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iShares Core S&P Mid-Cap ETF

1,865 hedge funds and large institutions have $49.6B invested in iShares Core S&P Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 309 funds opening new positions, 826 increasing their positions, 473 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

855% more call options, than puts

Call options by funds: $44.3M | Put options by funds: $4.64M

518% more first-time investments, than exits

New positions opened: 309 | Existing positions closed: 50

75% more repeat investments, than reductions

Existing positions increased: 826 | Existing positions reduced: 473

14% more funds holding

Funds holding: 1,6391,865 (+226)

13% more funds holding in top 10

Funds holding in top 10: 277314 (+37)

11% more capital invested

Capital invested by funds: $44.6B → $49.6B (+$4.97B)

5.18% more ownership

Funds ownership: 360.84%366.02% (+5.2%)

Holders
1,865
Holders Change
+226
Holders Change %
+13.79%
% of All Funds
28.7%
Holding in Top 10
314
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+13.36%
% of All Funds
4.83%
New
309
Increased
826
Reduced
473
Closed
50
Calls
$44.3M
Puts
$4.64M
Net Calls
+$39.7M
Net Calls Change
-$165M
Name Holding Trade Value Shares
Change
Change in
Stake
PRA
226
Pine Ridge Advisers
New York
$24.7M +$3.05M +54,725 +14%
DT
227
Daniels + Tansey
Delaware
$24.5M +$630K +11,310 +3%
SIC
228
Shoker Investment Counsel
Ohio
$24M +$2.07M +37,135 +10%
TCM
229
Twele Capital Management
Minnesota
$23.8M -$1.06M -19,010 -4%
SWA
230
Sax Wealth Advisors
New Jersey
$23.8M +$1.99M +35,760 +9%
CS
231
Comerica Securities
Michigan
$23.7M +$501K +9,005 +2%
Allspring Global Investments
232
Allspring Global Investments
North Carolina
$23.6M +$23.2M +416,605 New
BAMG
233
Brand Asset Management Group
Missouri
$23.5M +$574K +10,320 +3%
FWM
234
Fairhaven Wealth Management
Illinois
$23.5M +$752K +13,510 +3%
LBC
235
Lowe Brockenbrough & Co
Virginia
$23.4M +$1.63M +29,245 +8%
HI
236
Human Investing
Oregon
$23.3M +$825K +14,820 +4%
KCM
237
Kanawha Capital Management
Virginia
$23.1M -$256K -4,600 -1%
NFG
238
Nations Financial Group
Iowa
$23M +$643K +11,545 +3%
CWA
239
CJM Wealth Advisers
Virginia
$22.7M +$22.3M +400,680 New
LCOV
240
London Company of Virginia
Virginia
$22.4M +$14.9M +267,610 +210%
DW
241
Domani Wealth
Pennsylvania
$21.8M -$540K -9,700 -2%
WPW
242
Waldron Private Wealth
Pennsylvania
$21.7M +$262K +4,700 +1%
KWMG
243
King Wealth Management Group
Florida
$21.7M +$1.34M +24,080 +7%
OC
244
Oppenheimer & Co
New York
$21.6M +$169K +3,030 +0.8%
IAN
245
Integrated Advisors Network
Texas
$21.3M +$793K +14,240 +4%
ACP
246
Arcus Capital Partners
Georgia
$21.2M +$127K +2,290 +0.6%
SFG
247
StrategIQ Financial Group
Indiana
$21.2M +$542K +9,735 +3%
GGS
248
Galvin Gaustad & Stein
Arizona
$21M -$223K -4,015 -1%
BA
249
Bristlecone Advisors
Washington
$20.9M -$218K -3,920 -1%
TPCW
250
TD Private Client Wealth
New York
$20.9M +$3.39M +60,970 +20%

IJH Hedge Fund Activity: Q4 2021 in Review

1,865 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q4 2021, worth a combined $49.6B — up 11% from $44.6B a quarter earlier.

Buyers outnumbered sellers: 309 funds opened new IJH positions and 50 closed out — a net gain of 259 holders — while 826 added to existing stakes and 473 trimmed.

The largest buyer was US Bancorp, adding an estimated $208M. The largest seller was Wealthspire Advisors (New York), cutting an estimated $123M.

  • 1,865 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q4 2021, up from 1,639 in Q3 2021.
  • Funds reported $49.6B of iShares Core S&P Mid-Cap ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 309 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2021 and 50 closed out, a net change of +259 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q4 2021 was US Bancorp, an estimated $208M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q4 2021 was Wealthspire Advisors (New York), an estimated $123M sold.

Based on aggregated 13F filings for Q4 2021.