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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
DWMG
551
DB Wealth Management Group
California
$5.78M +$576K +10,355 +11%
PWA
552
Physician Wealth Advisors
Utah
$5.75M +$452K +8,120 +9%
CL
553
COWA LLC
Oklahoma
$5.7M +$1.71M +30,720 +44%
CCT
554
Country Club Trust
Missouri
$5.69M +$99.9K +1,795 +2%
GWAM
555
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.68M +$445K +7,995 +9%
PCM
556
Pennsylvania Capital Management
Pennsylvania
$5.65M -$135K -2,420 -2%
FNBOO
557
First National Bank of Omaha
Nebraska
$5.6M +$347K +6,225 +7%
HH
558
HWG Holdings
Texas
$5.58M +$5.49M +98,565 New
SWA
559
SOA Wealth Advisors
New York
$5.57M -$35.9K -645 -0.7%
VFP
560
Verus Financial Partners
Virginia
$5.57M +$14.2K +255 +0.3%
FC
561
FCA Corp
Texas
$5.56M -$598K -10,735 -10%
NCM
562
Novare Capital Management
North Carolina
$5.55M -$168K -3,015 -3%
PFA
563
Pure Financial Advisors
California
$5.54M -$141K -2,530 -3%
PCM
564
Parsons Capital Management
Rhode Island
$5.48M -$64.3K -1,155 -1%
LPT
565
Legacy Private Trust
Wisconsin
$5.47M +$62.3K +1,120 +1%
CT
566
Coastline Trust
Rhode Island
$5.45M +$111K +2,000 +2%
BRWA
567
B. Riley Wealth Advisors
Florida
$5.44M +$78.5K +1,410 +1%
TA
568
Tectonic Advisors
Texas
$5.42M -$69.6K -1,250 -1%
HI
569
Harbour Investments
Wisconsin
$5.42M -$81.6M -1,466,535 -94%
Cerity Partners
570
Cerity Partners
New York
$5.42M +$423K +7,600 +9%
KOMWMG
571
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.4M +$3.12M +56,095 +143%
CTC
572
Central Trust Company
Missouri
$5.39M -$6.45M -115,840 -55%
APSP
573
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.38M -$190K -3,415 -3%
NL
574
NEPC LLC
Massachusetts
$5.37M +$1.23M +22,090 +30%
FFS
575
Founders Financial Securities
Maryland
$5.35M +$3.25M +58,445 +162%

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.