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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
RWRC
401
R.W. Roge & Company
New York
$8.73M -$626K -12,530 -7%
TCM
402
Towercrest Capital Management
Pennsylvania
$8.72M -$491K -9,840 -6%
JWBC
403
J.W. Burns & Co
New York
$8.71M +$88.4K +1,770 +1%
LWA
404
LWS Wealth Advisors
New Jersey
$8.7M -$2.88M -57,595 -26%
ISB
405
Iowa State Bank
Iowa
$8.7M +$946K +18,940 +13%
CAC
406
Certified Advisory Corp
Florida
$8.66M +$8.31M +166,325 New
MG
407
Mather Group
Illinois
$8.55M -$80.7K -1,615 -1%
Prudential Financial
408
Prudential Financial
New Jersey
$8.53M +$116K +2,315 +1%
APA
409
American Portfolios Advisors
New York
$8.38M +$4.64M +92,965 +137%
Chevy Chase Trust
410
Chevy Chase Trust
Maryland
$8.37M -$457K -9,160 -5%
RSVP
411
Ramsay Stattman Vela & Price
Colorado
$8.29M -$9.99K -200 -0.1%
CIBC World Market
412
CIBC World Market
Ontario, Canada
$8.21M -$133K -2,665 -2%
William Blair & Company
413
William Blair & Company
Illinois
$8.19M -$854K -17,095 -10%
MCM
414
Magnolia Capital Management
New York
$8.02M
AA
415
Argent Advisors
Louisiana
$7.97M +$131K +2,630 +2%
EWA
416
Exencial Wealth Advisors
Oklahoma
$7.94M +$45.2K +905 +0.6%
BOTW
417
Bank of the West
California
$7.89M +$85.9K +1,720 +1%
SFS
418
Sowell Financial Services
Arkansas
$7.84M +$3.83M +76,720 +115%
GA
419
GFS Advisors
Texas
$7.79M -$453K -9,075 -6%
BBHBI
420
B, B, H, & B Inc
Alabama
$7.78M +$4.78M +95,750 +178%
KTC
421
Kistler-Tiffany Companies
Pennsylvania
$7.78M -$160K -3,210 -2%
DCM
422
DeGreen Capital Management
Arizona
$7.73M -$199K -3,985 -2%
FDCDDQ
423
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.7M +$966K +19,345 +15%
ERWM
424
Elk River Wealth Management
Colorado
$7.65M +$1.41M +28,245 +24%
BWA
425
Bordeaux Wealth Advisors
California
$7.64M -$1.22M -24,410 -14%

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.