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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
ASN
551
Advisory Services Network
Georgia
$4.68M +$73.2K +1,465 +2%
SXL
552
Summit X LLC
Missouri
$4.67M +$642K +12,855 +17%
GWAM
553
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.67M -$120K -2,395 -3%
CAM
554
Campion Asset Management
Virginia
$4.67M +$4.48M +89,610 New
KWM
555
Kingsview Wealth Management
Oregon
$4.61M +$318K +6,365 +8%
WPW
556
Waldron Private Wealth
Pennsylvania
$4.59M +$536K +10,725 +14%
DC
557
Davenport & Co
Virginia
$4.59M +$415K +8,320 +10%
GT
558
Glenview Trust
Kentucky
$4.58M +$62.7K +1,255 +1%
BCA
559
Berman Capital Advisors
Georgia
$4.58M -$123K -2,460 -3%
WJA
560
Willis Johnson & Associates
Texas
$4.57M -$542K -10,855 -11%
PAG
561
Pinnacle Advisory Group
Maryland
$4.56M +$281K +5,630 +7%
RWA
562
River Wealth Advisors
Pennsylvania
$4.52M -$1.75K -35 -0%
GF
563
Gries Financial
Ohio
$4.51M +$4.21M +84,320 New
CWM
564
CCG Wealth Management
California
$4.43M +$731K +14,640 +21%
CPA
565
Clear Perspective Advisors
Illinois
$4.43M +$28.2K +565 +0.7%
EW
566
Element Wealth
Mississippi
$4.42M +$39.5K +790 +0.9%
Koshinski Asset Management
567
Koshinski Asset Management
Illinois
$4.37M -$304K -6,095 -7%
GTAM
568
Global Trust Asset Management
Florida
$4.36M -$46.4K -930 -1%
KLI
569
Kelman-Lazarov Inc
Tennessee
$4.35M -$18.5K -370 -0.4%
SIM
570
Stratos Investment Management
Ohio
$4.31M +$1.44M +28,925 +54%
CFA
571
Cahill Financial Advisors
Minnesota
$4.31M +$209K +4,190 +5%
HCC
572
Hirtle Callaghan & Co
Pennsylvania
$4.3M -$484K -9,685 -10%
Mercer Global Advisors
573
Mercer Global Advisors
Colorado
$4.26M +$1.23M +24,530 +43%
ABC
574
Associated Banc-Corp
Wisconsin
$4.25M -$400K -8,010 -5%
MHS
575
M Holdings Securities
Oregon
$4.25M +$233K +4,665 +6%

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.