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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
NSB
851
Norway Savings Bank
Maine
$2.06M +$139K +2,505 +7%
FHA
852
Flagship Harbor Advisors
Massachusetts
$2.04M +$1.67K +30 +0.1%
CI
853
Cigna Investments
Connecticut
$2.04M +$55.7K +1,000 +3%
BF
854
Blankinship & Foster
California
$2.04M +$557 +10 +0%
AF
855
Advisornet Financial
Minnesota
$2.03M +$259K +4,660 +15%
EI
856
Ellevest Inc
New York
$2.02M +$3.34K +60 +0.2%
WP
857
WealthShield Partners
North Carolina
$2.02M +$1.44M +25,900 +263%
CSPIA
858
Cary Street Partners Investment Advisory
Virginia
$2.02M +$37.3K +670 +2%
MMHP
859
Murphy Middleton Hinkle & Parker
Georgia
$2.01M -$80.2K -1,440 -4%
1WM
860
1900 Wealth Management
Texas
$2.01M +$95.5K +1,715 +5%
HS
861
Horan Securities
United States
$2.01M +$1.97M +35,470 New
EK
862
Evensky & Katz
Florida
$2.01M +$11.7K +210 +0.6%
TPSF
863
Texas Permanent School Fund
Texas
$2.01M -$1.28M -22,950 -39%
V
864
VeraBank
Texas
$2M -$18.6K -335 -0.9%
LA
865
Latitude Advisors
Florida
$2M +$245K +4,395 +14%
PCMC
866
Private Capital Management (Colorado)
Colorado
$2M -$69.3K -1,245 -3%
CSIC
867
Clifford Swan Investment Counsel
California
$1.99M
CFFP
868
Center for Financial Planning
Michigan
$1.98M +$308K +5,525 +19%
BB
869
Berkshire Bank
Massachusetts
$1.98M +$715K +12,845 +58%
OFS
870
Oldfather Financial Services
Nebraska
$1.97M +$125K +2,250 +7%
BFEC
871
Benjamin F. Edwards & Company
Missouri
$1.97M +$20.9K +375 +1%
SCM
872
Southport Capital Management
Tennessee
$1.95M -$153K -2,755 -7%
KBFS
873
Kohmann Bosshard Financial Services
Ohio
$1.95M
WP
874
WealthPLAN Partners
Nebraska
$1.95M +$34K +610 +2%
AFO
875
Allie Family Office
Florida
$1.95M +$1.91M +34,375 New

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.