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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
ANTB
376
AMG National Trust Bank
Colorado
$9.33M +$87.6K +1,755 +1%
MA
377
MUFG Americas
New York
$9.26M -$857K -17,160 -9%
AWM
378
Avior Wealth Management
Nebraska
$9.25M -$543K -10,880 -6%
UWPG
379
Ullmann Wealth Partners Group
Florida
$9.25M +$845K +16,930 +11%
USAA
380
United Services Automobile Association
Texas
$9.24M -$70.7K -1,415 -0.8%
Principal Financial Group
381
Principal Financial Group
Iowa
$9.23M -$756K -15,140 -8%
FNBT
382
FineMark National Bank & Trust
Florida
$9.22M +$1.43M +28,645 +19%
CFB
383
Cullen/Frost Bankers
Texas
$9.18M -$374K -7,495 -4%
RWMH
384
Riverpoint Wealth Management Holdings
Illinois
$9.16M -$197K -3,935 -2%
VFIC
385
Valley Forge Investment Consultants
Pennsylvania
$9.09M +$1.85M +36,985 +27%
RWG
386
Ratio Wealth Group
Colorado
$9.07M +$994K +19,900 +13%
RFO
387
RiverGlades Family Offices
Florida
$9.02M -$25.7K -515 -0.3%
BRWA
388
B. Riley Wealth Advisors
Florida
$8.99M +$6.09M +121,905 +235%
HA
389
HYA Advisors
Missouri
$8.98M -$25.7K -515 -0.3%
GPA
390
Guidance Point Advisors
Massachusetts
$8.98M -$95.6K -1,915 -1%
TC
391
TAP Consulting
Missouri
$8.9M +$781K +15,645 +10%
MSA
392
Mason Street Advisors
Wisconsin
$8.85M -$5.19M -104,000 -38%
EBT
393
Enterprise Bank & Trust
Massachusetts
$8.85M +$5.26M +105,285 +163%
AWM
394
Avondale Wealth Management
Texas
$8.84M +$226K +4,525 +3%
MWM
395
Marietta Wealth Management
Georgia
$8.83M -$359K -7,190 -4%
Bank Julius Baer & Co
396
Bank Julius Baer & Co
Switzerland
$8.82M -$859K -17,200 -9%
JA
397
JVL Associates
Michigan
$8.81M +$242K +4,840 +3%
PCFFS
398
Pacific Center for Financial Services
California
$8.8M +$365K +7,310 +5%
SIAM
399
Sterling Investment Advisors (Missouri)
Missouri
$8.77M -$385K -7,715 -4%
CWA
400
Clarity Wealth Advisors
California
$8.77M +$87.4K +1,750 +1%

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.