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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
1SB
301
1ST Source Bank
Indiana
$15.8M +$267K +4,805 +2%
GT
302
Glenmede Trust
Pennsylvania
$15.7M +$204K +3,665 +1%
FNBOH
303
First National Bank of Hutchinson
Kansas
$15.6M -$504K -9,055 -3%
VFIC
304
Valley Forge Investment Consultants
Pennsylvania
$15.5M +$2.67M +47,940 +21%
MFC
305
Mechanics Financial Corp
Ohio
$15.4M +$15.2M +272,270 New
NC
306
NewSquare Capital
Pennsylvania
$15.4M +$1.5M +27,025 +11%
BCI
307
Brinker Capital Investments
Pennsylvania
$15.2M +$6.83M +122,785 +84%
SF
308
Symphony Financial
Texas
$15M +$5.17M +92,855 +54%
SG
309
StoneX Group
New York
$14.9M +$1.48M +26,525 +11%
GIA
310
Gladstone Institutional Advisory
Florida
$14.9M +$712K +12,785 +5%
FNT
311
First Nebraska Trust
Nebraska
$14.8M +$205K +3,680 +1%
CA
312
Crumly & Associates
Illinois
$14.4M +$7.35M +132,095 +92%
WWM
313
Western Wealth Management
Colorado
$14.3M +$14.1M +253,225 New
LIM
314
Leavell Investment Management
Alabama
$14.3M -$52.9K -950 -0.4%
LNC
315
Lincoln National Corp
Pennsylvania
$14.2M +$1.58M +28,410 +13%
HCM
316
Highview Capital Management
Illinois
$14.1M +$13.9M +249,755 New
TF
317
Tompkins Financial
New York
$14.1M -$191K -3,425 -1%
TCM
318
Traynor Capital Management
Pennsylvania
$14.1M +$759K +13,635 +6%
B
319
Bailard
California
$14.1M +$333K +5,975 +2%
DWA
320
Divergent Wealth Advisors
Utah
$14.1M -$2.82M -50,740 -17%
BWP
321
BSW Wealth Partners
Colorado
$14M -$201K -3,610 -1%
AMG
322
Asset Management Group
Connecticut
$13.9M -$87.4K -1,570 -0.6%
MSA
323
Marino Stram & Associates
Massachusetts
$13.9M +$118K +2,125 +0.9%
TCOV
324
Trust Company of Vermont
Vermont
$13.9M +$30.9K +555 +0.2%
CWAF
325
Core Wealth Advisors (Florida)
Florida
$13.8M +$192K +3,455 +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.