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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
HWM
601
HighMark Wealth Management
Minnesota
$3.92M -$141K -2,825 -4%
PWAG
602
Polaris Wealth Advisory Group
California
$3.9M -$160K -3,205 -4%
GWMIA
603
Global Wealth Management Investment Advisory
Florida
$3.89M -$345K -6,905 -8%
OCM
604
Orion Capital Management
California
$3.86M +$358K +7,175 +11%
FSG
605
Financial Strategies Group
Michigan
$3.84M -$411K -8,235 -10%
BFS
606
Bard Financial Services
Connecticut
$3.82M -$1.25M -25,000 -25%
EWF
607
Epstein & White Financial
California
$3.78M +$167K +3,345 +5%
FNBOSM
608
First National Bank of South Miami
Florida
$3.78M +$676K +13,540 +23%
BCMO
609
Buckingham Capital Management (Ohio)
Ohio
$3.78M -$139K -2,780 -4%
NEPWA
610
New England Private Wealth Advisors
Massachusetts
$3.77M +$211K +4,225 +6%
SAM
611
Securian Asset Management
Minnesota
$3.77M -$1.22M -24,475 -25%
SIAP
612
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.73M +$226K +4,520 +12%
BIA
613
Bigelow Investment Advisors
Maine
$3.7M -$140K -2,800 -4%
BHIA
614
Birch Hill Investment Advisors
Massachusetts
$3.69M -$124K -2,475 -3%
MWP
615
Moller Wealth Partners
$3.66M
NOI
616
Newton One Investments
Delaware
$3.66M +$6.24K +125 +0.2%
MWM
617
Mascoma Wealth Management
New Hampshire
$3.65M +$1.04M +20,755 +42%
GP
618
Geneva Partners
Wisconsin
$3.63M +$2.32M +46,360 +198%
EVM
619
Eaton Vance Management
Massachusetts
$3.63M +$844K +16,895 +32%
AC
620
Alley Company
Illinois
$3.62M +$64.4K +1,290 +2%
NL
621
NEPC LLC
Massachusetts
$3.61M -$81.9K -1,640 -2%
Bank of Montreal
622
Bank of Montreal
Ontario, Canada
$3.61M -$19.5M -390,590 -85%
CBT
623
Central Bank & Trust
Kentucky
$3.61M -$41.5K -830 -1%
TNB
624
TCF National Bank
South Dakota
$3.6M -$51.2K -1,025 -1%
TW
625
Transform Wealth
Colorado
$3.58M +$3.02M +60,485 +724%

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.