We are live on ! Find out more
IJH icon

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
KPWG
501
KFA Private Wealth Group
Virginia
$6.67M +$365K +6,550 +6%
SFG
502
Summit Financial Group
West Virginia
$6.65M +$303K +5,440 +5%
CFB
503
Cullen/Frost Bankers
Texas
$6.65M -$2.49M -44,790 -28%
IA
504
IFS Advisors
Kansas
$6.58M -$1.67M -29,915 -20%
TFA
505
Trinity Financial Advisors
Ohio
$6.55M +$6.44M +115,655 New
PB
506
Pinnacle Bancorp
Nebraska
$6.48M +$119K +2,130 +2%
BTWM
507
Baker Tilly Wealth Management
Wisconsin
$6.48M +$6.08M +109,140 +2,077%
OHWP
508
Oak Harbor Wealth Partners
North Carolina
$6.47M +$6.36M +114,330 New
GFS
509
GYL Financial Synergies
Connecticut
$6.42M +$753K +13,530 +14%
CFO
510
CVA Family Office
Colorado
$6.41M +$3.32M +59,695 +112%
APA
511
American Portfolios Advisors
New York
$6.4M +$2.41M +43,365 +62%
DC
512
Davenport & Co
Virginia
$6.37M +$113K +2,030 +2%
GT
513
Glenview Trust
Kentucky
$6.35M +$1.36M +24,390 +28%
SFP
514
Sterling Financial Planning
New Jersey
$6.34M -$275K -4,935 -4%
CI
515
Cambiar Investors
Colorado
$6.31M +$3.06M +54,905 +97%
SFA
516
Sequoia Financial Advisors
Ohio
$6.31M +$3.69M +66,270 +147%
CTA
517
Colonial Trust Advisors
South Carolina
$6.28M +$25.3K +455 +0.4%
CWM
518
Cornerstone Wealth Management
Missouri
$6.25M +$567K +10,195 +10%
CSA
519
Cottage Street Advisors
Massachusetts
$6.25M +$95.2K +1,710 +2%
FFWA
520
FRG Family Wealth Advisors
Washington
$6.24M -$203K -3,655 -3%
IF
521
Intrua Financial
Texas
$6.23M +$49K +880 +0.8%
DJYG
522
David J. Yvars Group
Florida
$6.21M -$458K -8,220 -7%
MIAN
523
Mariner Independent Advisor Network
Kansas
$6.21M -$674K -12,100 -10%
SSWM
524
Sheets Smith Wealth Management
North Carolina
$6.19M
SXL
525
Summit X LLC
Missouri
$6.16M +$273K +4,900 +5%

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.