We are live on ! Find out more
IJH icon

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
DFG
851
Demars Financial Group
Washington
$1.55M +$1.5K +30 +0.1%
BFG
852
Baron Financial Group
New Jersey
$1.54M -$33.7K -675 -2%
AAM
853
Ameraudi Asset Management
New York
$1.54M -$41.5K -830 -3%
IAIM
854
International Assets Investment Management
Florida
$1.54M +$725K +14,515 +85%
VWM
855
Valley Wealth Managers
New Jersey
$1.53M -$62.4K -1,250 -4%
NAG
856
Northstar Advisory Group
New Jersey
$1.52M -$1.3M -26,005 -47%
RMCM
857
Reynders McVeigh Capital Management
Massachusetts
$1.51M -$33K -660 -2%
FWP
858
FAS Wealth Partners
Kansas
$1.51M +$19.5K +390 +1%
KL
859
KWMG LLC
Kansas
$1.49M -$190K -3,795 -12%
EAM
860
Evanson Asset Management
California
$1.49M
QT
861
Quantbot Technologies
New York
$1.49M +$1.43M +28,545 New
BFEC
862
Benjamin F. Edwards & Company
Missouri
$1.48M +$213K +4,260 +18%
MFG
863
Merit Financial Group
Georgia
$1.48M -$223K -4,460 -14%
CFD
864
Creative Financial Designs
Indiana
$1.48M -$56.7K -1,135 -4%
WP
865
WealthPLAN Partners
Nebraska
$1.48M +$14.5K +290 +1%
WA
866
WBH Advisory
Maryland
$1.48M +$68.4K +1,370 +5%
AWA
867
ARQ Wealth Advisors
Arizona
$1.47M -$44.9K -900 -3%
CAL
868
Capital Advisors Ltd
Ohio
$1.47M
ONST
869
Old North State Trust
North Carolina
$1.47M -$23.5K -470 -2%
AF
870
Advisornet Financial
Minnesota
$1.46M -$117K -2,340 -8%
CL
871
Choreo LLC
Illinois
$1.45M +$999 +20 +0.1%
TFA
872
Tranquilli Financial Advisor
New Jersey
$1.45M -$3.41M -68,335 -71%
CFFP
873
Center for Financial Planning
Michigan
$1.44M -$27.2K -545 -2%
HCA
874
Heck Capital Advisors
Wisconsin
$1.43M +$610K +12,220 +81%
CG
875
Caprock Group
Idaho
$1.42M +$53.7K +1,075 +4%

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.