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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
KA
751
Kovack Advisors
Florida
$2.2M +$112K +2,250 +6%
TGAM
752
TBH Global Asset Management
Tennessee
$2.18M +$217K +4,340 +12%
CCMD
753
Cypress Capital Management (Delaware)
Delaware
$2.17M +$17.5K +350 +0.8%
CAM
754
Cozad Asset Management
Illinois
$2.15M -$6.49K -130 -0.3%
ABTD
755
Arvest Bank Trust Division
Oklahoma
$2.15M -$55.4K -1,110 -3%
BWL
756
Bogart Wealth LLC
Virginia
$2.14M +$250 +5 +0%
LWM
757
Lyell Wealth Management
California
$2.14M +$845K +16,925 +70%
SF
758
Synovus Financial
Georgia
$2.13M -$94.1K -1,885 -4%
3F
759
360 Financial
Minnesota
$2.09M -$40.7K -815 -2%
CCG
760
Cypress Capital Group
Florida
$2.08M +$25.2K +505 +1%
BF
761
Blankinship & Foster
California
$2.08M -$127K -2,550 -6%
CSIC
762
Clifford Swan Investment Counsel
California
$2.05M
EK
763
Evensky & Katz
Florida
$2.05M -$190K -3,805 -9%
SWA
764
Stratos Wealth Advisors
Ohio
$2.05M +$323K +6,470 +20%
ACM
765
Azimuth Capital Management
Michigan
$2.04M -$205K -4,095 -9%
SWM
766
Southern Wealth Management
Texas
$2.03M
BHBT
767
Burke & Herbert Bank & Trust
Virginia
$2.03M +$204K +4,090 +12%
IC
768
IEQ Capital
California
$2.02M +$1.93M +38,715 New
BWM
769
BerganKDV Wealth Management
Minnesota
$2.01M -$124K -2,480 -6%
KIA
770
KCM Investment Advisors
California
$2M -$107K -2,135 -5%
VIM
771
Vista Investment Management
Pennsylvania
$2M -$60.9K -1,220 -3%
FSWA
772
Financial Synergies Wealth Advisors
Texas
$1.99M -$69.4K -1,390 -4%
PCMC
773
Private Capital Management (Colorado)
Colorado
$1.99M -$106K -2,125 -5%
LIA
774
LBMC Investment Advisors
Tennessee
$1.99M
WP
775
WealthShield Partners
North Carolina
$1.99M -$645K -12,910 -25%

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.