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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
OIA
126
Optimum Investment Advisors
Illinois
$88K – – –
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$86K – – –
PCG
128
Private Capital Group
Connecticut
$85K – – –
VFA
129
Valeo Financial Advisors
Indiana
$84K – – –
CCM
130
Covington Capital Management
California
$69K – – –
DWMG
131
DB Wealth Management Group
California
$65K +$62.5K +740 New
CWC
132
Carolinas Wealth Consulting
North Carolina
$63K +$60.3K +714 New
HI
133
Human Investing
Oregon
$52K +$49.3K +584 New
HI
134
Harbour Investments
Wisconsin
$52K +$50.2K +594 New
RBC
135
Roble Belko & Company
Pennsylvania
$49K – – –
FEG
136
Financial Enhancement Group
Indiana
$47K – – –
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$43K +$40.7K +482 New
SWM
138
Spire Wealth Management
Virginia
$41K +$25.8K +306 New
MPCG
139
Matrix Private Capital Group
New York
$39K +$37.2K +440 New
Citigroup
140
Citigroup
New York
$35K -$41.4K -490 -55%
BlackRock
141
BlackRock
New York
$35K +$33.8K +400 New
CAAS
142
Capital Asset Advisory Services
Michigan
$34K – – –
GRP
143
Global Retirement Partners
California
$30K – – –
HF
144
Halpern Financial
Virginia
$28.4K – – –
GWM
145
Geneos Wealth Management
Colorado
$25K – – –
Jones Financial Companies
146
Jones Financial Companies
Missouri
$22K +$21.1K +250 New
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
AIC
148
Ameritas Investment Company
Nebraska
$17.6K +$16.9K +200 New
SBL
149
Sargent Bickham Lagudis
Colorado
$16K – – –
PWA
150
Phoenix Wealth Advisors
North Carolina
$14K – – –
4 5
6
7 8

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.