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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
+$14.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.92M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.57M |
| 4 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
+$4.52M |
| 5 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
+$4.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.65M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.63M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.56M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.52M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.43M |
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.