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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: 1,5831,616 (+33)

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
+33
Holders Change %
+2.08%
% 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
SB
251
Simmons Bank
Arkansas
$17.8M +$301K +6,035 +2%
SWA
252
Sax Wealth Advisors
New Jersey
$17.7M +$518K +10,380 +3%
PGA
253
Portland Global Advisors
Maine
$17.6M +$1.95M +38,980 +13%
CC
254
Courier Capital
New York
$17.6M +$37.2K +745 +0.2%
DFA
255
DHJJ Financial Advisors
Illinois
$17.5M -$12K -240 -0.1%
DIP
256
DT Investment Partners
Pennsylvania
$17.4M -$442K -8,850 -3%
FCI
257
Financial Counselors Inc
Kansas
$17.1M -$565K -11,315 -3%
PIC
258
Platt Investment Counsel
Florida
$17M +$216K +4,335 +1%
CIM
259
CIM Investment Management
Pennsylvania
$16.8M -$2.27M -45,545 -12%
RC
260
RegentAtlantic Capital
New Jersey
$16.8M +$14.8M +297,090 +1,175%
Natixis Advisors
261
Natixis Advisors
Massachusetts
$16.7M +$3.61M +72,240 +29%
HCA
262
Horan Capital Advisors
Ohio
$16.7M +$57.7K +1,155 +0.4%
YIA
263
YHB Investment Advisors
Connecticut
$16.5M -$650K -13,015 -4%
AFS
264
Aft Forsyth & Sober
Florida
$16.2M +$11.2M +223,375 +252%
WFA
265
West Financial Advisors
Iowa
$16.1M +$272K +5,440 +2%
AIC
266
Ameritas Investment Company
Nebraska
$16.1M +$12.4M +248,055 +411%
CAAS
267
Capital Asset Advisory Services
Michigan
$16M +$2.8M +56,010 +22%
AF
268
Arrow Financial
New York
$15.9M +$182K +3,650 +1%
HSWM
269
Hubbell Strickland Wealth Management
Louisiana
$15.9M -$383K -7,670 -2%
FNBOH
270
First National Bank of Hutchinson
Kansas
$15.8M -$7.44M -148,985 -33%
CA
271
Cambridge Advisors
Nebraska
$15.5M -$749K -15,000 -5%
GG
272
Gofen & Glossberg
Illinois
$15.3M +$428K +8,580 +3%
C
273
Certuity
Florida
$15.3M +$3.85M +77,095 +36%
CGFA
274
Colton Groome Financial Advisors
North Carolina
$15.3M +$2.74M +54,805 +23%
PRA
275
Pine Ridge Advisers
New York
$15.1M +$2.08M +41,675 +17%

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 1,583 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.