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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
GIA
351
Gladstone Institutional Advisory
Florida
$10.5M +$48.4K +970 +0.5%
AA
352
Ancora Advisors
Ohio
$10.4M +$660K +13,220 +7%
FHC
353
First Horizon Corporation
Tennessee
$10.2M -$631K -12,640 -6%
CFA
354
Carroll Financial Associates
North Carolina
$10.2M -$13.2K -265 -0.1%
TRCT
355
Tower Research Capital (TRC)
New York
$10.2M -$2.77M -55,565 -22%
MCG
356
MACRO Consulting Group
New Jersey
$10.1M -$2.43M -48,680 -20%
OWA
357
One Wealth Advisors
California
$10.1M -$2.65M -53,130 -22%
IF
358
Ironwood Financial
Arizona
$10.1M +$2.37M +47,550 +33%
N
359
Natixis
France
$10M +$802K +16,065 +9%
PMG
360
ProVise Management Group
Florida
$9.94M -$190K -3,810 -2%
RhumbLine Advisers
361
RhumbLine Advisers
Massachusetts
$9.91M -$6.22M -124,640 -40%
CNC
362
Citizens & Northern Corp
Pennsylvania
$9.9M -$1.05M -20,965 -10%
CA
363
Centerpoint Advisors
Massachusetts
$9.87M +$239K +4,790 +3%
RDFA
364
Ritter Daniher Financial Advisory
Ohio
$9.81M +$153K +3,065 +2%
EWM
365
Evercore Wealth Management
New York
$9.79M +$413K +8,270 +5%
BCI
366
Brinker Capital Investments
Pennsylvania
$9.73M +$9.07M +181,690 +3,497%
TCBWMS
367
Texas Capital Bank Wealth Management Services
Texas
$9.71M -$34.5K -690 -0.4%
LSERS
368
Louisiana State Employees Retirement System
Louisiana
$9.6M -$4.44M -89,000 -33%
APW
369
Acima Private Wealth
Virginia
$9.54M -$523K -10,480 -5%
GC
370
Grimes & Company
Massachusetts
$9.51M +$54.4K +1,090 +0.6%
PGWM
371
Parisi Gray Wealth Management
New Jersey
$9.48M -$206K -4,130 -2%
JAG
372
Journey Advisory Group
Kentucky
$9.48M +$34.2K +685 +0.4%
WCM
373
Windsor Capital Management
Arizona
$9.45M -$1.14M -22,770 -11%
TCM
374
Traynor Capital Management
Pennsylvania
$9.35M +$687K +13,750 +8%
HR
375
Hardy Reed
Mississippi
$9.34M +$578K +11,580 +7%

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.