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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
PFPT
276
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.9M +$301K +6,025 +2%
GT
277
Glenmede Trust
Pennsylvania
$14.9M +$189K +3,785 +1%
RJT
278
Raymond James Trust
Florida
$14.8M +$559K +11,195 +4%
LBC
279
Lowe Brockenbrough & Co
Virginia
$14.8M +$2.31M +46,340 +19%
RCAG
280
Rehmann Capital Advisory Group
Michigan
$14.8M -$741K -14,840 -5%
QCG
281
Quadrant Capital Group
Ohio
$14.6M -$272K -5,450 -2%
RIS
282
Retirement Income Solutions
Michigan
$14.6M +$905K +18,130 +7%
GWM
283
Geneos Wealth Management
Colorado
$14.5M -$499K -10,000 -4%
PP
284
PDS Planning
Ohio
$14.4M +$13.8M +276,435 New
AIP
285
Ameritas Investment Partners
Nebraska
$14.4M +$8.41M +168,305 +154%
BWP
286
BSW Wealth Partners
Colorado
$14.3M -$2.29M -45,895 -14%
CT
287
Cambridge Trust
Massachusetts
$14.3M +$12.5M +249,865 +1,042%
BAMG
288
Brand Asset Management Group
Missouri
$14.2M +$653K +13,075 +5%
LA
289
Lynch & Associates
Indiana
$14.1M -$192K -3,850 -1%
AWM
290
Altus Wealth Management
Kentucky
$14.1M +$143K +2,870 +1%
SI
291
Stephens Inc
Arkansas
$13.9M +$410K +8,200 +3%
FWIA
292
Fort Washington Investment Advisors
Ohio
$13.8M -$3.75M -75,155 -22%
HI
293
Hudock Inc
Pennsylvania
$13.8M -$1.35M -26,975 -9%
1SB
294
1ST Source Bank
Indiana
$13.7M -$60.2K -1,205 -0.5%
ACP
295
Arcus Capital Partners
Georgia
$13.6M -$537K -10,750 -4%
IAN
296
Integrated Advisors Network
Texas
$13.4M -$786K -15,740 -6%
LIM
297
Leavell Investment Management
Alabama
$13.4M -$43.2K -865 -0.3%
AMG
298
Asset Management Group
Connecticut
$13.3M -$201K -4,020 -2%
MFM
299
Mirsky Financial Management
New York
$13.3M -$9.99K -200 -0.1%
OPS
300
Orion Portfolio Solutions
Nebraska
$13.1M -$11.2K -225 -0.1%

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.