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Vanguard S&P Mid-Cap 400 ETF
IVOO

167 hedge funds and large institutions have $529M invested in Vanguard S&P Mid-Cap 400 ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $424M → $529M (+$105M)

12% more funds holding

Funds holding: 149 → 167 (+18)

2.86% more ownership

Funds ownership: 77.22% → 80.09% (+2.9%)

2% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 45

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
167
Holders Change
+18
Holders Change %
+12.08%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
46
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
+$14.7M
2
UBS Group
UBS Group
Switzerland
+$5.92M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.57M
4
CIC
Cornercap Investment Counsel
Georgia
+$4.52M
5
PVH
Psagot Value Holdings
Israel
+$4.17M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$1.65M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.63M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.56M
4
CS
Credit Suisse
Switzerland
-$1.52M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFIMFI
26
Mesirow Financial Investment Management - Fixed Income
Illinois
$3.1M +$798K +9,444 +37%
Creative Planning
27
Creative Planning
Kansas
$3.09M -$1.86K -22 -0.1%
SLF
28
Sun Life Financial
Ontario, Canada
$2.94M – – –
DADC
29
D.A. Davidson & Co
Montana
$2.84M +$101K +1,192 +4%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$2.75M -$290K -3,436 -10%
FAB
31
First American Bank
Illinois
$2.68M +$381K +4,510 +17%
Ameriprise
32
Ameriprise
Minnesota
$2.65M +$33.3K +394 +1%
SVWAG
33
Sound View Wealth Advisors Group
Georgia
$2.5M +$208K +2,464 +10%
CA
34
Cetera Advisors
Colorado
$2.44M -$250K -2,954 -10%
Goldman Sachs
35
Goldman Sachs
New York
$2.33M +$542K +6,416 +32%
BC
36
Bartlett & Co
Ohio
$2.32M -$15.9K -188 -0.7%
BCWM
37
Bartlett & Co Wealth Management
Ohio
$2.32M -$15.9K -188 -0.7%
CT
38
Coastline Trust
Rhode Island
$2.32M -$1.69K -20 -0.1%
MML Investors Services
39
MML Investors Services
Massachusetts
$2.2M +$4.9K +58 +0.2%
KFGK
40
Keystone Financial Group (Kentucky)
Kentucky
$2.03M +$16.4K +194 +0.9%
FT
41
Fiduciary Trust
Massachusetts
$1.83M +$446K +5,282 +34%
BJ
42
Brouwer & Janachowski
California
$1.76M – – –
WA
43
Waverly Advisors
Alabama
$1.75M – – –
OWA
44
Octavia Wealth Advisors
Ohio
$1.61M +$128K +1,512 +9%
EL
45
EQ LLC
Washington
$1.5M -$243K -2,878 -14%
NGA
46
Naples Global Advisors
Florida
$1.47M – – –
TNB
47
TCF National Bank
South Dakota
$1.43M -$69.1K -818 -5%
MHIC
48
Marble Harbor Investment Counsel
Massachusetts
$1.38M +$33.8K +400 +3%
AI
49
Atria Investments
North Carolina
$1.35M -$138K -1,630 -10%
WCM
50
WealthBridge Capital Management
Ohio
$1.35M -$138K -1,630 -10%
1
2
3 4 5

IVOO Hedge Fund Activity: Q1 2021 in Review

167 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q1 2021, worth a combined $529M — up 25% from $424M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IVOO positions and 8 closed out — a net gain of 18 holders — while 46 added to existing stakes and 45 trimmed.

The largest buyer was Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet, opening a new position worth an estimated $14.7M. The largest seller was JP Morgan Chase, cutting an estimated $1.65M.

  • 167 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q1 2021, up from 149 in Q4 2020.
  • Funds reported $529M of Vanguard S&P Mid-Cap 400 ETF stock for Q1 2021, up 25% quarter-over-quarter.
  • 26 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q1 2021 and 8 closed out, a net change of +18 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q1 2021 was Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet, an estimated $14.7M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q1 2021 was JP Morgan Chase, an estimated $1.65M sold.

Based on aggregated 13F filings for Q1 2021.