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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
IA
476
IFP Advisors
Florida
$6.34M -$9.31M -186,405 -61%
MI
477
Moneywise Inc
Virginia
$6.31M -$174K -3,475 -3%
FWM
478
Frontier Wealth Management
Missouri
$6.27M -$48.2K -965 -0.8%
DAS
479
Dynamic Advisor Solutions
Arizona
$6.26M -$45.9K -920 -0.8%
CCM
480
Coldstream Capital Management
Washington
$6.22M -$78.7K -1,575 -1%
CIAS
481
Capital Investment Advisory Services
North Carolina
$6.18M +$688K +13,785 +13%
CFC
482
Coyle Financial Counsel
Illinois
$6.13M +$190K +3,805 +3%
MPCG
483
Matrix Private Capital Group
New York
$6.13M +$1.2M +24,045 +26%
SFG
484
Summit Financial Group
West Virginia
$6.12M -$596K -11,925 -9%
MA
485
Montag & Associates
Georgia
$6.08M +$468K +9,370 +9%
DJYG
486
David J. Yvars Group
Florida
$6.06M -$99.6K -1,995 -2%
PBF
487
Petix & Botte Financial
California
$6.05M -$30.7K -615 -0.5%
FWM
488
ForthRight Wealth Management
Georgia
$6.05M -$368K -7,370 -6%
HCMT
489
Highland Capital Management (Tennessee)
Tennessee
$6.02M -$126K -2,515 -2%
Susquehanna International Group
490
Susquehanna International Group
Pennsylvania
$6.01M +$2.2M +44,035 +62%
PGFC
491
Peapack-Gladstone Financial Corp
New Jersey
$5.96M +$3.82M +76,540 +202%
FC
492
FCA Corp
Texas
$5.91M -$14.2K -285 -0.3%
NCM
493
Novare Capital Management
North Carolina
$5.91M +$460K +9,205 +9%
FFWA
494
FRG Family Wealth Advisors
Washington
$5.88M +$47.4K +950 +0.8%
PB
495
Pinnacle Bancorp
Nebraska
$5.88M +$6.99K +140 +0.1%
IF
496
Intrua Financial
Texas
$5.87M +$5.32M +106,530 New
OIA
497
OneDigital Investment Advisors
Kansas
$5.86M -$76.7K -1,535 -1%
NNP
498
Nachman Norwood & Parrott
South Carolina
$5.83M -$47.9K -960 -0.9%
TA
499
Tectonic Advisors
Texas
$5.82M -$66.9K -1,340 -1%
AWM
500
Atticus Wealth Management
Florida
$5.82M +$1.85M +37,130 +50%

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.