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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
UF
701
Univest Financial
Pennsylvania
$3.51M -$14.5K -260 -0.4%
CI
702
Cavalier Investments
Georgia
$3.48M +$1.08M +19,350 +46%
ST
703
Spinnaker Trust
Maine
$3.47M +$139K +2,505 +4%
RWRC
704
R.W. Roge & Company
New York
$3.47M -$5.93M -106,585 -61%
BIA
705
Bigelow Investment Advisors
Maine
$3.46M +$26.2K +470 +0.8%
SIG
706
Sky Investment Group
Connecticut
$3.46M +$25K +450 +0.7%
ACM
707
AUA Capital Management
Pennsylvania
$3.45M -$15.9K -285 -0.5%
PAS
708
Park Avenue Securities
New York
$3.43M +$599K +10,755 +22%
AWM
709
Axxcess Wealth Management
California
$3.42M +$3.36M +60,445 New
MM
710
Main Management
California
$3.42M +$3.09M +55,535 +1,151%
HIA
711
Harbor Investment Advisory
Maryland
$3.38M +$441K +7,920 +15%
TPA
712
Trivium Point Advisory
Connecticut
$3.35M +$15.9K +285 +0.5%
CIC
713
Carnegie Investment Counsel
Ohio
$3.33M +$222K +3,985 +7%
FIM
714
Fernwood Investment Management
Massachusetts
$3.32M +$10.3K +185 +0.3%
GC
715
Guggenheim Capital
Illinois
$3.31M +$432K +7,765 +15%
SS
716
Simplicity Solutions
Minnesota
$3.31M +$1.22M +21,840 +60%
HWM
717
HB Wealth Management
Georgia
$3.31M +$3.26M +58,480 New
OWM
718
Opes Wealth Management
California
$3.3M +$908K +16,310 +39%
VFA
719
Valeo Financial Advisors
Indiana
$3.29M +$131K +2,360 +4%
PWM
720
Perigon Wealth Management
California
$3.29M +$959K +17,225 +42%
SWA
721
Stratos Wealth Advisors
Ohio
$3.26M +$620K +11,135 +24%
3F
722
360 Financial
Minnesota
$3.22M +$339K +6,085 +12%
VCM
723
Vivaldi Capital Management
Illinois
$3.22M +$181K +3,260 +6%
CWM
724
C2C Wealth Management
Arizona
$3.22M +$3.16M +56,805 New
CBN
725
Cadence Bank NA
Texas
$3.21M -$15K -270 -0.5%

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.