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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
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$647K -$146K -1,732 -19%
WCFA
77
Walkner Condon Financial Advisors
Wisconsin
$611K -$20.9K -248 -3%
AF
78
Affiance Financial
Minnesota
$585K +$50.3K +596 +10%
Truist Financial
79
Truist Financial
North Carolina
$563K +$227K +2,686 +73%
RWRC
80
R.W. Roge & Company
New York
$544K -$142K -1,682 -21%
UCFA
81
United Capital Financial Advisors
Texas
$498K – – –
JMPWA
82
JP Morgan Private Wealth Advisors
California
$487K -$2.03K -24 -0.4%
LFF
83
Level Four Financial
Texas
$484K -$37.2K -440 -7%
IF
84
IRON Financial
Illinois
$460K -$10.3K -122 -2%
IWM
85
IHT Wealth Management
Illinois
$436K -$28.7K -340 -6%
F
86
F3Logic
Minnesota
$435K +$55.1K +652 +15%
MCM
87
Manchester Capital Management
Vermont
$425K – – –
DWT
88
Dorsey & Whitney Trust
South Dakota
$422K – – –
CFO
89
Collective Family Office
Pennsylvania
$406K -$118K -1,402 -23%
MP
90
McDonald Partners
Ohio
$385K – – –
CT
91
Cambridge Trust
Massachusetts
$381K +$365K +4,318 New
CFS
92
CRA Financial Services
New Jersey
$378K – – –
IA
93
IFG Advisory
Georgia
$356K +$169 +2 +0%
BWM
94
Benchmark Wealth Management
Connecticut
$355K -$51.9K -614 -13%
CWM
95
Cahaba Wealth Management
Georgia
$355K +$507 +6 +0.1%
EWM
96
Evermay Wealth Management
Virginia
$345K +$8.28K +98 +3%
PPA
97
Parametric Portfolio Associates
Washington
$332K – – –
AIC
98
Ayalon Insurance Company
Israel
$320K +$302K +3,580 New
RMDI
99
R.M. Davis Inc
Maine
$306K – – –
NEPWA
100
New England Private Wealth Advisors
Massachusetts
$303K +$676 +8 +0.2%
2 3
4
5 6

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.