We are live on ! Find out more
IJH icon

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
MFM
251
Mirsky Financial Management
New York
$20.8M +$769K +13,815 +4%
PAM
252
Peninsula Asset Management
Florida
$20.8M -$522K -9,380 -2%
FCBT
253
First Citizens Bank & Trust
North Carolina
$20.8M +$864K +15,520 +4%
BSSFA
254
Baron Silver Stevens Financial Advisors
Florida
$20.8M +$415K +7,450 +2%
BWIA
255
Bryant Woods Investment Advisors
New York
$20.6M +$20.2M +363,785 New
DIP
256
DT Investment Partners
Pennsylvania
$20.5M +$809K +14,535 +4%
MFA
257
Mayflower Financial Advisors
Massachusetts
$20.3M -$196K -3,525 -1%
SB
258
Simmons Bank
Arkansas
$20.3M -$6.12K -110 -0%
WFA
259
West Financial Advisors
Iowa
$20.2M +$586K +10,525 +3%
HCA
260
Horan Capital Advisors
Ohio
$20.1M +$647K +11,630 +3%
TPWA
261
TRUE Private Wealth Advisors
Oregon
$20M +$402K +7,225 +2%
NA
262
NewEdge Advisors
Louisiana
$19.9M +$10M +180,285 +106%
BPA
263
Beacon Pointe Advisors
California
$19.4M -$4.86M -87,360 -20%
C
264
Certuity
Florida
$19M -$101K -1,820 -0.5%
CASB
265
Cape Ann Savings Bank
Massachusetts
$19M +$194K +3,485 +1%
FNT
266
First National Trust
Pennsylvania
$18.9M -$1.39M -24,885 -7%
IFPL
267
Investments & Financial Planning LLC
Kentucky
$18.9M +$19.7M +353,315 New
DFA
268
DHJJ Financial Advisors
Illinois
$18.8M +$53.4K +960 +0.3%
MWM
269
MTC Wealth Management
Florida
$18.7M +$509K +9,150 +3%
LSERS
270
Louisiana State Employees Retirement System
Louisiana
$18.7M +$2.17M +39,000 +13%
AFS
271
Aft Forsyth & Sober
Florida
$18.2M
PIC
272
Platt Investment Counsel
Florida
$18M -$186K -3,340 -1%
CT
273
Cambridge Trust
Massachusetts
$17.9M +$795K +14,275 +5%
N
274
Natixis
France
$17.9M +$2.21M +39,630 +14%
YIA
275
YHB Investment Advisors
Connecticut
$17.6M +$180K +3,240 +1%

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.