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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
MW
801
Marcum Wealth
Ohio
$1.81M +$1.74M +34,805 New
ATPW
802
Ashton Thomas Private Wealth
Arizona
$1.78M +$396K +7,920 +30%
GC
803
Gilbert & Cook
Iowa
$1.78M -$78.7K -1,575 -4%
SBH
804
Segall Bryant & Hamill
Illinois
$1.78M -$160K -3,210 -9%
WOSD
805
WFA of San Diego
California
$1.77M -$32.2K -645 -2%
HC
806
HNP Capital
New York
$1.77M -$9.49K -190 -0.6%
VRM
807
Vectors Research Management
New York
$1.77M -$9.49K -190 -0.6%
American Century Companies
808
American Century Companies
Missouri
$1.77M -$774K -15,500 -31%
TIA
809
Tiemann Investment Advisors
California
$1.76M +$62.2K +1,245 +4%
Invesco
810
Invesco
Georgia
$1.76M -$30.7K -615 -2%
CSPIA
811
Cary Street Partners Investment Advisory
Virginia
$1.76M -$104K -2,085 -6%
LNB
812
Ledyard National Bank
$1.75M -$181K -3,620 -10%
RA
813
RFG Advisory
Alabama
$1.75M -$108K -2,165 -6%
ECM
814
Evergreen Capital Management
Washington
$1.74M -$3.75K -75 -0.2%
SW
815
StrongBox Wealth
Missouri
$1.74M +$499K +9,990 +43%
GIA
816
Granite Investment Advisors
New Hampshire
$1.73M +$83.6K +1,675 +5%
PCA
817
Providence Capital Advisors
North Carolina
$1.73M -$35.7K -715 -2%
LFA
818
Legacy Financial Advisors
Kentucky
$1.73M +$138K +2,765 +9%
SS
819
Simplicity Solutions
Minnesota
$1.72M -$52.5M -1,051,815 -97%
9WM
820
9258 Wealth Management
Ohio
$1.71M +$138K +2,770 +9%
HIIFS
821
Harel Insurance Investments & Financial Services
Israel
$1.71M
Millennium Management
822
Millennium Management
New York
$1.7M -$59.7M -1,195,390 -97%
CCM
823
Colorado Capital Management
Colorado
$1.7M -$130K -2,595 -7%
BAS
824
Brown Advisory Securities
Maryland
$1.69M
OWA
825
Octavia Wealth Advisors
Ohio
$1.69M -$151K -3,030 -9%

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.