We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

1,616 hedge funds and large institutions have $44.2B invested in iShares Core S&P Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 589 increasing their positions, 669 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 58

15% more capital invested

Capital invested by funds: $38.5B → $44.2B (+$5.69B)

8% more funds holding in top 10

Funds holding in top 10: 274295 (+21)

5.47% more ownership

Funds ownership: 356.98%362.45% (+5.5%)

2% more funds holding

Funds holding: 1,5821,616 (+34)

12% less repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 669

21% less call options, than puts

Call options by funds: $30.8M | Put options by funds: $39.3M

Holders
1,616
Holders Change
+34
Holders Change %
+2.15%
% of All Funds
28.38%
Holding in Top 10
295
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+7.66%
% of All Funds
5.18%
New
114
Increased
589
Reduced
669
Closed
58
Calls
$30.8M
Puts
$39.3M
Net Calls
-$8.44M
Net Calls Change
-$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DW
226
Domani Wealth
Pennsylvania
$20.9M -$215K -4,310 -1%
SPC
227
Sigma Planning Corp
Michigan
$20.9M +$1.78M +35,705 +10%
CS
228
Comerica Securities
Michigan
$20.7M -$2.03M -40,635 -9%
TPWA
229
TRUE Private Wealth Advisors
Oregon
$20.4M +$1.86M +37,300 +11%
FBB
230
Fulton Breakefield Broenniman
Maryland
$20.3M +$4.96M +99,280 +34%
FNT
231
First National Trust
Pennsylvania
$20.1M -$575K -11,510 -3%
GGS
232
Galvin Gaustad & Stein
Arizona
$19.9M -$943K -18,885 -5%
MGIA
233
Moneta Group Investment Advisors
Missouri
$19.9M +$17M +340,810 +841%
DT
234
Daniels + Tansey
Delaware
$19.8M -$872K -17,455 -4%
OC
235
Oppenheimer & Co
New York
$19.8M +$234K +4,685 +1%
AllianceBernstein
236
AllianceBernstein
Tennessee
$19.8M -$2.84M -56,905 -13%
BA
237
Bristlecone Advisors
Washington
$19.6M +$628K +12,580 +3%
BPA
238
Beacon Pointe Advisors
California
$19.6M -$1.93M -38,695 -9%
SIC
239
Shoker Investment Counsel
Ohio
$19.6M +$7.24K +145 +0%
PAM
240
Peninsula Asset Management
Florida
$19.5M +$234K +4,680 +1%
JWA
241
JFS Wealth Advisors
Pennsylvania
$19.4M -$23.5K -470 -0.1%
NFG
242
Nations Financial Group
Iowa
$19.1M +$1.03M +20,640 +6%
ATC
243
Argent Trust Co
Tennessee
$18.9M +$493K +9,880 +3%
SFG
244
StrategIQ Financial Group
Indiana
$18.7M +$399K +7,990 +2%
HI
245
Human Investing
Oregon
$18.5M +$213K +4,260 +1%
MWM
246
MTC Wealth Management
Florida
$18.4M +$17.7M +353,465 New
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$18.2M -$260K -5,210 -1%
BSSFA
248
Baron Silver Stevens Financial Advisors
Florida
$18M +$171K +3,420 +1%
CASB
249
Cape Ann Savings Bank
Massachusetts
$17.9M -$151K -3,020 -0.9%
MFA
250
Mayflower Financial Advisors
Massachusetts
$17.8M +$397K +7,945 +2%

IJH Hedge Fund Activity: Q1 2021 in Review

1,616 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2021, worth a combined $44.2B — up 15% from $38.5B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new IJH positions and 58 closed out — a net gain of 56 holders — while 589 added to existing stakes and 669 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $335M. The largest seller was First Command Advisory Services, cutting an estimated $538M.

  • 1,616 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2021, up from 1,582 in Q4 2020.
  • Funds reported $44.2B of iShares Core S&P Mid-Cap ETF stock for Q1 2021, up 15% quarter-over-quarter.
  • 114 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2021 and 58 closed out, a net change of +56 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $335M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2021 was First Command Advisory Services, an estimated $538M sold.

Based on aggregated 13F filings for Q1 2021.