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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
RRA
901
Round Rock Advisors
Connecticut
$1.82M +$1.79M +32,155 New
EDRH
902
Edmond de Rothschild Holding
Switzerland
$1.81M
TH
903
TCTC Holdings
Texas
$1.8M +$793K +14,245 +81%
AWA
904
Archvest Wealth Advisors
California
$1.8M +$1.77M +31,740 New
MWA
905
Motive Wealth Advisors
Michigan
$1.79M +$324K +5,825 +23%
BFC
906
Bedel Financial Consulting
Indiana
$1.79M -$9.46K -170 -0.5%
RMCM
907
Reynders McVeigh Capital Management
Massachusetts
$1.78M -$72.4K -1,300 -4%
IP
908
Investment Partners
Ohio
$1.78M +$2.5K +45 +0.1%
PGWM
909
Pitti Group Wealth Management
New York
$1.76M +$1.74M +31,170 New
OPA
910
Old Port Advisors
Maine
$1.76M -$161K -2,895 -8%
BFG
911
Baron Financial Group
New Jersey
$1.76M +$26.4K +475 +2%
WP
912
WealthSource Partners
California
$1.76M -$13.4K -240 -0.8%
SIC
913
Samalin Investment Counsel
New York
$1.75M -$51.8K -930 -3%
HCA
914
Harbour Capital Advisors
Virginia
$1.75M -$18.1K -325 -1%
CWM
915
Campbell Wealth Management
Virginia
$1.74M -$50.9K -915 -3%
RFG
916
Range Financial Group
Oregon
$1.74M +$105K +1,880 +7%
MOACM
917
Mutual of America Capital Management
New York
$1.74M +$101K +1,810 +6%
TFF
918
The Family Firm
Maryland
$1.73M -$39K -700 -2%
GC
919
Gilbert & Cook
Iowa
$1.73M -$103K -1,850 -6%
LWM
920
Lionsbridge Wealth Management
Florida
$1.73M -$30.6K -550 -2%
APP
921
Avantax Planning Partners
Iowa
$1.72M +$860K +15,455 +104%
CC
922
Corsicana & Co
Texas
$1.72M +$67.1K +1,205 +4%
BJL
923
Brighton Jones LLC
Washington
$1.71M +$133K +2,390 +9%
RWA
924
Ropes Wealth Advisors
Massachusetts
$1.71M
FG
925
Fiduciary Group
Georgia
$1.7M +$124K +2,235 +8%

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.