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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
CGFA
651
Colton Groome Financial Advisors
North Carolina
$4.01M +$2.28M +40,920 +137%
WAM
652
Weinberger Asset Management
California
$4M +$3.93M +70,625 New
PA
653
PFG Advisors
Arizona
$3.99M -$20.9K -375 -0.5%
EWA
654
EP Wealth Advisors
California
$3.98M +$1M +18,030 +35%
TRCT
655
Tower Research Capital (TRC)
New York
$3.97M -$20.5M -368,995 -84%
CPA
656
Clear Perspective Advisors
Illinois
$3.97M +$19.8K +355 +0.5%
MWP
657
Moller Wealth Partners
$3.97M -$15K -270 -0.4%
BHCM
658
Brevan Howard Capital Management
Jersey
$3.96M +$3.9M +70,000 New
TA
659
TruWealth Advisors
Louisiana
$3.96M +$239K +4,290 +7%
SIAP
660
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.94M -$48.7K -875 -2%
JG
661
Jefferies Group
New York
$3.93M -$167K -2,995 -4%
BFO
662
Boston Family Office
Massachusetts
$3.93M +$61.8K +1,110 +2%
SWP
663
Summit Wealth Partners
Florida
$3.92M +$271K +4,875 +8%
EFS
664
Essex Financial Services
Connecticut
$3.91M +$1.95K +35 +0.1%
BIP
665
Blueprint Investment Partners
North Carolina
$3.9M +$3.83M +68,865 New
ONB
666
Old National Bancorp
Indiana
$3.9M -$482K -8,665 -11%
BCMO
667
Buckingham Capital Management (Ohio)
Ohio
$3.89M -$71K -1,275 -2%
AI
668
Atria Investments
North Carolina
$3.87M -$284K -5,110 -7%
HWM
669
HighMark Wealth Management
Minnesota
$3.84M +$47.9K +860 +1%
NEAM
670
New England Asset Management
Connecticut
$3.82M
HNWAG
671
High Net Worth Advisory Group
Florida
$3.82M +$3.76M +67,545 New
FCA
672
FLC Capital Advisors
California
$3.8M -$3.06K -55 -0.1%
TWC
673
TD Waterhouse Canada
Ontario, Canada
$3.8M +$3.09M +55,555 New
CIAS
674
CFS Investment Advisory Services
New Jersey
$3.79M +$69.6K +1,250 +2%
NOI
675
Newton One Investments
Delaware
$3.78M +$6.68K +120 +0.2%

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.