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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
ZIM
526
Zacks Investment Management
Illinois
$5.11M +$218K +4,360 +5%
AWAP
527
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$5.11M +$1.59M +31,820 +48%
PWP
528
Personal Wealth Partners
Minnesota
$5.09M -$2.89M -57,940 -37%
CNBTD
529
Citizens National Bank Trust Department
Mississippi
$5.04M -$152K -3,045 -3%
TVAMP
530
Tennessee Valley Asset Management Partners
Tennessee
$4.96M -$130K -2,595 -3%
GFS
531
GYL Financial Synergies
Connecticut
$4.96M +$263K +5,275 +6%
CT
532
Coastline Trust
Rhode Island
$4.96M -$11.2K -225 -0.2%
WCM
533
Washburn Capital Management
Florida
$4.93M +$488K +9,775 +11%
AWM
534
Altavista Wealth Management
North Carolina
$4.93M +$10.5K +210 +0.2%
CCT
535
Country Club Trust
Missouri
$4.87M +$21.5K +430 +0.5%
PPA
536
Parametric Portfolio Associates
Washington
$4.86M +$1.75M +35,000 +60%
CCM
537
Canal Capital Management
Virginia
$4.85M -$433K -8,680 -9%
FFW
538
Fusion Family Wealth
New York
$4.85M -$29.7K -595 -0.6%
PEA
539
Pacific Edge Advisors
California
$4.85M -$137K -2,750 -3%
Cerity Partners
540
Cerity Partners
New York
$4.85M -$46.2K -925 -1%
SFA
541
Sequoia Financial Advisors
Ohio
$4.83M +$302K +6,055 +7%
CTC
542
Central Trust Company
Missouri
$4.82M +$457K +9,145 +11%
FPW
543
Flagship Private Wealth
Massachusetts
$4.79M +$202K +4,045 +5%
PCM
544
Parsons Capital Management
Rhode Island
$4.78M +$198K +3,965 +5%
LWM
545
Lionsbridge Wealth Management
Florida
$4.76M +$132K +2,650 +3%
OFG
546
Omega Financial Group
California
$4.75M -$359K -7,195 -7%
PWA
547
Physician Wealth Advisors
Utah
$4.73M +$85.9K +1,720 +2%
PCM
548
Pennsylvania Capital Management
Pennsylvania
$4.69M +$199K +3,980 +5%
WA
549
Wealth Alliance
New York
$4.68M -$182K -3,645 -4%
WB
550
WesBanco Bank
West Virginia
$4.68M +$4.49M +89,925 New

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.