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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
MMHP
776
Murphy Middleton Hinkle & Parker
Georgia
$1.98M -$48.2K -965 -2%
IWS
777
Insight Wealth Strategies
California
$1.98M +$302K +6,055 +19%
BFA
778
Beacon Financial Advisory
Ohio
$1.95M -$517K -10,355 -22%
WS
779
Wedbush Securities
California
$1.93M +$283K +5,675 +18%
V
780
VeraBank
Texas
$1.93M
WT
781
Washington Trust
Rhode Island
$1.93M +$27.5K +550 +2%
CI
782
Cigna Investments
Connecticut
$1.93M +$225K +4,500 +14%
CWA
783
Centennial Wealth Advisory
Michigan
$1.93M -$18.5K -370 -1%
CAG
784
Csenge Advisory Group
Florida
$1.93M +$1.03M +20,560 +132%
RG
785
Rathbones Group
United Kingdom
$1.93M +$233K +4,670 +14%
NCG
786
Newport Capital Group
New Jersey
$1.91M
AW
787
ACG Wealth
Georgia
$1.91M +$1.19M +23,870 +187%
SC
788
Savant Capital
Illinois
$1.9M -$15.7K -315 -0.9%
EI
789
Ellevest Inc
New York
$1.89M -$7.24K -145 -0.4%
FHA
790
Flagship Harbor Advisors
Massachusetts
$1.89M -$5.99K -120 -0.3%
CWM
791
Campbell Wealth Management
Virginia
$1.88M +$30K +600 +2%
TC
792
TownSquare Capital
Utah
$1.87M -$3.71M -74,380 -67%
SFG
793
Sovereign Financial Group
Connecticut
$1.85M -$1.25K -25 -0.1%
RWA
794
Ropes Wealth Advisors
Massachusetts
$1.84M
KFGK
795
Keystone Financial Group (Kentucky)
Kentucky
$1.84M -$31.7K -635 -2%
OC
796
Oakworth Capital
Alabama
$1.83M -$2K -40 -0.1%
OFS
797
Oldfather Financial Services
Nebraska
$1.83M +$999 +20 +0.1%
OPA
798
Old Port Advisors
Maine
$1.83M -$36K -720 -2%
GVAG
799
Great Valley Advisor Group
Delaware
$1.83M -$556K -11,125 -24%
WDL
800
Well Done LLC
Michigan
$1.83M +$33.2K +665 +2%

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.