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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
TMWM
876
Taylor & Morgan Wealth Management
Michigan
$1.94M +$1.91M +34,275 New
BWM
877
BigSur Wealth Management
Florida
$1.94M
CWA
878
Consilio Wealth Advisors
Washington
$1.94M +$1.89M +33,965 New
MTIC
879
Missouri Trust & Investment Company
Missouri
$1.93M +$1.9M +34,135 New
VAFP
880
Vahanian & Associates Financial Planning
New York
$1.93M +$1.9M +34,075 New
HC
881
HNP Capital
New York
$1.93M +$278 +5 +0%
VRM
882
Vectors Research Management
New York
$1.93M +$278 +5 +0%
PCA
883
Providence Capital Advisors
North Carolina
$1.92M +$5.84K +105 +0.3%
Neuberger Berman Group
884
Neuberger Berman Group
New York
$1.91M +$25.6K +460 +1%
ACM
885
Ategra Capital Management
Virginia
$1.91M +$30.6K +550 +2%
MFW
886
Meristem Family Wealth
Minnesota
$1.91M +$557 +10 +0%
OWA
887
Outlook Wealth Advisors
Texas
$1.89M -$329K -5,915 -15%
RG
888
Rathbones Group
United Kingdom
$1.89M -$67.6K -1,215 -4%
MA
889
MBA Advisors
Pennsylvania
$1.88M
AAMC
890
Asset Allocation & Management Company
Illinois
$1.88M +$700K +12,575 +61%
RIM
891
Rockbridge Investment Management
New York
$1.88M -$75.1K -1,350 -4%
WDL
892
Well Done LLC
Michigan
$1.88M -$18.9K -340 -1%
MW
893
Marcum Wealth
Ohio
$1.86M +$413K +7,425 +29%
SC
894
Savant Capital
Illinois
$1.86M +$5.29K +95 +0.3%
Barclays
895
Barclays
United Kingdom
$1.86M +$1.08M +19,385 +144%
CA
896
Claro Advisors
Massachusetts
$1.84M +$449K +8,060 +33%
CAL
897
Capital Advisors Ltd
Ohio
$1.83M +$81.3K +1,460 +5%
CAAM
898
Cornerstone Advisors Asset Management
Pennsylvania
$1.83M +$1.8M +32,315 New
SI
899
Saxon Interests
Texas
$1.82M +$1.81M +32,565 New
MIM
900
Macroview Investment Management
Maryland
$1.82M -$28.1K -505 -2%

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.