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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
LCM
1601
Logan Capital Management
Pennsylvania
$18K +$17.8K +330 New
MWM
1602
MTC Wealth Management
Florida
$16.4K -$2.61M -48,325 -14%
CFN
1603
Cordasco Financial Network
Florida
$15K
SIS
1604
Sound Income Strategies
Florida
$15K +$2.43K +45 +20%
LJHT
1605
Laurie J. Hall Trustee
$13K -$13.5K -250 -50%
VNA
1606
Valley National Advisers
Pennsylvania
$13K +$13.2K +245 New
CPWM
1607
Cypress Point Wealth Management
Texas
$12K
SAI
1608
Systematic Alpha Investments
New Jersey
$11K
BL
1609
Balentine LLC
Georgia
$11K +$270 +5 +3%
LDFR
1610
Lehman & Derafelo Financial Resources
Pennsylvania
$10K
TWP
1611
TFO Wealth Partners
Ohio
$10K
TCWA
1612
Ten Capital Wealth Advisors
Washington
$9K
SFPG
1613
Stonebridge Financial Planning Group
Florida
$8K -$14.6K -270 -64%
PA
1614
Perennial Advisors
New York
$8K
TWA
1615
TCI Wealth Advisors
Arizona
$8K
CP
1616
Corbenic Partners
Pennsylvania
$7K
TFA
1617
Toth Financial Advisory
Virginia
$7K
CP
1618
Castleview Partners
Texas
$7K +$7.29K +135 New
CCP
1619
Clarkston Capital Partners
Michigan
$7K +$7.29K +135 New
HFA
1620
HC Financial Advisors
California
$5K -$9.99K -185 -66%
MA
1621
Modus Advisors
Minnesota
$5K +$4.86K +90 New
ED
1622
Exane Derivatives
France
$4.53K
TAM
1623
Tucker Asset Management
Colorado
$4.03K -$13.5K -250 -77%
LWA
1624
Lowe Wealth Advisors
Maryland
$4K
TVWM
1625
Tower View Wealth Management
Wisconsin
$4K

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.