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iShares Core S&P Mid-Cap ETF

1,617 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, 590 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: 1,5831,617 (+34)

12% less repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 669

21% less call options, than puts

Call options by funds: $30.8M | Put options by funds: $39.3M

Holders
1,617
Holders Change
+34
Holders Change %
+2.15%
% of All Funds
28.39%
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
590
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
IWMA
301
Ironwood Wealth Management (Arizona)
Arizona
$13.1M -$1.72M -34,540 -12%
SMC
302
Smith, Moore & Co
Missouri
$13M +$479K +9,585 +4%
BFM
303
Boston Financial Management
Massachusetts
$13M -$293K -5,865 -2%
NPF
304
Norris Perne & French
Michigan
$13M +$677K +13,555 +6%
B
305
Bailard
California
$12.8M -$347K -6,950 -3%
PA
306
Paracle Advisors
Washington
$12.8M -$572K -11,460 -4%
FNT
307
First Nebraska Trust
Nebraska
$12.8M +$77.9K +1,560 +0.6%
G
308
GenTrust
Florida
$12.8M +$12.7M +255,255 New
GLLW
309
Graves Light Lenhart Wealth
Virginia
$12.7M +$136K +2,725 +1%
PI
310
Pachira Investments
California
$12.6M +$483K +9,670 +4%
SF
311
Symphony Financial
Texas
$12.5M +$6.16M +123,255 +245%
TCOV
312
Trust Company of Vermont
Vermont
$12.4M -$330K -6,605 -3%
TF
313
Tompkins Financial
New York
$12.4M +$1.69M +33,865 +17%
TPCW
314
TD Private Client Wealth
New York
$12.4M +$446K +8,935 +4%
SW
315
SVB Wealth
Massachusetts
$12.3M -$999K -20,000 -8%
MSA
316
Marino Stram & Associates
Massachusetts
$12.3M -$100K -2,005 -0.8%
CWAF
317
Core Wealth Advisors (Florida)
Florida
$12.3M +$743K +14,875 +7%
GL
318
Graypoint LLC
New York
$12.3M +$37.3M +747,730 +748%
KWMG
319
King Wealth Management Group
Florida
$12.1M +$9.73M +194,860 +508%
MW
320
MBL Wealth
North Carolina
$12.1M +$639K +12,805 +6%
CA
321
Calton & Associates
Florida
$12M -$6.14M -122,875 -35%
FFS
322
Founders Financial Securities
Maryland
$12M +$2.8M +56,040 +32%
NC
323
NewSquare Capital
Pennsylvania
$12M +$36.2K +725 +0.3%
AAS
324
Avantax Advisory Services
Texas
$11.9M +$1.88M +37,715 +20%
WWM
325
Western Wealth Management
Colorado
$11.9M -$43.7K -875 -0.4%

IJH Hedge Fund Activity: Q1 2021 in Review

1,617 of the 5,696 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 590 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.

  • 1,617 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.