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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
AWM
276
Altus Wealth Management
Kentucky
$17.6M +$358K +6,435 +2%
RhumbLine Advisers
277
RhumbLine Advisers
Massachusetts
$17.5M +$11.2M +201,770 +187%
CAAS
278
Capital Asset Advisory Services
Michigan
$17.4M +$16.4K +295 +0.1%
GLLW
279
Graves Light Lenhart Wealth
Virginia
$17.2M +$1.57M +28,120 +10%
NA
280
Nottingham Advisors
New York
$17.2M -$1.32M -23,695 -7%
FNBT
281
FineMark National Bank & Trust
Florida
$17.1M +$5.67M +101,910 +51%
CIM
282
CIM Investment Management
Pennsylvania
$16.9M -$676K -12,150 -4%
PFPT
283
Pinnacle Financial Partners (Tennessee)
Tennessee
$16.9M +$273K +4,905 +2%
CC
284
Courier Capital
New York
$16.7M -$2.25M -40,415 -12%
GG
285
Gofen & Glossberg
Illinois
$16.7M +$134K +2,405 +0.8%
HWIS
286
Hancock Whitney Investment Services
Louisiana
$16.7M +$16.4M +294,490 New
AF
287
Arrow Financial
New York
$16.7M +$1.19M +21,305 +8%
CA
288
Cambridge Advisors
Nebraska
$16.6M -$25.9K -465 -0.2%
LA
289
Lynch & Associates
Indiana
$16.5M +$571K +10,255 +4%
ATC
290
Argent Trust Co
Tennessee
$16.5M -$29.2K -525 -0.2%
WS
291
Wela Strategies
Georgia
$16.5M +$471K +8,460 +3%
CCM
292
Coldstream Capital Management
Washington
$16.5M -$4M -71,935 -20%
EBT
293
Enterprise Bank & Trust
Massachusetts
$16.4M +$2.51M +45,025 +18%
BFM
294
Boston Financial Management
Massachusetts
$16.2M +$2.19M +39,265 +16%
CA
295
Cambridge Associates
Massachusetts
$16.1M
HI
296
Hudock Inc
Pennsylvania
$16.1M +$775K +13,930 +5%
AAS
297
Avantax Advisory Services
Texas
$15.9M +$665K +11,950 +4%
SMC
298
Smith, Moore & Co
Missouri
$15.9M +$704K +12,650 +5%
HSWM
299
Hubbell Strickland Wealth Management
Louisiana
$15.8M -$686K -12,325 -4%
CGA
300
Crescent Grove Advisors
Illinois
$15.8M +$1.56M +28,055 +11%

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.