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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
IA
126
IFP Advisors
Florida
$113K – – –
SWM
127
Selective Wealth Management
Virginia
$111K +$33.7K +370 +42%
AWM
128
Avior Wealth Management
Nebraska
$110K -$182 -2 -0.2%
ACA
129
Atlas Capital Advisors
Wyoming
$110K -$11.5K -126 -9%
WT
130
Washington Trust
Rhode Island
$107K – – –
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$93K – – –
OIA
132
Optimum Investment Advisors
Illinois
$89K – – –
CDIA
133
Capital Directions Investment Advisors
Georgia
$87K – – –
SWM
134
Spire Wealth Management
Virginia
$77K +$17.3K +190 +28%
GWMIA
135
Global Wealth Management Investment Advisory
Florida
$71K +$73K +802 New
CCM
136
Covington Capital Management
California
$69K – – –
DWMG
137
DB Wealth Management Group
California
$66K – – –
CWC
138
Carolinas Wealth Consulting
North Carolina
$64K – – –
FA
139
Flagstar Advisors
New York
$50K +$50.6K +556 New
FEG
140
Financial Enhancement Group
Indiana
$47K – – –
MPCG
141
Matrix Private Capital Group
New York
$39K – – –
LPWM
142
Lake Point Wealth Management
Texas
$38K – – –
HF
143
Halpern Financial
Virginia
$37.1K – – –
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
$31K +$28.2K +310 +861%
GRP
145
Global Retirement Partners
California
$30K – – –
GWM
146
Geneos Wealth Management
Colorado
$25K – – –
Jones Financial Companies
147
Jones Financial Companies
Missouri
$22K – – –
SBL
148
Sargent Bickham Lagudis
Colorado
$17K – – –
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.9K -$7.1K -78 -29%
Koshinski Asset Management
150
Koshinski Asset Management
Illinois
$15.9K +$16.2K +178 New
4 5
6
7 8

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.