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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
WP
826
WealthSource Partners
California
$1.68M -$40.2K -805 -2%
EWA
827
ERTS Wealth Advisors
Michigan
$1.68M +$78.2K +1,565 +5%
EDRH
828
Edmond de Rothschild Holding
Switzerland
$1.67M +$156K +3,115 +11%
EWM
829
Endurance Wealth Management
Rhode Island
$1.66M +$169K +3,390 +12%
RG
830
Rikoon Group
New Mexico
$1.66M +$250 +5 +0%
FWCM
831
Ferguson Wellman Capital Management
Oregon
$1.64M -$5.58M -111,640 -78%
TFF
832
The Family Firm
Maryland
$1.64M +$17.5K +350 +1%
ACM
833
Ategra Capital Management
Virginia
$1.62M -$43.2K -865 -3%
KBC Group
834
KBC Group
Belgium
$1.61M +$699K +14,000 +82%
BFO
835
Biltmore Family Office
North Carolina
$1.61M +$38K +760 +3%
Neuberger Berman Group
836
Neuberger Berman Group
New York
$1.6M +$328K +6,565 +27%
PWMAG
837
Pinnacle Wealth Management Advisory Group
New Jersey
$1.6M +$3.75K +75 +0.2%
NEGWA
838
New England Guild Wealth Advisors
Connecticut
$1.59M -$86.9K -1,740 -5%
HCA
839
Harbour Capital Advisors
Virginia
$1.59M +$1.52M +30,465 New
MCA
840
Magnolia Capital Advisors
Mississippi
$1.58M -$47.4K -950 -3%
VOYA Investment Management
841
VOYA Investment Management
Georgia
$1.57M +$887K +17,765 +143%
AFC
842
AFT Forsyth & Company
Florida
$1.57M
KBFS
843
Kohmann Bosshard Financial Services
Ohio
$1.57M -$87.4K -1,750 -5%
CCM
844
Condor Capital Management
New Jersey
$1.56M -$84.4K -1,690 -5%
BWM
845
BigSur Wealth Management
Florida
$1.56M
Lido Advisors
846
Lido Advisors
California
$1.56M -$54.4K -1,090 -4%
BFC
847
Bedel Financial Consulting
Indiana
$1.56M +$54.2K +1,085 +4%
JBA
848
Johnson Bixby & Associates
Washington
$1.55M -$219K -4,380 -13%
CRCM
849
Corbett Road Capital Management
Virginia
$1.55M -$2.28M -45,560 -60%
DSC
850
Duncker Streett & Co
Missouri
$1.55M

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.