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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
MCA
726
Magnolia Capital Advisors
Mississippi
$3.2M +$1.62M +29,025 +105%
HIMC
727
Heritage Investors Management Corp
Maryland
$3.18M +$247K +4,430 +9%
CAG
728
Crestwood Advisors Group
Massachusetts
$3.18M +$167K +3,000 +6%
GWM
729
Geneos Wealth Management
Colorado
$3.15M +$96.6K +1,735 +3%
HPC
730
HM Payson & Co
Maine
$3.14M +$9.74K +175 +0.3%
ATWA
731
Arbor Trust Wealth Advisors
Michigan
$3.13M -$12K -215 -0.4%
SW
732
StrongBox Wealth
Missouri
$3.13M +$179K +3,210 +6%
PG
733
Patten Group
Tennessee
$3.1M -$35.1K -630 -1%
SFG
734
SevenBridge Financial Group
Pennsylvania
$3.1M +$24.8K +445 +0.8%
Lido Advisors
735
Lido Advisors
California
$3.09M +$174K +3,130 +6%
CRC
736
Curi RMB Capital
Illinois
$3.06M
SAS
737
Stelac Advisory Services
New York
$3.06M +$269K +4,835 +10%
FCB
738
First Command Bank
Texas
$3.05M
FCFS
739
First Command Financial Services
Texas
$3.03M -$245K -4,400 -8%
CNB
740
Camden National Bank
Maine
$3.03M +$186K +3,335 +7%
HPWM
741
Highland Private Wealth Management
Washington
$3M -$911K -16,360 -24%
MCC
742
Money Concepts Capital
Florida
$3M +$2.95M +52,970 New
BB
743
Busey Bank
Illinois
$2.98M -$1.04M -18,630 -26%
CC
744
Cadinha & Co
Hawaii
$2.98M +$375K +6,735 +15%
DFA
745
DHK Financial Advisors
New Hampshire
$2.97M +$2.92M +52,515 New
ST
746
Sabal Trust
Florida
$2.97M +$506K +9,095 +21%
TAM
747
Townsend Asset Management
North Carolina
$2.95M +$69K +1,240 +2%
CPC
748
Congress Park Capital
New York
$2.95M +$326K +5,850 +13%
MSAM
749
Moloney Securities Asset Management
Missouri
$2.95M -$38.4K -690 -1%
TVAMP
750
Tennessee Valley Asset Management Partners
Tennessee
$2.92M +$183K +3,280 +7%

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.