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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
C
876
Clearshares
New York
$1.42M +$1.36M +27,185 New
BW
877
Bison Wealth
Georgia
$1.41M +$134K +2,680 +11%
WMP
878
Wealth Management Partners
Arizona
$1.4M -$61.4K -1,230 -4%
UTC
879
Unified Trust Company
Kentucky
$1.4M -$2.25K -45 -0.2%
RIM
880
Rockbridge Investment Management
New York
$1.4M -$55.4K -1,110 -4%
BJL
881
Brighton Jones LLC
Washington
$1.4M +$160K +3,210 +14%
FG
882
Fiduciary Group
Georgia
$1.4M +$40.7K +815 +3%
CAWM
883
Capital Advisors Wealth Management
Washington
$1.4M +$1.34M +26,790 New
WCWM
884
Wooster Corthell Wealth Management
Connecticut
$1.39M -$132K -2,650 -9%
Barclays
885
Barclays
United Kingdom
$1.39M +$1.2M +24,045 +907%
SCM
886
Southport Capital Management
Tennessee
$1.39M +$165K +3,300 +14%
QCIG
887
Quad-Cities Investment Group
Iowa
$1.39M +$172K +3,445 +15%
SF
888
Summit Financial
New Jersey
$1.39M +$272K +5,440 +26%
LNWWM
889
Laird Norton Wetherby Wealth Management
California
$1.38M -$1.04M -20,860 -44%
VCA
890
Verdence Capital Advisors
Maryland
$1.38M -$90.6K -1,815 -6%
BWCS
891
Beirne Wealth Consulting Services
Connecticut
$1.38M +$17.2K +345 +1%
B
892
Bridgeworth
Alabama
$1.38M -$78.7K -1,575 -6%
IC
893
Intersect Capital
California
$1.37M +$202K +4,040 +18%
HWA
894
Hilltop Wealth Advisors
North Carolina
$1.35M -$61.2K -1,225 -5%
MAWCM
895
Mine & Arao Wealth Creation & Management
California
$1.34M
NSB
896
Norway Savings Bank
Maine
$1.34M +$410K +8,200 +47%
CPC
897
Congress Park Capital
New York
$1.34M +$337K +6,750 +36%
AWP
898
Ascent Wealth Partners
New York
$1.33M -$53.9K -1,080 -4%
WA
899
WP Advisors
California
$1.33M
AF
900
Allworth Financial
California
$1.33M +$68.4K +1,370 +6%

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.