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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
CB
1626
CNB Bank
Pennsylvania
$4K +$4.05K +75 New
BBHC
1627
Brown Brothers Harriman & Co
New York
$3.87K +$19.2K +355 +0.5%
MA
1628
MBA Advisors
Pennsylvania
$2.07K -$27K -500 -1%
WLPWM
1629
Walled Lake Planning & Wealth Management
Illinois
$2K
PC
1630
Permanens Capital
New York
$2K +$1.62K +30 New
FIG
1631
FundX Investment Group
California
$1.12K +$692K +12,810 +271%
PWM
1632
Provident Wealth Management
Tennessee
$1K -$540 -10 -50%
VCM
1633
Versant Capital Management
Arizona
$1K
WB
1634
Webster Bank
Connecticut
$1K
ACB
1635
Aristotle Capital Boston
Massachusetts
$1K +$810 +15 New
HCP
1636
Hexagon Capital Partners
Arkansas
$1K +$1.08K +20 New
H
1637
HoyleCohen
California
$396 -$1.35K -25 -0.3%
WIM
1638
Westside Investment Management
California
$31
CCMG
1639
Clark Capital Management Group
Pennsylvania
-$119M -2,293,120 Closed
HF
1640
HRT Financial
New York
-$35.7M -685,145 Closed
MSA
1641
Marino Stram & Associates
Massachusetts
-$12.3M -237,015 Closed
JF
1642
Jump Financial
Illinois
-$7.39M -142,025 Closed
FC
1643
Ferris Capital
Massachusetts
-$7.14M -137,125 Closed
CC
1644
Cedar Capital
Illinois
-$5.37M -103,175 Closed
TVAMP
1645
Tennessee Valley Asset Management Partners
Tennessee
-$4.96M -95,280 Closed
PWAG
1646
Polaris Wealth Advisory Group
California
-$3.9M -73,190 Closed
WA
1647
Wilshire Advisors
California
-$2.98M -57,195 Closed
CWA
1648
Centennial Wealth Advisory
Michigan
-$1.93M -37,005 Closed
QT
1649
Quantbot Technologies
New York
-$1.49M -28,545 Closed
DDC
1650
DF Dent & Co
Maryland
-$1.08M -20,705 Closed

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.