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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
IFG
451
Independent Financial Group
California
$6.92M +$2.88M +57,580 +76%
CS
452
Credit Suisse
Switzerland
$6.92M +$4.48M +89,630 +207%
IA
453
IFG Advisory
Georgia
$6.89M -$199K -3,975 -3%
GIA
454
GHP Investment Advisors
Colorado
$6.89M -$504K -10,085 -7%
IWM
455
IHT Wealth Management
Illinois
$6.88M -$503K -10,080 -7%
CAGAS
456
Capital Advisory Group Advisory Services
Minnesota
$6.84M -$3K -60 -0%
WHG
457
Westwood Holdings Group
Texas
$6.81M -$775K -15,515 -11%
ACM
458
Armbruster Capital Management
New York
$6.78M -$568K -11,375 -8%
KFS
459
Kelly Financial Services
Massachusetts
$6.71M -$243K -4,875 -4%
MAFM
460
Mid Atlantic Financial Management
Pennsylvania
$6.67M +$39.5K +790 +0.6%
NGA
461
Naples Global Advisors
Florida
$6.66M -$64.4K -1,290 -1%
CFGS
462
Concourse Financial Group Securities
Alabama
$6.65M -$71.9K -1,440 -1%
PWW
463
Pettyjohn Wood & White
Virginia
$6.61M +$4.74K +95 +0.1%
SSW
464
Smith Shellnut Wilson
Mississippi
$6.61M -$266K -5,335 -4%
KPWS
465
Kestra Private Wealth Services
Texas
$6.61M +$155K +3,095 +2%
FAIM
466
Financial Advocates Investment Management
Washington
$6.58M -$109K -2,185 -2%
SFP
467
Sterling Financial Planning
New Jersey
$6.56M -$1.02M -20,400 -14%
JIP
468
Jaffetilchin Investment Partners
Florida
$6.48M +$3.2M +64,110 +106%
HWA
469
Heritage Wealth Advisors
Virginia
$6.47M -$7.74K -155 -0.1%
TFCP
470
Twin Focus Capital Partners
Massachusetts
$6.46M -$73.9K -1,480 -1%
ECM
471
Exchange Capital Management
Michigan
$6.43M +$700K +14,010 +13%
KOMWMG
472
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.43M +$221K +4,430 +4%
CA
473
Crumly & Associates
Illinois
$6.39M +$1.71M +34,180 +39%
HH
474
Hilltop Holdings
Texas
$6.35M +$490K +9,805 +9%
KPCM
475
Kings Point Capital Management
New York
$6.35M +$997K +19,955 +20%

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.