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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
ZIM
451
Zacks Investment Management
Illinois
$7.78M +$1.07M +19,290 +16%
IA
452
IFP Advisors
Florida
$7.73M +$158K +2,845 +2%
RVPG
453
Relative Value Partners Group
$7.72M +$1.81M +32,490 +31%
CWM
454
Congress Wealth Management
Massachusetts
$7.72M +$7.59M +136,375 New
HA
455
HYA Advisors
Missouri
$7.7M -$861K -15,475 -10%
SCA
456
Snowden Capital Advisors
New York
$7.65M +$129K +2,320 +2%
MCM
457
Magnolia Capital Management
New York
$7.64M -$201K -3,605 -3%
BA
458
Bellwether Advisors
Nebraska
$7.58M -$140K -2,520 -2%
CPW
459
Crestmont Private Wealth
Texas
$7.55M +$7.42M +133,330 New
WB
460
WesBanco Bank
West Virginia
$7.54M -$95.2K -1,710 -1%
HCWM
461
Harrison & Co Wealth Management
Virginia
$7.53M +$7.41M +133,080 New
SAM
462
Smithbridge Asset Management
Pennsylvania
$7.49M -$169K -3,035 -2%
GIA
463
GHP Investment Advisors
Colorado
$7.49M -$11.7K -210 -0.2%
BOH
464
Bank of Hawaii
Hawaii
$7.47M
OWA
465
One Wealth Advisors
California
$7.46M -$731K -13,125 -9%
CA
466
CoreCap Advisors
Michigan
$7.42M +$7.29M +131,045 New
RIA
467
Richwood Investment Advisors
Ohio
$7.42M +$7.29M +131,010 New
MG
468
Mather Group
Illinois
$7.4M +$828K +14,880 +13%
WHG
469
Westwood Holdings Group
Texas
$7.39M +$241K +4,325 +3%
OFG
470
Omega Financial Group
California
$7.37M +$682K +12,250 +10%
HWA
471
Heritage Way Advisors
Illinois
$7.36M +$722K +12,965 +11%
PBF
472
Petix & Botte Financial
California
$7.36M -$6.65M -119,395 -48%
KPCM
473
Kings Point Capital Management
New York
$7.34M +$414K +7,430 +6%
CIAS
474
Capital Investment Advisory Services
North Carolina
$7.33M +$262K +4,705 +4%
NGA
475
Naples Global Advisors
Florida
$7.27M +$130K +2,340 +2%

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.