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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
LMIM
1
Lockheed Martin Investment Management
Maryland
$108M – – –
Morgan Stanley
2
Morgan Stanley
New York
$65.8M +$2.74M +32,392 +5%
B
3
Bridgeworth
Alabama
$28.1M -$175K -2,070 -0.6%
UBS Group
4
UBS Group
Switzerland
$23.6M +$5.92M +70,080 +36%
Bank of America
5
Bank of America
North Carolina
$22.6M +$3.53M +41,782 +20%
LPL Financial
6
LPL Financial
California
$19.9M +$888K +10,510 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$16.5M +$388K +4,596 +3%
Wells Fargo
8
Wells Fargo
California
$16.2M +$404K +4,778 +3%
KHLMVGHM
9
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$15.4M +$14.7M +174,042 New
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$15.2M +$41K +486 +0.3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$12.6M -$263K -3,108 -2%
SI
12
Stephens Inc
Arkansas
$12.5M +$10.1K +120 +0.1%
TCBWMS
13
Texas Capital Bank Wealth Management Services
Texas
$11.3M -$653K -7,728 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.49M +$5.57M +65,948 +159%
V
15
Veritable
Delaware
$9.35M -$137K -1,618 -2%
RJA
16
Raymond James & Associates
Florida
$6.82M +$151K +1,790 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$6.02M +$637K +7,546 +12%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.97M -$82.4K -976 -1%
Vanguard Group
19
Vanguard Group
Pennsylvania
$5.1M +$445K +5,268 +10%
CIC
20
Cornercap Investment Counsel
Georgia
$4.72M +$4.52M +53,504 New
PVH
21
Psagot Value Holdings
Israel
$4.36M +$4.17M +49,396 New
PFM
22
Phillips Financial Management
Indiana
$4.34M +$301K +3,564 +8%
GA
23
Gateway Advisory
New Jersey
$3.81M +$3.65M +43,184 New
HAC
24
Harbor Advisory Corp
New Hampshire
$3.38M +$2.93M +34,692 +952%
PAG
25
Private Advisor Group
New Jersey
$3.25M +$185K +2,194 +6%
1
2 3 4 5

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.