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Vanguard S&P Mid-Cap 400 ETF
IVOO

169 hedge funds and large institutions have $615M invested in Vanguard S&P Mid-Cap 400 ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

5% more capital invested

Capital invested by funds: $583M → $615M (+$31.9M)

4.64% more ownership

Funds ownership: 81.58% → 86.22% (+4.6%)

4% more funds holding

Funds holding: 163 → 169 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
169
Holders Change
+6
Holders Change %
+3.68%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
53
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MIH
Meitav Investment House
Israel
+$25.9M
2
Morgan Stanley
Morgan Stanley
New York
+$5.85M
3
PAG
Private Advisor Group
New Jersey
+$3.51M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.3M
5
FTS
Fifth Third Securities
Ohio
+$2.62M

Top Sellers

Rank Fund Capital Flow
1
PVH
Psagot Value Holdings
Israel
-$8.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.42M
3
RWMH
Riverpoint Wealth Management Holdings
Illinois
-$817K
4
Osaic Holdings
Osaic Holdings
Arizona
-$797K
5
AIC
Ayalon Insurance Company
Israel
-$612K
Name Holding Trade Value Shares
Change 		Change in
Stake
HAC
26
Harbor Advisory Corp
New Hampshire
$3.43M +$19.5K +214 +0.6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$3.37M +$444K +4,874 +15%
Goldman Sachs
28
Goldman Sachs
New York
$3.36M – – –
Ameriprise
29
Ameriprise
Minnesota
$3.29M +$65K +714 +2%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$3.22M +$3.3M +36,198 New
MFIMFI
31
Mesirow Financial Investment Management - Fixed Income
Illinois
$3.13M – – –
DADC
32
D.A. Davidson & Co
Montana
$3.11M +$249K +2,734 +8%
Stifel Financial
33
Stifel Financial
Missouri
$3.11M +$75.8K +832 +2%
FAB
34
First American Bank
Illinois
$3M +$84K +922 +3%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$2.92M -$31.3K -344 -1%
MML Investors Services
36
MML Investors Services
Massachusetts
$2.91M +$272K +2,990 +10%
SLF
37
Sun Life Financial
Ontario, Canada
$2.81M +$346K +3,800 +14%
FTS
38
Fifth Third Securities
Ohio
$2.57M +$2.62M +28,764 New
CA
39
Cetera Advisors
Colorado
$2.47M – – –
CT
40
Coastline Trust
Rhode Island
$2.4M +$60.5K +664 +3%
KFGK
41
Keystone Financial Group (Kentucky)
Kentucky
$2.1M +$10.9K +120 +0.5%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$2.03M +$30.1K +330 +1%
FT
43
Fiduciary Trust
Massachusetts
$1.85M – – –
WA
44
Waverly Advisors
Alabama
$1.84M +$52.3K +574 +3%
BJ
45
Brouwer & Janachowski
California
$1.76M +$289K +3,170 +19%
VF
46
Virtu Financial
New York
$1.69M +$1.72M +18,928 New
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$1.68M – – –
EL
48
EQ LLC
Washington
$1.58M +$12.9K +142 +0.8%
OWA
49
Octavia Wealth Advisors
Ohio
$1.57M -$23.7K -260 -1%
CAL
50
Capital Analysts LLC
Pennsylvania
$1.54M +$372K +4,088 +31%
1
2
3 4 5

IVOO Hedge Fund Activity: Q3 2021 in Review

169 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q3 2021, worth a combined $615M — up 5.5% from $583M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IVOO positions and 9 closed out — a net gain of 8 holders — while 53 added to existing stakes and 36 trimmed.

The largest buyer was Meitav Investment House, adding an estimated $25.9M. The largest seller was Psagot Value Holdings, cutting an estimated $8.9M.

  • 169 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q3 2021, up from 163 in Q2 2021.
  • Funds reported $615M of Vanguard S&P Mid-Cap 400 ETF stock for Q3 2021, up 5.5% quarter-over-quarter.
  • 17 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q3 2021 and 9 closed out, a net change of +8 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q3 2021 was Meitav Investment House, an estimated $25.9M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q3 2021 was Psagot Value Holdings, an estimated $8.9M sold.

Based on aggregated 13F filings for Q3 2021.