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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
CA
201
Cambridge Associates
Massachusetts
$27.9M +$2.5M +46,230 +10%
DADC
202
D.A. Davidson & Co
Montana
$27.6M +$32.7K +605 +0.1%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$27.5M
SWMG
204
Strategic Wealth Management Group
Maryland
$27.4M -$105K -1,950 -0.4%
RC
205
RegentAtlantic Capital
New Jersey
$27.2M +$9.9M +183,325 +57%
CTA
206
Chesley Taft & Associates
Illinois
$26.5M -$45.9K -850 -0.2%
LP
207
LGL Partners
Pennsylvania
$26.5M +$9.72K +180 +0%
EH
208
Equitable Holdings
New York
$26.5M +$2.1M +38,805 +9%
PI
209
PFS Investments
Georgia
$26.4M -$14.5M -269,275 -35%
AF
210
Affiance Financial
Minnesota
$26.4M -$476K -8,820 -2%
LNC
211
Lincoln National Corp
Pennsylvania
$26.4M +$354K +6,565 +1%
SL
212
Salomon & Ludwin
Virginia
$26.2M +$292K +5,400 +1%
KFS
213
Kelly Financial Services
Massachusetts
$25.9M +$1.87B +34,608,665 +26,843%
VCM
214
Vision Capital Management
Oregon
$25.8M -$4.4M -81,480 -15%
CA
215
Clearstead Advisors
Ohio
$25.3M -$421K -7,805 -2%
DT
216
Diversified Trust
Tennessee
$25.2M +$290K +5,370 +1%
1832 Asset Management
217
1832 Asset Management
Ontario, Canada
$25.1M -$11M -204,500 -30%
IWC
218
Integrated Wealth Concepts
Massachusetts
$24.8M +$1.08M +19,920 +5%
I
219
INVST
Indiana
$24.7M +$875K +16,200 +4%
CA
220
Crewe Advisors
Utah
$24.5M +$1.3M +24,035 +6%
FAG
221
Financial Advisory Group
Texas
$24.1M -$285K -5,275 -1%
TCM
222
Twele Capital Management
Minnesota
$23.9M -$489K -9,050 -2%
BHWM
223
Bar Harbor Wealth Management
New Hampshire
$23.9M -$480K -8,885 -2%
TPWA
224
TRUE Private Wealth Advisors
Oregon
$23.4M +$2.33M +43,100 +11%
TC
225
Trilogy Capital
California
$23.1M -$719K -13,320 -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.