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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
KCP
951
KDI Capital Partners
North Carolina
$1.09M +$36.7K +735 +4%
TCOO
952
Trust Company of Oklahoma
Oklahoma
$1.08M +$90.6K +1,815 +10%
DDC
953
DF Dent & Co
Maryland
$1.08M +$1.03M +20,705 New
AAMC
954
Asset Allocation & Management Company
Illinois
$1.08M
Qube Research & Technologies (QRT)
955
Qube Research & Technologies (QRT)
United Kingdom
$1.07M +$970K +19,425 +1,653%
FI
956
FormulaFolio Investments
Michigan
$1.07M -$15.3M -306,155 -94%
IIM
957
Ipswich Investment Management
Massachusetts
$1.06M -$13K -260 -1%
RIA
958
Realta Investment Advisors
Delaware
$1.06M +$492K +9,850 +93%
MA
959
Mutual Advisors
Nebraska
$1.06M +$39.7K +795 +4%
TI
960
tru Independence
Oregon
$1.05M +$1.01M +20,260 New
ACG
961
Allen Capital Group
Nebraska
$1.05M
FMC
962
First Merchants Corp
Indiana
$1.05M +$9.99K +200 +1%
BWA
963
Beam Wealth Advisors
Louisiana
$1.05M +$46.2K +925 +5%
PAM
964
Palisade Asset Management
Minnesota
$1.05M -$2K -40 -0.2%
OR
965
Olympiad Research
Connecticut
$1.05M +$1.01M +20,170 New
GC
966
Grace Capital
Massachusetts
$1.05M
WSTAM
967
Wilbanks Smith & Thomas Asset Management
Virginia
$1.05M +$8.99K +180 +0.9%
TFS
968
Thoroughbred Financial Services
Tennessee
$1.05M +$62.9K +1,260 +7%
AI
969
Accredited Investors
Minnesota
$1.04M -$508K -10,180 -34%
IAA
970
Independent Advisor Alliance
North Carolina
$1.04M +$11.7K +235 +1%
AF
971
Apexium Financial
Texas
$1.03M +$131K +2,630 +15%
CAM
972
Concorde Asset Management
Michigan
$1.03M +$315K +6,300 +47%
RPGK
973
Retirement Planning Group (Kansas)
Kansas
$1.03M -$448K -8,975 -31%
MJRIC
974
Mogy Joel R Investment Counsel
California
$1.02M +$16.2K +325 +2%
VWA
975
V Wealth Advisors
Kansas
$1.02M +$41.9K +840 +4%

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.