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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$25.9M |
| 2 |
Morgan Stanley
New York
|
+$5.85M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.51M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.3M |
| 5 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$8.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.42M |
| 3 |
RWMH
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
-$817K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$797K |
| 5 |
AIC
Ayalon Insurance Company
Ramat Gan,
Israel
|
-$612K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAAS
176
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$35K | -390 | Closed |
|
|
FWP
177
FAS Wealth Partners
Leawood,
Kansas
| – | -$32K | -350 | Closed |
|
178
Citigroup
New York
| – | -$18K | -198 | Closed |
|
179
Bank of Montreal
Toronto,
Ontario, Canada
| – | +$182 | +2 | New |
|
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.