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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
BCWM
626
Bartlett & Co Wealth Management
Ohio
$4.32M +$430K +7,720 +11%
BC
627
Bartlett & Co
Ohio
$4.32M +$430K +7,720 +11%
RPC
628
Rossmore Private Capital
Connecticut
$4.31M +$344K +6,180 +9%
EVM
629
Eaton Vance Management
Massachusetts
$4.3M -$37.9K -680 -0.9%
AC
630
Alley Company
Illinois
$4.28M +$105K +1,895 +3%
T
631
TCWP
Ohio
$4.26M +$4.19M +75,325 New
NEPWA
632
New England Private Wealth Advisors
Massachusetts
$4.25M +$15K +270 +0.4%
BSW
633
Buckingham Strategic Wealth
Missouri
$4.24M +$476K +8,560 +13%
BFWA
634
Benchmark Financial Wealth Advisors
Florida
$4.23M -$164K -2,945 -4%
VC
635
Vestor Capital
Illinois
$4.22M -$3.34K -60 -0.1%
WJA
636
Willis Johnson & Associates
Texas
$4.21M -$183K -3,290 -4%
SFG
637
Sather Financial Group
Texas
$4.18M
SFP
638
Sandbox Financial Partners
Maryland
$4.18M +$598K +10,745 +17%
VPW
639
Vericrest Private Wealth
Pennsylvania
$4.16M +$4.09M +73,465 New
SAM
640
Securian Asset Management
Minnesota
$4.16M -$340K -6,100 -8%
HCC
641
Hirtle Callaghan & Co
Pennsylvania
$4.14M -$29.2K -525 -0.7%
IWM
642
IHT Wealth Management
Illinois
$4.1M -$780K -14,010 -16%
FSG
643
Financial Strategies Group
Michigan
$4.09M +$17.8K +320 +0.4%
BFS
644
Bard Financial Services
Connecticut
$4.08M
CAM
645
Campion Asset Management
Virginia
$4.08M +$132K +2,375 +3%
PCM
646
Perritt Capital Management
Illinois
$4.07M +$133K +2,390 +3%
WA
647
Wealth Alliance
New York
$4.06M -$28.1K -505 -0.7%
CNBTD
648
Citizens National Bank Trust Department
Mississippi
$4.05M -$1.45M -26,025 -27%
BHIA
649
Birch Hill Investment Advisors
Massachusetts
$4.03M -$51.2K -920 -1%
AWA
650
Arete Wealth Advisors
Illinois
$4.01M -$40.4K -725 -1%

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.