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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
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$355K -$289K -3,172 -44%
F
102
F3Logic
Minnesota
$351K +$911 +10 +0.3%
Northern Trust
103
Northern Trust
Illinois
$344K +$67.6K +742 +24%
IWM
104
IHT Wealth Management
Illinois
$322K – – –
RMDI
105
R.M. Davis Inc
Maine
$309K – – –
PPA
106
Parametric Portfolio Associates
Washington
$306K -$19.5K -214 -6%
MGIA
107
Moneta Group Investment Advisors
Missouri
$306K -$364 -4 -0.1%
NEPWA
108
New England Private Wealth Advisors
Massachusetts
$306K – – –
AP
109
Appleton Partners
Massachusetts
$297K – – –
TP
110
Tranquility Partners
Tennessee
$291K – – –
LA
111
Latitude Advisors
Florida
$276K +$282K +3,100 New
PA
112
Pinnacle Associates
New York
$266K – – –
EWM
113
Endurance Wealth Management
Rhode Island
$265K -$11.8K -130 -4%
SCM
114
Stordahl Capital Management
Colorado
$263K +$12.2K +134 +5%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$263K +$22K +242 +9%
CCIA
116
Cherry Creek Investment Advisors
Colorado
$251K -$546 -6 -0.2%
PWP
117
Personal Wealth Partners
Minnesota
$250K – – –
RBC
118
Roble Belko & Company
Pennsylvania
$245K +$200K +2,192 +391%
NL
119
NWAM LLC
Washington
$232K +$237K +2,600 New
CPIG
120
Chicago Partners Investment Group
Illinois
$214K +$200K +2,192 New
RJT
121
Raymond James Trust
Florida
$205K -$8.01K -88 -4%
WFA
122
WestHill Financial Advisors
California
$198K +$202K +2,218 New
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$182K – – –
US Bancorp
124
US Bancorp
Minnesota
$172K – – –
HCP
125
Hexagon Capital Partners
Arkansas
$169K – – –
3 4
5
6 7

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.