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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
FTS
751
Fifth Third Securities
Ohio
$2.91M +$55.9K +1,005 +2%
PCG
752
Private Capital Group
Connecticut
$2.91M +$567K +10,195 +25%
FCA
753
FinTrust Capital Advisors
South Carolina
$2.9M -$50.4K -905 -2%
RT
754
Rockland Trust
Massachusetts
$2.89M +$449K +8,060 +19%
IA
755
IFG Advisors
Missouri
$2.89M +$522K +9,380 +23%
GLA
756
Good Life Advisors
Pennsylvania
$2.87M -$471K -8,465 -14%
CFG
757
Cooper Financial Group
California
$2.86M +$767K +13,780 +37%
SAM
758
Stone Asset Management
Texas
$2.85M +$2.8M +50,340 New
DFA
759
Delta Financial Advisors
Louisiana
$2.84M
GFP
760
Gryphon Financial Partners
Ohio
$2.82M -$52.6K -945 -2%
BFG
761
Beacon Financial Group
Texas
$2.82M -$41.2K -740 -1%
9WM
762
9258 Wealth Management
Ohio
$2.81M +$225K +4,045 +9%
RCG
763
Regatta Capital Group
California
$2.8M +$2.75M +49,435 New
MWM
764
MY Wealth Management
Maryland
$2.8M +$2.75M +49,385 New
KCM
765
Karp Capital Management
California
$2.79M +$642K +11,535 +31%
C
766
Clearshares
New York
$2.77M
UBV
767
United Bank (Virginia)
Virginia
$2.75M +$49.3K +885 +2%
CBB
768
Citizens Business Bank
California
$2.74M
QCM
769
Quest Capital Management
Texas
$2.73M -$5.84K -105 -0.2%
HCA
770
Heck Capital Advisors
Wisconsin
$2.73M -$719K -12,915 -21%
KW
771
KWB Wealth
California
$2.73M -$61K -1,095 -2%
BFM
772
Broadview Financial Management
Wisconsin
$2.71M -$4.73K -85 -0.2%
GHA
773
GW Henssler & Associates
Georgia
$2.7M +$2.66M +47,730 New
IC
774
IEQ Capital
California
$2.69M +$486K +8,730 +23%
CFD
775
Creative Financial Designs
Indiana
$2.68M +$161K +2,895 +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.