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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
SCM
501
SOL Capital Management
Maryland
$5.78M +$130K +2,610 +2%
CWM
502
Curi Wealth Management
North Carolina
$5.71M +$696K +13,930 +15%
PAM
503
Private Asset Management
California
$5.69M +$188K +3,765 +4%
CSA
504
Cottage Street Advisors
Massachusetts
$5.68M -$87.4K -1,750 -2%
Brown Advisory
505
Brown Advisory
Maryland
$5.68M -$13.5K -270 -0.2%
HFA
506
High Falls Advisors
New York
$5.67M -$5.33M -106,810 -50%
SSWM
507
Sheets Smith Wealth Management
North Carolina
$5.67M +$9.49K +190 +0.2%
MIAN
508
Mariner Independent Advisor Network
Kansas
$5.66M -$667K -13,355 -11%
TCM
509
Telos Capital Management
California
$5.65M -$127K -2,540 -2%
CWM
510
Capital Wealth Management
Rhode Island
$5.64M -$172K -3,440 -3%
CIR
511
Clear Investment Research
Georgia
$5.58M -$341K -6,820 -6%
CTA
512
Colonial Trust Advisors
South Carolina
$5.57M -$104K -2,090 -2%
BCM
513
Boltwood Capital Management
California
$5.56M -$106K -2,125 -2%
SWA
514
SOA Wealth Advisors
New York
$5.53M -$291K -5,820 -5%
PFA
515
Pure Financial Advisors
California
$5.46M -$845K -16,925 -14%
VFP
516
Verus Financial Partners
Virginia
$5.44M -$353K -7,060 -6%
VVP
517
Venture Visionary Partners
Ohio
$5.41M +$1.16M +23,210 +29%
LF
518
LifeSteps Financial
California
$5.39M -$109K -2,180 -2%
CC
519
Cedar Capital
Illinois
$5.37M -$629K -12,590 -11%
ST
520
Spinnaker Trust
Maine
$5.29M +$198K +3,955 +4%
IWAG
521
Integer Wealth Advisors Group
Georgia
$5.24M -$447K -8,955 -8%
PTC
522
Private Trust Company
Ohio
$5.24M -$164K -3,290 -3%
HWA
523
Heritage Way Advisors
Illinois
$5.24M +$101K +2,020 +2%
APSP
524
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.23M -$433K -8,665 -8%
AF
525
AtlasMark Financial
Texas
$5.19M +$60.4K +1,210 +1%

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.