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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
TA
651
TruWealth Advisors
Louisiana
$3.2M +$201K +4,020 +7%
RIA
652
Regal Investment Advisors
Michigan
$3.19M -$1.07M -21,515 -26%
ACM
653
AUA Capital Management
Pennsylvania
$3.18M +$451K +9,030 +17%
MYIA
654
Mount Yale Investment Advisors
Colorado
$3.16M -$165K -3,305 -5%
LFAS
655
Level Four Advisory Services
Texas
$3.16M +$526K +10,535 +21%
CAG
656
Crestwood Advisors Group
Massachusetts
$3.15M +$56.2K +1,125 +2%
CHC
657
City Holding Co
West Virginia
$3.15M +$348K +6,975 +13%
AWM
658
Apollon Wealth Management
South Carolina
$3.12M +$1.65M +32,940 +122%
FA
659
FC Advisory
Pennsylvania
$3.11M -$58.9K -1,180 -2%
DWMG
660
DB Wealth Management Group
California
$3.11M +$558K +11,175 +23%
UBV
661
United Bank (Virginia)
Virginia
$3.11M -$777K -15,555 -21%
RPC
662
Rossmore Private Capital
Connecticut
$3.1M +$315K +6,310 +12%
TPA
663
Trivium Point Advisory
Connecticut
$3.08M +$1.25M +24,980 +73%
PA
664
Pinnacle Associates
New York
$3.07M -$128K -2,560 -4%
FIM
665
Fernwood Investment Management
Massachusetts
$3.07M -$25.7K -515 -0.9%
FCA
666
FinTrust Capital Advisors
South Carolina
$3.04M -$16.2K -325 -0.6%
HPC
667
HM Payson & Co
Maine
$3.03M +$873K +17,475 +43%
HAS
668
HBW Advisory Services
California
$3.03M +$170K +3,410 +6%
BFO
669
Boston Family Office
Massachusetts
$3.02M +$93.6K +1,875 +3%
GLA
670
Good Life Advisors
Pennsylvania
$3.02M -$136K -2,720 -4%
CC
671
Cadinha & Co
Hawaii
$2.99M -$1.32M -26,355 -31%
CFO
672
CVA Family Office
Colorado
$2.99M +$215K +4,305 +8%
CBN
673
Cadence Bank NA
Texas
$2.98M +$193K +3,855 +7%
WA
674
Wilshire Advisors
California
$2.98M -$417K -8,360 -13%
PG
675
Patten Group
Tennessee
$2.98M +$7.99K +160 +0.3%

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.