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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
PA
701
Parallel Advisors
California
$2.66M +$1.24M +24,870 +95%
GC
702
Guggenheim Capital
Illinois
$2.64M -$95.1K -1,905 -4%
JG
703
Jefferies Group
New York
$2.63M +$581K +11,635 +30%
WF
704
Welch & Forbes
Massachusetts
$2.61M +$106K +2,125 +4%
SFI
705
SPC Financial Inc
Maryland
$2.6M -$155K -3,105 -6%
EB
706
Eastern Bank
Massachusetts
$2.6M -$111K -2,230 -4%
TAM
707
Townsend Asset Management
North Carolina
$2.58M +$23.5K +470 +1%
BFM
708
Broadview Financial Management
Wisconsin
$2.56M -$173K -3,460 -7%
IP
709
Investment Partners
Ohio
$2.54M +$2.5K +50 +0.1%
LC
710
LCNB Corp
Ohio
$2.54M -$226K -4,525 -9%
CNB
711
Camden National Bank
Maine
$2.52M +$44.7K +895 +2%
CNC
712
Camden National Corporation
Maine
$2.52M +$2.42M +48,445 New
QCM
713
Quest Capital Management
Texas
$2.5M -$34.5K -690 -1%
GHA
714
GW Henssler & Associates
Georgia
$2.5M -$67.7M -1,354,865 -97%
BFG
715
Beacon Financial Group
Texas
$2.46M
CWM
716
Cranbrook Wealth Management
Michigan
$2.46M -$253K -5,070 -10%
BCM
717
Brookstone Capital Management
Illinois
$2.44M +$165K +3,305 +8%
MOS
718
MGO One Seven
Ohio
$2.44M -$99.4K -1,990 -4%
MOACM
719
Mutual of America Capital Management
New York
$2.44M +$603K +12,070 +35%
HIMC
720
Heritage Investors Management Corp
Maryland
$2.44M -$92.6K -1,855 -4%
PWG
721
Private Wealth Group
Florida
$2.43M +$627K +12,550 +37%
PCG
722
Private Capital Group
Connecticut
$2.42M -$262K -5,250 -10%
VFA
723
Valeo Financial Advisors
Indiana
$2.41M -$30.7K -615 -1%
GSWM
724
Golden State Wealth Management
California
$2.4M -$334K -6,695 -13%
AIA
725
Arcadia Investment Advisors
Idaho
$2.39M -$59.7K -1,195 -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.