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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
Qube Research & Technologies (QRT)
1651
Qube Research & Technologies (QRT)
United Kingdom
-$1.07M -20,600 Closed
TI
1652
tru Independence
Oregon
-$1.05M -20,260 Closed
CAM
1653
Congress Asset Management
Massachusetts
-$604K -11,605 Closed
FA
1654
FMA Advisory
Pennsylvania
-$600K -11,530 Closed
UFA
1655
US Financial Advisors
Massachusetts
-$594K -11,410 Closed
VCM
1656
Virtue Capital Management
Tennessee
-$506K -9,720 Closed
Simplex Trading
1657
Simplex Trading
Illinois
-$505K -9,705 Closed
RC
1658
Rovin Capital
Arizona
-$480K -9,220 Closed
TI
1659
Trexquant Investment
Connecticut
-$451K -8,665 Closed
IFWM
1660
Institute for Wealth Management
Colorado
-$446K -8,560 Closed
IIA
1661
IPG Investment Advisors
California
-$379K -7,285 Closed
FNB
1662
Farmers National Bank
Kentucky
-$364K -6,995 Closed
PCM
1663
Prelude Capital Management
New York
-$327K -6,285 Closed
TCM
1664
Teza Capital Management
Illinois
-$327K -6,285 Closed
JFS
1665
JD Financial Services
Pennsylvania
-$326K -6,260 Closed
CWMU
1666
Caliber Wealth Management (Utah)
Utah
-$302K -5,810 Closed
WIA
1667
Wealthstreet Investment Advisors
Texas
-$302K -5,800 Closed
AWM
1668
Aberdeen Wealth Management
Illinois
-$298K -5,725 Closed
Fisher Asset Management
1669
Fisher Asset Management
Washington
-$272K -5,225 Closed
PVH
1670
Psagot Value Holdings
Israel
-$264K -5,075 Closed
BAAM
1671
Baker Avenue Asset Management
California
-$262K -5,040 Closed
LCWP
1672
Legacy Capital Wealth Partners
Arkansas
-$248K -4,755 Closed
MPI
1673
Mairs & Power Inc
Minnesota
-$234K -4,500 Closed
FCH
1674
Freestone Capital Holdings
Washington
-$228K -4,385 Closed
SFG
1675
SNS Financial Group
Minnesota
-$228K -4,385 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.