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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
CW
526
CreativeOne Wealth
Kansas
$6.15M +$2.56M +46,005 +73%
Susquehanna International Group
527
Susquehanna International Group
Pennsylvania
$6.15M +$2.19M +39,415 +57%
CIR
528
Clear Investment Research
Georgia
$6.13M -$143K -2,560 -2%
FA
529
Flagstar Advisors
New York
$6.12M +$71.5K +1,285 +1%
SCM
530
SOL Capital Management
Maryland
$6.1M -$87.4K -1,570 -1%
CFA
531
Carroll Financial Associates
North Carolina
$6.09M -$5.07M -91,095 -46%
PGFC
532
Peapack-Gladstone Financial Corp
New Jersey
$6.09M -$227K -4,085 -4%
Prudential Financial
533
Prudential Financial
New Jersey
$6.03M +$179K +3,210 +3%
Kayne Anderson Rudnick Investment Management
534
Kayne Anderson Rudnick Investment Management
California
$6.03M +$5.28M +94,880 +815%
VVP
535
Venture Visionary Partners
Ohio
$6M +$83.5K +1,500 +1%
TDWM
536
Topel & Distasi Wealth Management
California
$5.98M +$5.88M +105,635 New
WCM
537
Washburn Capital Management
Florida
$5.97M -$29.2K -525 -0.5%
CAGAS
538
Capital Advisory Group Advisory Services
Minnesota
$5.95M -$1.36M -24,455 -19%
ECM
539
ExodusPoint Capital Management
New York
$5.91M +$4.45M +79,935 +327%
FC
540
Ferris Capital
Massachusetts
$5.9M +$81.3K +1,460 +1%
BCM
541
Boltwood Capital Management
California
$5.88M -$4.17K -75 -0.1%
TCM
542
Telos Capital Management
California
$5.88M -$36.7K -660 -0.6%
LMIM
543
Lockheed Martin Investment Management
Maryland
$5.87M
BWA
544
Bordeaux Wealth Advisors
California
$5.87M -$1.33M -23,895 -19%
AWAP
545
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$5.87M +$45.9K +825 +0.8%
PAM
546
Private Asset Management
California
$5.85M -$107K -1,915 -2%
AF
547
AtlasMark Financial
Texas
$5.85M +$176K +3,165 +3%
LF
548
LifeSteps Financial
California
$5.83M -$54K -970 -0.9%
UBS AM
549
UBS AM
Illinois
$5.8M
KWM
550
Kingsview Wealth Management
Oregon
$5.79M -$444K -7,985 -7%

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.