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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
SGK
726
Steigerwald Gordon & Koch
Virginia
$2.39M +$204K +4,075 +10%
AWA
727
Arkadios Wealth Advisors
Georgia
$2.39M +$2.1M +42,030 +1,095%
SAS
728
Stelac Advisory Services
New York
$2.38M -$1.43M -28,570 -38%
BRM
729
Boston Research & Management
Massachusetts
$2.38M +$72.7K +1,455 +3%
HIA
730
Harbor Investment Advisory
Maryland
$2.38M +$134K +2,675 +6%
RVPG
731
Relative Value Partners Group
$2.37M +$1.08M +21,600 +90%
NB
732
NBT Bank
New York
$2.37M -$40K -800 -2%
CIC
733
Carnegie Investment Counsel
Ohio
$2.36M +$3.75K +75 +0.2%
MCC
734
Money Concepts Capital
Florida
$2.35M +$65.2K +1,305 +3%
SFG
735
SevenBridge Financial Group
Pennsylvania
$2.35M +$141K +2,825 +7%
SIC
736
Samalin Investment Counsel
New York
$2.34M -$744K -14,900 -25%
RCM
737
Regency Capital Management
Hawaii
$2.33M +$2.23M +44,710 New
STA
738
Summit Trail Advisors
New York
$2.32M
SAM
739
Silvercrest Asset Management
New York
$2.32M +$82.2K +1,645 +4%
P
740
Pitcairn
Pennsylvania
$2.31M +$2.22M +44,440 New
PWM
741
Perigon Wealth Management
California
$2.31M -$49.9K -1,000 -2%
CCC
742
Crescent Capital Consulting
Louisiana
$2.29M +$38K +760 +2%
FMBTD
743
First Midwest Bank Trust Division
Illinois
$2.29M +$488K +9,775 +29%
EFL
744
ERn Financial LLC
Wisconsin
$2.27M -$47.7K -955 -2%
RT
745
Rockland Trust
Massachusetts
$2.27M -$8.24K -165 -0.4%
WFA
746
Wellspring Financial Advisors
Ohio
$2.23M -$2.8M -56,110 -42%
PRWA
747
Platte River Wealth Advisors
Colorado
$2.23M +$14.5K +290 +0.7%
MCCP
748
Mission Creek Capital Partners
California
$2.21M +$189K +3,785 +10%
1IA
749
1834 Investment Advisors
Wisconsin
$2.2M -$113K -2,270 -5%
RRC
750
Relaxing Retirement Coach
Massachusetts
$2.2M -$1.75M -35,040 -45%

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.