Vanguard S&P Mid-Cap 400 ETF
IVOO
180 hedge funds and large institutions have $657M invested in Vanguard S&P Mid-Cap 400 ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 14 closing their positions.
93% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 14
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
46% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 39
7% more capital invested
Capital invested by funds: $615M → $657M (+$42M)
7% more funds holding
Funds holding: 169 → 180 (+11)
3.42% less ownership
Funds ownership: 86.22% → 82.8% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.78M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.7M |
| 3 |
B
Bridgeworth
Birmingham,
Alabama
|
+$2.46M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.3M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.29M |
| 3 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$4.85M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.32M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.78M |
IVOO Hedge Fund Activity: Q4 2021 in Review
180 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q4 2021, worth a combined $657M — up 6.8% from $615M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IVOO positions and 14 closed out — a net gain of 13 holders — while 57 added to existing stakes and 39 trimmed.
The largest buyer was Bank of America, adding an estimated $2.78M. The largest seller was Morgan Stanley, cutting an estimated $12.1M.
- 180 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q4 2021, up from 169 in Q3 2021.
- Funds reported $657M of Vanguard S&P Mid-Cap 400 ETF stock for Q4 2021, up 6.8% quarter-over-quarter.
- 27 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q4 2021 and 14 closed out, a net change of +13 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q4 2021 was Bank of America, an estimated $2.78M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q4 2021 was Morgan Stanley, an estimated $12.1M sold.
Based on aggregated 13F filings for Q4 2021.