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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
FBFS
151
First Business Financial Services
Wisconsin
$40M +$995K +18,430 +3%
FCAS
152
First Command Advisory Services
Texas
$38.9M -$242K -4,485 -0.6%
CIA
153
Capital Investment Advisors
Georgia
$38.2M -$147K -2,730 -0.4%
Citigroup
154
Citigroup
New York
$37.6M -$3.78M -69,950 -9%
SAF
155
Smith Anglin Financial
Texas
$37.5M +$2.34M +43,410 +7%
W
156
Wealthquest
Ohio
$37.4M -$1.87M -34,675 -5%
PSUF
157
People's United Financial
Connecticut
$37.4M -$900K -16,665 -2%
Fiera Capital (Canada)
158
Fiera Capital (Canada)
Quebec, Canada
$37.3M -$1.4M -26,015 -4%
HW
159
Hancock Whitney
Mississippi
$37.3M -$1.4M -25,945 -4%
CPIG
160
Chicago Partners Investment Group
Illinois
$35.7M -$47.2K -875 -0.1%
AWC
161
Abundance Wealth Counselors
Pennsylvania
$35.6M -$4.06M -75,180 -10%
RMDI
162
R.M. Davis Inc
Maine
$35M +$1.06M +19,620 +3%
RWM
163
RKL Wealth Management
Pennsylvania
$35M +$529K +9,790 +2%
GBT
164
Grove Bank & Trust
Florida
$34.7M +$804K +14,885 +2%
SFG
165
Sage Financial Group
Pennsylvania
$34.4M +$1.93M +35,685 +6%
EWM
166
Evermay Wealth Management
Virginia
$34.2M +$232K +4,290 +0.7%
SAS
167
Sanford Advisory Services
Michigan
$33.8M +$703K +13,020 +2%
TF
168
TimeScale Financial
Massachusetts
$33.6M +$706K +13,085 +2%
BWA
169
BDO Wealth Advisors
Florida
$33.6M +$961K +17,805 +3%
SFS
170
Summit Financial Strategies
Ohio
$33.5M +$9.08M +168,170 +37%
CG
171
Colony Group
Massachusetts
$33.4M -$2.22M -41,110 -6%
WPA
172
West Paces Advisors
Georgia
$33.2M +$1.49M +27,640 +5%
PFM
173
Parsec Financial Management
North Carolina
$33M -$3.22M -59,695 -9%
BFA
174
Beaumont Financial Advisors
Massachusetts
$33M -$93.9K -1,740 -0.3%
FSC
175
Full Sail Capital
Oklahoma
$32.8M +$4.06M +75,265 +14%

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.