +$33.5K +620 New
ME
1583
McIlrath & Eck
Washington
$31K -$2.97K -55 -9%
CICI
1584
Capital Investment Counsel Inc
North Carolina
$31K
JAWM
1585
J. Arnold Wealth Management
Ohio
$31K
ST
1586
Sageworth Trust
Pennsylvania
$31K
PWA
1587
Phoenix Wealth Advisors
North Carolina
$30K
RPCA
1588
Running Point Capital Advisors
California
$30K
HR
1589
Howe & Rusling
New York
$28K
GCM
1590
Gables Capital Management
Florida
$27K
RE
1591
RBC Europe
United Kingdom
$24.5K
CCMW
1592
Cypress Capital Management (Wyoming)
Wyoming
$24K
GA
1593
GoalVest Advisory
New York
$24K +$24.3K +450 New
EW
1594
Emerson Wealth
Michigan
$22K
MSFP
1595
Mark Sheptoff Financial Planning
Connecticut
$21K
FWM
1596
Filbrandt Wealth Management
Wisconsin
$20K
CTB
1597
Country Trust Bank
Illinois
$20K +$9.72K +180 +90%
TCM
1598
Tradewinds Capital Management
Washington
$19K -$34.3K -635 -64%
IRC
1599
Investors Research Corp
Georgia
$19K +$17.3K +320 +1,067%
FCMT
1600
Founders Capital Management (Texas)
Texas
$18K -$1.35K -25 -7%

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.