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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
FWIA
326
Fort Washington Investment Advisors
Ohio
$13.8M -$1.34M -24,140 -9%
FDCDDQ
327
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.8M +$2.04M +36,585 +18%
Squarepoint
328
Squarepoint
New York
$13.8M -$829K -14,885 -6%
WH
329
Whitcomb & Hess
Ohio
$13.5M +$1.01M +18,105 +8%
OPS
330
Orion Portfolio Solutions
Nebraska
$13.5M -$195K -3,510 -1%
P
331
&Partners
Tennessee
$13.4M +$473K +8,500 +4%
PI
332
Pachira Investments
California
$13.3M +$322K +5,780 +3%
AA
333
Ancora Advisors
Ohio
$13.3M +$959K +17,220 +8%
AWM
334
AAF Wealth Management
Massachusetts
$13.2M +$82.7K +1,485 +0.6%
EFA
335
Evernest Financial Advisors
Indiana
$13.2M +$13.1M +234,690 New
WWM
336
Windsor Wealth Management
Indiana
$13.1M -$36.5K -655 -0.3%
G
337
GenTrust
Florida
$13.1M -$383K -6,885 -3%
JFGIW
338
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.1M -$130K -2,340 -1%
Mercer Global Advisors
339
Mercer Global Advisors
Colorado
$12.8M +$298K +5,350 +2%
MIM
340
MetLife Investment Management
New Jersey
$12.8M +$12.6M +225,500 New
ISB
341
Iowa State Bank
Iowa
$12.8M +$2.54M +45,585 +25%
IWMA
342
Ironwood Wealth Management (Arizona)
Arizona
$12.7M +$82.1K +1,475 +0.7%
IF
343
Ironwood Financial
Arizona
$12.7M +$433K +7,780 +4%
RJT
344
Raymond James Trust
Florida
$12.6M -$275K -4,945 -2%
CWM
345
Curi Wealth Management
North Carolina
$12.5M +$2.17M +38,955 +21%
FCI
346
Financial Counselors Inc
Kansas
$12.5M -$8.46M -152,045 -41%
AllianceBernstein
347
AllianceBernstein
Tennessee
$12.5M +$9.16M +164,500 +294%
NCM
348
Neumann Capital Management
California
$12.3M +$139K +2,505 +1%
PI
349
PFS Investments
Georgia
$12.3M +$645K +11,580 +6%
UWPG
350
Ullmann Wealth Partners Group
Florida
$12.3M +$1.29M +23,205 +12%

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.