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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
AFS
626
Annapolis Financial Services
Maryland
$3.56M -$34.2K -685 -1%
TSS
627
Two Sigma Securities
New York
$3.53M +$2.59M +51,805 +322%
NEAM
628
New England Asset Management
Connecticut
$3.52M
Deutsche Bank
629
Deutsche Bank
Germany
$3.48M -$271K -5,425 -8%
AC
630
Alexandria Capital
Virginia
$3.48M -$147K -2,945 -4%
BMD
631
Better Money Decisions
New Mexico
$3.47M +$3.33M +66,735 New
UBG
632
United Bank (Georgia)
Georgia
$3.46M -$209K -4,185 -6%
PCIA
633
Prime Capital Investment Advisors
Kansas
$3.45M -$2K -40 -0.1%
PCM
634
Perritt Capital Management
Illinois
$3.45M +$20K +400 +0.6%
PFS
635
Prospera Financial Services
Texas
$3.44M +$1.41M +28,315 +75%
FTC
636
Farmers Trust Company
Ohio
$3.44M +$16.2K +325 +0.5%
CF
637
Copperwynd Financial
Arizona
$3.43M +$3.29M +65,885 New
TSWM
638
Triangle Securities Wealth Management
North Carolina
$3.4M -$11.5K -230 -0.4%
BRC
639
BHF RG Capital
Arizona
$3.37M +$2.54M +50,900 +372%
BSW
640
Buckingham Strategic Wealth
Missouri
$3.33M -$180K -3,595 -5%
NDSI
641
Newman Dignan & Sheerar Inc
Rhode Island
$3.33M +$32.2K +645 +1%
PA
642
PSI Advisors
Florida
$3.33M -$693K -13,875 -18%
UF
643
Univest Financial
Pennsylvania
$3.33M -$4K -80 -0.1%
PR
644
Payden & Rygel
California
$3.31M
MP
645
McDonald Partners
Ohio
$3.27M +$45.4K +910 +1%
FCB
646
First Command Bank
Texas
$3.27M +$181K +3,615 +6%
FCFS
647
First Command Financial Services
Texas
$3.27M +$181K +3,615 +6%
GFP
648
Gryphon Financial Partners
Ohio
$3.25M -$235K -4,700 -7%
SNT
649
Security National Trust
West Virginia
$3.25M -$251K -5,025 -7%
SWP
650
Summit Wealth Partners
Florida
$3.25M -$74.2K -1,485 -2%

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.