We are live on ! Find out more
IJH icon

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
LI
51
LVZ Inc
Michigan
$141M -$1.99M -35,670 -1%
BIM
52
Bridges Investment Management
Nebraska
$140M -$262K -4,715 -0.2%
LWA
53
Lenox Wealth Advisors
New York
$135M +$21.7K +390 +0%
APCM
54
Alaska Permanent Capital Management
Alaska
$131M +$4.54M +81,480 +4%
CFG
55
Citizens Financial Group
Rhode Island
$131M +$8.71M +156,415 +7%
SSB
56
Sandy Spring Bank
Maryland
$125M +$5.41M +97,265 +5%
MML Investors Services
57
MML Investors Services
Massachusetts
$120M +$11.1M +200,195 +10%
GT
58
Greenleaf Trust
Michigan
$120M +$108K +1,940 +0.1%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$120M +$630K +11,315 +0.5%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$120M +$335K +6,015 +0.3%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$112M +$5.09M +91,485 +5%
BF
62
BOK Financial
Oklahoma
$110M +$4.16M +74,725 +4%
LW
63
Linscomb Wealth
Texas
$109M -$1.42M -25,535 -1%
HTC
64
Haverford Trust Company
Pennsylvania
$108M -$325K -5,845 -0.3%
SIC
65
Sigma Investment Counselors
Michigan
$103M +$1.42M +25,580 +1%
AIA
66
Ally Invest Advisors
North Carolina
$98.8M +$5.86M +105,305 +6%
BFPW
67
BOK Financial Private Wealth
Colorado
$98.3M +$5.34M +95,855 +6%
State Street
68
State Street
Massachusetts
$98.2M -$1.69M -30,310 -2%
UCFA
69
United Capital Financial Advisors
Texas
$98M -$36.7K -660 -0%
MCM
70
MAI Capital Management
Ohio
$97.1M +$4.29M +77,080 +5%
FMWA
71
Forvis Mazars Wealth Advisors
Missouri
$96.7M +$2.38M +42,780 +3%
MIA
72
MainStreet Investment Advisors
Illinois
$96.1M -$1.36M -24,390 -1%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$94.1M -$2.94M -52,850 -3%
SHGA
74
Sand Hill Global Advisors
California
$93.7M -$520K -9,335 -0.6%
LWMT
75
Legacy Wealth Management (Tennessee)
Tennessee
$92.4M -$1.69M -30,310 -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.