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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
CWM
576
Cornerstone Wealth Management
Missouri
$4.25M -$758K -15,180 -16%
LPT
577
Legacy Private Trust
Wisconsin
$4.24M +$270K +5,410 +7%
EWM
578
EPG Wealth Management
Georgia
$4.22M +$3.76M +75,365 +1,325%
CFS
579
CRA Financial Services
New Jersey
$4.21M +$1.75K +35 +0%
BB
580
Busey Bank
Illinois
$4.21M +$171K +3,430 +4%
SCG
581
Sonata Capital Group
Washington
$4.21M -$19.5K -390 -0.5%
HMC
582
Harvard Management Company
Massachusetts
$4.2M -$31.5K -630 -0.8%
ONB
583
Old National Bancorp
Indiana
$4.19M -$469K -9,390 -10%
HSA
584
HBK Sorce Advisory
Pennsylvania
$4.17M -$37K -740 -0.9%
FCA
585
FLC Capital Advisors
California
$4.15M -$372K -7,445 -9%
FNBOO
586
First National Bank of Omaha
Nebraska
$4.14M +$759K +15,190 +24%
HAC
587
Harbor Advisory Corp
New Hampshire
$4.14M +$820K +16,415 +26%
FLA
588
Financial Life Advisors
Texas
$4.11M -$30.2K -605 -0.8%
LWPC
589
Legacy Wealth Partners (California)
California
$4.1M +$169K +3,390 +4%
VC
590
Vestor Capital
Illinois
$4.1M +$189K +3,790 +5%
AI
591
Atria Investments
North Carolina
$4.08M +$217K +4,345 +6%
PFG
592
Pacific Financial Group
Washington
$4.05M +$130K +2,600 +3%
AWA
593
Arete Wealth Advisors
Illinois
$4.01M +$714K +14,295 +23%
LCOV
594
London Company of Virginia
Virginia
$4.01M -$7.54M -151,035 -66%
FBA
595
Front Barnett Associates
Illinois
$4M -$312K -6,250 -8%
SQA
596
Simon Quick Advisors
New Jersey
$3.98M -$3.42M -68,410 -47%
BFWA
597
Benchmark Financial Wealth Advisors
Florida
$3.96M -$480K -9,610 -11%
PA
598
PFG Advisors
Arizona
$3.96M -$325K -6,510 -8%
NC
599
NinePointTwo Capital
California
$3.96M +$322K +6,450 +9%
CCM
600
Crew Capital Management
Ohio
$3.93M +$3.77M +75,470 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.