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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
Wells Fargo
1
Wells Fargo
California
$3.15B -$165M -3,055,980 -5%
Bank of America
2
Bank of America
North Carolina
$3.05B +$16.6M +307,590 +0.5%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.48B -$457M -8,458,475 -16%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.82B +$26.4M +488,730 +1%
Morgan Stanley
5
Morgan Stanley
New York
$1.68B -$40M -740,600 -2%
BlackRock
6
BlackRock
New York
$1.61B +$35M +648,275 +2%
LPL Financial
7
LPL Financial
California
$1.5B +$29.4M +544,550 +2%
UBS Group
8
UBS Group
Switzerland
$1.17B +$26.3M +487,120 +2%
RJA
9
Raymond James & Associates
Florida
$971M +$21M +389,060 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$932M +$54.5M +1,008,740 +6%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$776M +$1.36M +25,220 +0.2%
Northern Trust
12
Northern Trust
Illinois
$749M +$21.1M +390,250 +3%
Financial Engines Advisors
13
Financial Engines Advisors
California
$710M -$12.7M -235,225 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$613M -$340M -6,294,355 -36%
JP Morgan Chase
15
JP Morgan Chase
New York
$591M -$21M -389,525 -3%
Ameriprise
16
Ameriprise
Minnesota
$516M +$40.8M +756,060 +9%
KeyBank National Association
17
KeyBank National Association
Ohio
$510M -$1.62M -29,940 -0.3%
NMIMC
18
Northwestern Mutual Investment Management Company
Wisconsin
$508M +$8.81M +163,100 +2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$482M +$69.1M +1,280,650 +17%
MERSOM
20
Municipal Employees' Retirement System of Michigan
Michigan
$468M +$1.28M +23,775 +0.3%
Goldman Sachs
21
Goldman Sachs
New York
$416M -$79.7M -1,476,320 -16%
Truist Financial
22
Truist Financial
North Carolina
$405M -$22.2M -411,790 -5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$386M +$11.3M +209,335 +3%
RFC
24
Regions Financial Corp
Alabama
$375M -$4.01M -74,325 -1%
AA
25
Acorns Advisers
California
$349M +$30.7M +568,560 +10%

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.