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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
SLT
426
St Louis Trust
Missouri
$7.54M +$864K +17,300 +14%
HF
427
Halpern Financial
Virginia
$7.51M -$311K -6,235 -4%
BAIA
428
Bel Air Investment Advisors
California
$7.48M +$7.18M +143,740 New
MC
429
Middleton & Co
Massachusetts
$7.43M +$184K +3,690 +3%
JF
430
Jump Financial
Illinois
$7.39M +$7.09M +142,025 New
BA
431
Bellwether Advisors
Nebraska
$7.38M -$44.7K -895 -0.6%
BBNA
432
Bremer Bank National Association
Minnesota
$7.37M -$562K -11,250 -7%
GRP
433
Global Retirement Partners
California
$7.34M -$143K -2,855 -2%
RWP
434
RWA Wealth Partners
Massachusetts
$7.29M -$1.2M -23,960 -15%
BOH
435
Bank of Hawaii
Hawaii
$7.25M -$3.61M -72,245 -34%
PFA
436
Pinnacle Family Advisors
Missouri
$7.23M +$4.97M +99,490 +252%
PP
437
Palladium Partners
Virginia
$7.18M -$159K -3,190 -2%
MCWS
438
McKinley Carter Wealth Services
West Virginia
$7.18M -$213K -4,270 -3%
MWP
439
Madison Wealth Partners
Wisconsin
$7.17M -$29K -580 -0.4%
JWCA
440
J.W. Cole Advisors
Florida
$7.16M -$658K -13,180 -9%
FC
441
Ferris Capital
Massachusetts
$7.14M +$266K +5,320 +4%
PFA
442
Pettinga Financial Advisors
Indiana
$7.13M -$632K -12,665 -8%
EIP
443
Ellis Investment Partners
Pennsylvania
$7.13M +$1.4M +27,970 +26%
IA
444
IFS Advisors
Kansas
$7.13M +$2.18M +43,615 +47%
WAOI
445
Wealth Advisors of Iowa
Iowa
$7.1M +$63M +1,260,840 +1,254%
SCA
446
Snowden Capital Advisors
New York
$7.09M +$203K +4,070 +3%
KPWG
447
KFA Private Wealth Group
Virginia
$7.04M +$144K +2,890 +2%
FFG
448
Ford Financial Group
California
$7.03M +$110K +2,200 +2%
NL
449
NWAM LLC
Washington
$7.02M +$318K +6,375 +5%
CIC
450
Cornercap Investment Counsel
Georgia
$7M -$13.4M -268,340 -67%

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.