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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
CPP
951
Capasso Planning Partners
South Carolina
$1.56M +$1.54M +27,620 New
LNWTC
952
Laird Norton Wetherby Trust Company
Washington
$1.55M +$23.9K +430 +2%
IC
953
Intersect Capital
California
$1.54M -$3.9K -70 -0.3%
B
954
Brightworth
Georgia
$1.54M +$878K +15,770 +138%
HC
955
Hamilton Capital
Ohio
$1.53M +$1.51M +27,090 New
RB
956
Renasant Bank
Mississippi
$1.53M +$584K +10,485 +64%
LWM
957
Lyell Wealth Management
California
$1.52M -$472K -8,475 -24%
KIG
958
Kowal Investment Group
Wisconsin
$1.52M +$298K +5,345 +25%
CAG
959
Csenge Advisory Group
Florida
$1.52M -$121K -2,180 -7%
B
960
Bridgeworth
Alabama
$1.51M +$27K +485 +2%
MFG
961
Merit Financial Group
Georgia
$1.5M -$73.2K -1,315 -5%
JBA
962
Johnson Bixby & Associates
Washington
$1.49M +$45.4K +815 +3%
GI
963
GS Investments
Minnesota
$1.49M +$12.2K +220 +0.8%
SWM
964
Southern Wealth Management
Texas
$1.48M -$697K -12,520 -32%
AAM
965
Autus Asset Management
Arizona
$1.48M +$388K +6,970 +36%
HWA
966
Hilltop Wealth Advisors
North Carolina
$1.48M +$1.95K +35 +0.1%
PMFA
967
Plante Moran Financial Advisors
Michigan
$1.47M +$84.3K +1,515 +6%
CG
968
Caprock Group
Idaho
$1.47M +$17.5K +315 +1%
MAWCM
969
Mine & Arao Wealth Creation & Management
California
$1.47M +$5.84K +105 +0.4%
WA
970
WP Advisors
California
$1.47M +$10.6K +190 +0.7%
AWA
971
ARQ Wealth Advisors
Arizona
$1.47M +$47.3K +850 +3%
FWP
972
FAS Wealth Partners
Kansas
$1.45M -$89.3K -1,605 -6%
QT
973
Quantbot Technologies
New York
$1.45M +$1.25M +22,520 +725%
ESB
974
Essex Savings Bank
Connecticut
$1.44M +$23.7K +425 +2%
PFG
975
Pinnacle Financial Group
Illinois
$1.44M +$1.42M +25,510 New

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.