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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
DWT
901
Dorsey & Whitney Trust
South Dakota
$1.32M
TI
902
Truepoint Inc
Ohio
$1.3M -$137K -2,745 -10%
PMFA
903
Plante Moran Financial Advisors
Michigan
$1.3M -$229K -4,580 -15%
CG
904
Corundum Group
Colorado
$1.3M +$38.7K +775 +3%
RFG
905
Range Financial Group
Oregon
$1.29M +$1.24M +24,850 New
JF
906
JSF Financial
California
$1.29M -$173K -3,470 -12%
PFGIA
907
Patriot Financial Group Insurance Agency
Massachusetts
$1.29M -$45.9K -920 -4%
T. Rowe Price Associates
908
T. Rowe Price Associates
Maryland
$1.27M
EPWM
909
Essex Private Wealth Management
Massachusetts
$1.25M
FPS
910
Fieldpoint Private Securities
Connecticut
$1.25M +$57.4K +1,150 +5%
CHA
911
Carmichael Hill & Associates
Maryland
$1.24M -$37.2K -745 -3%
BCM
912
BTC Capital Management
Iowa
$1.23M -$51.7K -1,035 -4%
NCM
913
Next Capital Management
New York
$1.23M +$153K +3,060 +15%
WCM
914
Wealthcare Capital Management
Virginia
$1.23M -$52.2K -1,045 -4%
PIMG
915
Patriot Investment Management Group
Tennessee
$1.23M +$455K +9,110 +63%
SAM
916
S.A. Mason
Michigan
$1.22M +$300K +6,000 +35%
BAM
917
Berkshire Asset Management
Pennsylvania
$1.21M
WGCA
918
Wolf Group Capital Advisors
Virginia
$1.21M +$31.7K +635 +3%
OC
919
Oarsman Capital
Wisconsin
$1.2M +$110K +2,205 +11%
SFA
920
Source Financial Advisors
New York
$1.19M +$37K +740 +3%
DACG
921
Donor Advised Charitable Giving
California
$1.19M -$117K -2,350 -9%
CF
922
Centaurus Financial
California
$1.18M +$34.7K +695 +3%
NYLIM
923
New York Life Investment Management
New York
$1.18M +$1.13M +22,710 New
KLCM
924
KG&L Capital Management
Louisiana
$1.18M -$46.7K -935 -4%
EW
925
Evoke Wealth
California
$1.18M +$673K +13,470 +147%

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.