Vanguard S&P Mid-Cap 400 ETF
IVOO
163 hedge funds and large institutions have $583M invested in Vanguard S&P Mid-Cap 400 ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 16 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 39
10% more capital invested
Capital invested by funds: $529M → $583M (+$53.8M)
1.5% more ownership
Funds ownership: 80.09% → 81.58% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 16
2% less funds holding
Funds holding: 167 → 163 (-4)
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$19.7M |
| 2 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
+$5.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.86M |
| 4 |
Morgan Stanley
New York
|
+$3.24M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.02M |
Top Sellers
IVOO Hedge Fund Activity: Q2 2021 in Review
163 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2021, worth a combined $583M — up 10% from $529M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of IVOO and 15 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 57 added.
The largest buyer was Envestnet Asset Management, adding an estimated $19.7M. The largest seller was Royal Bank of Canada, cutting an estimated $3.13M.
- 163 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2021, down from 167 in Q1 2021.
- Funds reported $583M of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2021, up 10% quarter-over-quarter.
- 15 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2021 and 16 closed out, a net change of -1 holder.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $19.7M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2021 was Royal Bank of Canada, an estimated $3.13M sold.
Based on aggregated 13F filings for Q2 2021.