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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
RDFA
376
Ritter Daniher Financial Advisory
Ohio
$11.1M +$54K +970 +0.5%
Principal Financial Group
377
Principal Financial Group
Iowa
$11.1M +$2.34M +42,000 +27%
GPA
378
Guidance Point Advisors
Massachusetts
$10.9M +$225K +4,045 +2%
LC
379
Lindbrook Capital
California
$10.9M +$10.7M +192,700 New
TC
380
TAP Consulting
Missouri
$10.9M +$493K +8,850 +5%
PPW
381
PACK Private Wealth
Minnesota
$10.9M +$10.7M +192,260 New
BCM
382
Brookstone Capital Management
Illinois
$10.8M -$3.59M -64,410 -25%
PCFFS
383
Pacific Center for Financial Services
California
$10.7M +$264K +4,740 +3%
ISWM
384
Independent Solutions Wealth Management
New York
$10.7M -$178K -3,195 -2%
NAM
385
NorthCrest Asset Manangement
Minnesota
$10.7M +$10.5M +189,070 New
CB
386
Community Bank
New York
$10.7M +$88.5K +1,590 +0.8%
TC
387
Titleist Capital
Texas
$10.6M +$10.5M +187,905 New
SIC
388
Sterling Investment Counsel
New York
$10.6M +$10.4M +187,480 New
Millennium Management
389
Millennium Management
New York
$10.6M +$2.79M +50,195 +37%
MWM
390
Marietta Wealth Management
Georgia
$10.6M +$198K +3,550 +2%
ANTB
391
AMG National Trust Bank
Colorado
$10.5M +$58.7K +1,055 +0.6%
KPWS
392
Kestra Private Wealth Services
Texas
$10.5M +$2.54M +45,695 +33%
AWM
393
Avior Wealth Management
Nebraska
$10.5M +$202K +3,635 +2%
TCBWMS
394
Texas Capital Bank Wealth Management Services
Texas
$10.5M +$42.6K +765 +0.4%
HR
395
Hardy Reed
Mississippi
$10.4M +$62.9K +1,130 +0.6%
TC
396
Telemus Capital
Michigan
$10.4M +$186K +3,340 +2%
GC
397
Grimes & Company
Massachusetts
$10.4M -$14.8K -265 -0.1%
LC
398
LTG Capital
Massachusetts
$10.3M +$10.2M +182,580 New
BWM
399
Boyd Wealth Management
California
$10.3M +$10.1M +181,775 New
CWA
400
Clarity Wealth Advisors
California
$10.3M +$114K +2,040 +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.