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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
SPP
176
Single Point Partners
Massachusetts
$32.3M +$2.87M +53,075 +10%
PWLP
177
Prio Wealth Limited Partnership
Massachusetts
$32M +$400K +7,405 +1%
T
178
TrueFG
Texas
$31.7M +$433K +8,025 +1%
CAN
179
Cetera Advisor Networks
California
$31.6M +$6.62M +122,635 +26%
CFIA
180
Cantor Fitzgerald Investment Advisors
New York
$31.1M -$3.66M -67,820 -11%
JIC
181
Johnson Investment Counsel
Ohio
$30.8M -$113K -2,100 -0.4%
DCM
182
Dupont Capital Management
Delaware
$30.8M -$4.81M -89,065 -13%
WSFS
183
Wilmington Savings Fund Society
Delaware
$30.8M +$3.33M +61,720 +12%
PP
184
Pegasus Partners
Wisconsin
$30.7M +$1.53M +28,380 +5%
WAS
185
Wealth Advisory Solutions
Indiana
$30.4M +$187K +3,465 +0.6%
ZB
186
Zions Bancorporation
Utah
$30.3M +$147K +2,720 +0.5%
HG
187
Harbor Group
New Hampshire
$29.5M +$547K +10,135 +2%
NEPPG
188
New England Professional Planning Group
Rhode Island
$29.4M -$354K -6,550 -1%
ETS
189
ESL Trust Services
New York
$29.2M +$85K +1,575 +0.3%
AIC
190
Ameritas Investment Company
Nebraska
$29.1M -$12.9M -238,865 -77%
RCA
191
Resonant Capital Advisors
Wisconsin
$28.9M +$1.61M +29,825 +6%
AFA
192
American Financial Advisors
Georgia
$28.8M +$355K +6,575 +1%
AWE
193
Avidian Wealth Enterprises
Texas
$28.6M +$4.2M +77,730 +17%
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$28.5M -$813K -15,060 -3%
AWM
195
AE Wealth Management
Kansas
$28.4M -$5.72M -105,950 -17%
CI
196
Conning Inc
Connecticut
$28.4M -$315K -5,835 -1%
GW
197
GW & Wade
Massachusetts
$28.3M -$158K -2,925 -0.6%
APA
198
Allegiant Private Advisors
Florida
$28.3M -$1.37M -25,335 -5%
WTC
199
WhitTier Trust Company
Nevada
$28.1M -$747K -13,845 -3%
MFG
200
Magnus Financial Group
New York
$27.9M +$746K +13,820 +3%

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.