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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
FMBTD
801
First Midwest Bank Trust Division
Illinois
$2.44M +$2.78K +50 +0.1%
CWM
802
Cranbrook Wealth Management
Michigan
$2.43M -$112K -2,010 -4%
SYBT
803
Stock Yards Bank & Trust
Kentucky
$2.43M +$1.9M +34,065 +387%
BAM
804
Belpointe Asset Management
Nevada
$2.42M +$1.78M +32,030 +300%
NB
805
NBT Bank
New York
$2.42M -$124K -2,235 -5%
WAOI
806
Wealth Advisors of Iowa
Iowa
$2.42M -$188K -3,370 -7%
TGAM
807
TBH Global Asset Management
Tennessee
$2.39M +$23.1K +415 +1%
BONH
808
Bank of New Hampshire
New Hampshire
$2.38M +$126K +2,265 +6%
STA
809
Summit Trail Advisors
New York
$2.38M -$93.8K -1,685 -4%
PRWA
810
Platte River Wealth Advisors
Colorado
$2.37M -$105K -1,880 -4%
BWL
811
Bogart Wealth LLC
Virginia
$2.35M -$5.01K -90 -0.2%
VOYA Investment Management
812
VOYA Investment Management
Georgia
$2.3M -$839K -15,070 -27%
AT
813
Arvest Trust
Oklahoma
$2.3M +$2.26M +40,600 New
MFC
814
Morris Financial Concepts
South Carolina
$2.3M +$2.26M +40,610 New
PA
815
Parallel Advisors
California
$2.29M -$88.8K -1,595 -4%
BHBT
816
Burke & Herbert Bank & Trust
Virginia
$2.28M +$5.29K +95 +0.2%
PAI
817
Pittenger & Anderson Inc
Nebraska
$2.28M +$981K +17,625 +78%
JCM
818
Jacobi Capital Management
Pennsylvania
$2.28M +$1.4M +25,150 +166%
EFL
819
ERn Financial LLC
Wisconsin
$2.28M -$171K -3,070 -7%
E
820
ETFidea
New York
$2.28M +$2.24M +40,230 New
FSWA
821
Financial Synergies Wealth Advisors
Texas
$2.27M +$12K +215 +0.5%
AWMG
822
Alliance Wealth Management Group
New Jersey
$2.26M +$55.4K +995 +3%
HCM
823
Hengehold Capital Management
Ohio
$2.25M +$774K +13,910 +54%
SWM
824
SigFig Wealth Management
California
$2.24M +$778K +13,980 +55%
IAS
825
Investment Advisory Services
Texas
$2.24M +$367K +6,600 +20%

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.