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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
DWA
326
Divergent Wealth Advisors
Utah
$11.9M -$1.04M -20,845 -8%
NCM
327
Neumann Capital Management
California
$11.8M -$184K -3,680 -2%
SAG
328
Spotlight Asset Group
Illinois
$11.7M -$1.51M -30,280 -12%
MBT
329
Montecito Bank & Trust
California
$11.6M -$934K -18,705 -8%
WAG
330
Winthrop Advisory Group
Massachusetts
$11.6M +$1.28M +25,690 +13%
FMN
331
Financial Management Network
California
$11.6M -$532K -10,660 -5%
AWM
332
AAF Wealth Management
Massachusetts
$11.4M +$306K +6,120 +3%
ISWM
333
Independent Solutions Wealth Management
New York
$11.4M -$110K -2,205 -1%
FPFS
334
First Personal Financial Services
North Carolina
$11.3M -$628K -12,570 -5%
CB
335
Community Bank
New York
$11.3M -$1.02M -20,415 -9%
QI
336
QS Investors
New York
$11.2M -$18.3M -367,150 -63%
OGF
337
Orin Green Financial
California
$11.2M -$1.67M -33,465 -13%
NFG
338
Next Financial Group
Texas
$11.2M -$881K -17,640 -8%
WWM
339
Windsor Wealth Management
Indiana
$11.1M +$3.36M +67,225 +46%
ST
340
Smithfield Trust
Pennsylvania
$11M -$269K -5,385 -2%
WS
341
Wela Strategies
Georgia
$11M -$1.09M -21,895 -9%
JFGIW
342
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.9M -$311K -6,230 -3%
PBO
343
Peoples Bank (Ohio)
Ohio
$10.9M +$556K +11,140 +6%
CGA
344
Crescent Grove Advisors
Illinois
$10.9M +$825K +16,515 +9%
CB
345
Commerce Bank
Missouri
$10.8M +$2.29M +45,800 +28%
EWA
346
Encompass Wealth Advisors
Oregon
$10.7M +$2.78M +55,730 +39%
NAM
347
NTV Asset Management
West Virginia
$10.7M -$618K -12,375 -6%
P
348
&Partners
Tennessee
$10.6M +$817K +16,350 +9%
NA
349
NewEdge Advisors
Louisiana
$10.6M -$3.25K -65 -0%
SG
350
StoneX Group
New York
$10.5M +$1.04M +20,905 +12%

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.