We are live on ! Find out more
IJH icon

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
William Blair & Company
401
William Blair & Company
Illinois
$10.2M +$1.44M +25,785 +17%
MWP
402
Madison Wealth Partners
Wisconsin
$10.2M +$593K +10,660 +6%
JA
403
JVL Associates
Michigan
$10.1M -$185K -3,320 -2%
CB
404
Commerce Bank
Missouri
$10M -$518K -9,310 -5%
RFO
405
RiverGlades Family Offices
Florida
$10M +$136K +2,445 +1%
WCM
406
Windsor Capital Management
Arizona
$9.98M +$269K +4,840 +3%
RWG
407
Ratio Wealth Group
Colorado
$9.95M +$326K +5,855 +3%
IFG
408
Independent Financial Group
California
$9.89M +$430K +7,725 +5%
AA
409
Argent Advisors
Louisiana
$9.74M +$248K +4,455 +3%
CIBC World Market
410
CIBC World Market
Ontario, Canada
$9.73M +$881K +15,825 +10%
FSA
411
Financial Sense Advisors
California
$9.72M -$728K -13,070 -7%
RWMH
412
Riverpoint Wealth Management Holdings
Illinois
$9.6M -$154K -2,775 -2%
JWBC
413
J.W. Burns & Co
New York
$9.59M -$30.6K -550 -0.3%
SIAM
414
Sterling Investment Advisors (Missouri)
Missouri
$9.52M -$46.5K -835 -0.5%
GA
415
GFS Advisors
Texas
$9.51M +$46.5K +835 +0.5%
RCAG
416
Rehmann Capital Advisory Group
Michigan
$9.43M -$136K -2,440 -1%
ATPW
417
Ashton Thomas Private Wealth
Arizona
$9.17M +$6.7M +120,300 +289%
MA
418
MUFG Americas
New York
$9.13M -$149K -2,685 -2%
Chevy Chase Trust
419
Chevy Chase Trust
Maryland
$9.11M +$120K +2,150 +1%
FAIM
420
Financial Advocates Investment Management
Washington
$9.09M +$890K +15,990 +11%
FMP
421
Financial Management Professionals
Texas
$9.07M +$8.92M +160,175 New
JIP
422
Jaffetilchin Investment Partners
Florida
$9.05M +$687K +12,340 +8%
ABC
423
Associated Banc-Corp
Wisconsin
$9.04M +$39K +700 +0.4%
AWM
424
Avondale Wealth Management
Texas
$9.04M -$163K -2,935 -2%
SLT
425
St Louis Trust
Missouri
$9.03M +$817K +14,675 +10%

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.