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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
GCM
1676
Gibraltar Capital Management
Oklahoma
-$220K -4,160 Closed
CBTWT
1677
Community Bank & Trust (Waco, Texas)
Texas
-$202K -3,880 Closed
AWG
1678
Altus Wealth Group
Colorado
-$162K -2,975 Closed
APWM
1679
Atlas Private Wealth Management
New York
-$143K -2,750 Closed
RWG
1680
Regal Wealth Group
California
-$127K -2,445 Closed
MWP
1681
Meridian Wealth Partners
Pennsylvania
-$116K -2,225 Closed
FA
1682
Financial Advantage
Maryland
-$115K -2,220 Closed
TCWM
1683
Total Clarity Wealth Management
Illinois
-$102K -1,950 Closed
4FG
1684
4Thought Financial Group
New York
-$72K -1,385 Closed
SFMG
1685
Sage Financial Management Group
Virginia
-$56K -1,070 Closed
MF
1686
Manchester Financial
California
-$48K -925 Closed
GAM
1687
Grandview Asset Management
Pennsylvania
-$38K -735 Closed
SSWG
1688
Seven Springs Wealth Group
Tennessee
-$38K -725 Closed
SWP
1689
ShoreHaven Wealth Partners
New Jersey
-$36K -690 Closed
HI
1690
Hoey Investments
Pennsylvania
-$23K -440 Closed
MLFP
1691
MPS Loria Financial Planners
Illinois
-$18K -350 Closed
KIG
1692
Kessler Investment Group
Indiana
-$16K -315 Closed
CG
1693
Cutler Group
California
-$10.5K -195 Closed
LWP
1694
Laurel Wealth Planning
Minnesota
-$6K -120 Closed
HFS
1695
Horizon Financial Services
North Carolina
-$4K -85 Closed
BC
1696
Burleson & Co
California
-$4K -80 Closed
LGWM
1697
Litman Gregory Wealth Management
California
-$3K -60 Closed
RW
1698
RVW Wealth
California
+$5.13K +95 +1%

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.