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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
DWT
576
Dorsey & Whitney Trust
South Dakota
$5.33M +$150K +2,700 +3%
FFMBT
577
First Farmers & Merchants Bank Trust
Tennessee
$5.29M +$5.2M +93,500 New
GWMIA
578
Global Wealth Management Investment Advisory
Florida
$5.29M +$358K +6,425 +7%
MCA
579
MSH Capital Advisors
Arizona
$5.26M +$5.17M +92,855 New
CWM
580
Capital Wealth Management
Rhode Island
$5.23M -$248K -4,460 -5%
GF
581
Gries Financial
Ohio
$5.21M +$318K +5,710 +7%
EWM
582
EPG Wealth Management
Georgia
$5.2M +$120K +2,155 +2%
FNBOSM
583
First National Bank of South Miami
Florida
$5.2M +$428K +7,685 +9%
OCM
584
Orion Capital Management
California
$5.08M +$241K +4,335 +5%
FPW
585
Flagship Private Wealth
Massachusetts
$5.06M +$57.1K +1,025 +1%
PFG
586
Pacific Financial Group
Washington
$5.03M +$160K +2,875 +3%
PPWM
587
PFG Private Wealth Management
Florida
$5.02M +$4.93M +88,630 New
SFS
588
Sowell Financial Services
Arkansas
$5.01M +$554K +9,960 +13%
SF
589
Synovus Financial
Georgia
$5M +$252K +4,530 +5%
LFG
590
Leverty Financial Group
Wisconsin
$5M +$4.91M +88,255 New
GTAM
591
Global Trust Asset Management
Florida
$4.97M +$123K +2,215 +3%
AWM
592
Apollon Wealth Management
South Carolina
$4.96M +$1.62M +29,095 +50%
GVAG
593
Great Valley Advisor Group
Delaware
$4.95M -$547K -9,835 -10%
BMD
594
Better Money Decisions
New Mexico
$4.93M +$697K +12,530 +17%
RIA
595
Regal Investment Advisors
Michigan
$4.93M +$189K +3,400 +4%
NL
596
NWAM LLC
Washington
$4.92M +$148K +2,655 +3%
CCM
597
Canal Capital Management
Virginia
$4.84M -$416K -7,480 -8%
PWP
598
Personal Wealth Partners
Minnesota
$4.83M -$125K -2,245 -3%
FLA
599
Financial Life Advisors
Texas
$4.83M +$186K +3,335 +4%
TC
600
TownSquare Capital
Utah
$4.81M +$2.67M +48,005 +130%

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.