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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
DSC
926
Duncker Streett & Co
Missouri
$1.69M +$1.95K +35 +0.1%
AFC
927
AFT Forsyth & Company
Florida
$1.68M -$37.3K -670 -2%
WT
928
Washington Trust
Rhode Island
$1.67M -$254K -4,555 -13%
ASFA
929
All Season Financial Advisors
Colorado
$1.66M -$1.66M -29,875 -50%
LNB
930
Ledyard National Bank
$1.66M -$74.3K -1,335 -4%
AW
931
ACG Wealth
Georgia
$1.66M +$86K +1,545 +6%
CCM
932
Condor Capital Management
New Jersey
$1.65M -$36.2K -650 -2%
CCM
933
Colorado Capital Management
Colorado
$1.65M -$30.9K -555 -2%
WA
934
WBH Advisory
Maryland
$1.64M -$9.46K -170 -0.6%
SFI
935
SPC Financial Inc
Maryland
$1.64M +$25.6K +460 +2%
ONST
936
Old North State Trust
North Carolina
$1.63M
AIP
937
Almanack Investment Partners
Pennsylvania
$1.63M +$61.2K +1,100 +4%
VWM
938
Valley Wealth Managers
New Jersey
$1.62M
NF
939
Nikulski Financial
Iowa
$1.62M +$84.6K +1,520 +6%
EAM
940
Evanson Asset Management
California
$1.62M +$278 +5 +0%
BA
941
Ballew Advisors
Mississippi
$1.62M +$210K +3,770 +15%
BFS
942
Bradley Foster & Sargent
Connecticut
$1.61M -$100K -1,800 -6%
BAS
943
Brown Advisory Securities
Maryland
$1.6M +$33.4K +600 +2%
AAM
944
Ameraudi Asset Management
New York
$1.6M -$5.01K -90 -0.3%
XF
945
XML Financial
Maryland
$1.6M +$27K +485 +2%
MA
946
Mutual Advisors
Nebraska
$1.6M -$1.04M -18,640 -40%
NEGWA
947
New England Guild Wealth Advisors
Connecticut
$1.58M +$557 +10 +0%
KL
948
KWMG LLC
Kansas
$1.58M -$31.7K -570 -2%
DFG
949
Demars Financial Group
Washington
$1.57M -$68.5K -1,230 -4%
OWA
950
Octavia Wealth Advisors
Ohio
$1.56M -$46.8K -840 -3%

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.