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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
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$384M +$32.4M +582,080 +9%
US Bancorp
27
US Bancorp
Minnesota
$364M +$208M +3,729,720 +138%
CAM
28
Cresset Asset Management
Illinois
$360M +$35.3M +634,680 +11%
USAA
29
United Services Automobile Association
Texas
$354M -$10.8M -194,570 -3%
Victory Capital Management
30
Victory Capital Management
Texas
$348M -$10.3M -185,055 -3%
V
31
Veritable
Delaware
$328M +$2.99M +53,635 +0.9%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$276M +$19M +341,970 +8%
AA
33
Alesco Advisors
New York
$275M -$4.58M -82,265 -2%
CCA
34
Catalyst Capital Advisors
New York
$274M +$13.1M +235,380 +5%
MRC
35
Millburn Ridgefield Corp
New York
$274M +$13.1M +235,380 +5%
TA
36
Tiedemann Advisors
New York
$267M +$13.3M +238,960 +5%
Creative Planning
37
Creative Planning
Kansas
$253M -$3.1M -55,740 -1%
MERSOM
38
Municipal Employees' Retirement System of Michigan
Michigan
$253M +$886K +15,910 +0.4%
HT
39
Hefren-Tillotson
Pennsylvania
$242M +$2.46M +44,150 +1%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$230M +$10.8M +193,160 +5%
WANY
41
Wealthspire Advisors (New York)
New York
$205M -$123M -2,214,430 -38%
Members Trust
42
Members Trust
Florida
$202M +$2.88M +51,670 +1%
Osaic Holdings
43
Osaic Holdings
Arizona
$167M +$4.14M +74,445 +3%
UB
44
UMB Bank
Missouri
$166M +$2.72M +48,855 +2%
Stifel Financial
45
Stifel Financial
Missouri
$164M +$15M +269,085 +10%
Franklin Resources
46
Franklin Resources
California
$164M +$1.95M +34,970 +1%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$156M +$496K +8,910 +0.3%
SW
48
SVB Wealth
Massachusetts
$146M +$3.5M +62,955 +3%
HNB
49
Huntington National Bank
Ohio
$144M -$3.79M -68,105 Closed
HighTower Advisors
50
HighTower Advisors
Illinois
$143M +$42.6M +765,350 +44%

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.