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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
EWA
676
EP Wealth Advisors
California
$2.95M +$659K +13,195 +30%
ATWA
677
Arbor Trust Wealth Advisors
Michigan
$2.92M +$38.2K +765 +1%
VCM
678
Vivaldi Capital Management
Illinois
$2.91M -$338K -6,765 -11%
BC
679
Bartlett & Co
Ohio
$2.91M +$762K +15,265 +38%
BCWM
680
Bartlett & Co Wealth Management
Ohio
$2.91M +$762K +15,265 +38%
TPSF
681
Texas Permanent School Fund
Texas
$2.91M +$1.79M +35,770 +178%
HL
682
HeadInvest LLC
Maine
$2.9M +$91.1K +1,825 +3%
EFS
683
Essex Financial Services
Connecticut
$2.89M +$305K +6,115 +12%
SWM
684
SigFig Wealth Management
California
$2.87M +$2.2M +43,990 +398%
HPWM
685
Highland Private Wealth Management
Washington
$2.86M -$105K -2,100 -4%
CW
686
CreativeOne Wealth
Kansas
$2.85M -$652K -13,060 -19%
AA
687
Advisory Alpha
Michigan
$2.82M -$58.9K -1,180 -2%
DFA
688
Delta Financial Advisors
Louisiana
$2.82M
ECG
689
Edge Capital Group
Georgia
$2.79M -$243K -4,860 -8%
KW
690
KWB Wealth
California
$2.78M -$554K -11,085 -17%
PAS
691
Park Avenue Securities
New York
$2.78M -$140K -2,800 -5%
HB
692
Homrich & Berg
Georgia
$2.77M +$449K +9,000 +20%
CI
693
Cavalier Investments
Georgia
$2.77M -$223K -4,465 -8%
CBB
694
Citizens Business Bank
California
$2.74M +$250 +5 +0%
CL
695
COWA LLC
Oklahoma
$2.74M +$997K +19,970 +50%
CRC
696
Curi RMB Capital
Illinois
$2.73M
FMW
697
Farr Miller & Washington
District of Columbia
$2.72M +$75.2K +1,505 +3%
5L
698
55I LLC
Massachusetts
$2.69M +$1.15M +23,035 +80%
BA
699
Ballew Advisors
Mississippi
$2.69M +$1.22M +24,365 +92%
MSAM
700
Moloney Securities Asset Management
Missouri
$2.68M -$209K -4,195 -8%

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.