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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
S
151
SignatureFD
Georgia
$14K – – –
BAM
152
Bellevue Asset Management
Washington
$13K – – –
AWM
153
Accel Wealth Management
Iowa
$12K – – –
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
SFS
155
Sowell Financial Services
Arkansas
$11K +$10.1K +120 New
HWA
156
HHM Wealth Advisors
Tennessee
$10K – – –
CPA
157
Cowen Prime Advisors
New York
$7K -$3.38K -40 -34%
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.88K – – –
TPCW
159
TD Private Client Wealth
New York
$6.18K – – –
RIM
160
Rockbridge Investment Management
New York
$5K – – –
HFA
161
Hoover Financial Advisors
Pennsylvania
$5K +$4.39K +52 New
SPIA
162
Steward Partners Investment Advisory
New York
$3.35K – – –
BFC
163
Bedel Financial Consulting
Indiana
$3K – – –
FRA
164
Front Row Advisors
California
$3K – – –
PB
165
Pinnacle Bancorp
Nebraska
$2K +$2.37K +28 New
DI
166
Disciplined Investments
Oklahoma
$1K – – –
AssetMark Inc
167
AssetMark Inc
California
$1K +$338 +4 +50%
MIH
168
Meitav Investment House
Israel
$214 +$204K +2,416 New
Cambridge Investment Research Advisors
169
Cambridge Investment Research Advisors
Iowa
– -$1.63M -20,898 Closed
CS
170
Credit Suisse
Switzerland
– -$1.52M -19,562 Closed
Citadel Advisors
171
Citadel Advisors
Florida
– -$1.43M -18,316 Closed
SFS
172
Summit Financial Strategies
Ohio
– -$654K -8,414 Closed
FTUS
173
Flow Traders U.S.
New York
– -$438K -5,632 Closed
TRCT
174
Tower Research Capital (TRC)
New York
– -$280K -3,606 Closed
CA
175
CGN Advisors
Kansas
– -$277K -3,558 Closed
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.