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iShares Core S&P Mid-Cap ETF

1,616 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, 589 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: 1,5821,616 (+34)

12% less repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 669

21% less call options, than puts

Call options by funds: $30.8M | Put options by funds: $39.3M

Holders
1,616
Holders Change
+34
Holders Change %
+2.15%
% of All Funds
28.38%
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
589
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
MML Investors Services
76
MML Investors Services
Massachusetts
$79M -$647K -12,950 -0.8%
HI
77
Harbour Investments
Wisconsin
$78.6M +$75.4M +1,509,310 New
TF
78
TIAA FSB
Florida
$78.1M -$5.45M -109,100 -7%
MCM
79
MAI Capital Management
Ohio
$75M +$4.51M +90,265 +7%
FT
80
Fiduciary Trust
Massachusetts
$74M +$1.71M +34,210 +2%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$73.5M +$17.7M +354,080 +33%
PFO
82
Pathstone Family Office
New Jersey
$73M -$1.12M -22,510 -2%
AFG
83
Arkansas Financial Group
Arkansas
$72.8M -$5.36M -107,270 -7%
WT
84
Whittier Trust
California
$71.4M +$7.79M +156,080 +13%
VC
85
Vicus Capital
Pennsylvania
$71.4M -$8.89M -178,055 -11%
Comerica Bank
86
Comerica Bank
Texas
$69.8M +$156K +3,120 +0.2%
AIA
87
Ally Invest Advisors
North Carolina
$68.8M +$5.8M +116,235 +10%
VA
88
Valmark Advisers
Ohio
$68.8M -$1.38M -27,610 -2%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$66.9M +$5.79M +115,885 +10%
AWM
90
Altium Wealth Management
New York
$66.9M +$2.28M +45,730 +4%
Rafferty Asset Management
91
Rafferty Asset Management
New York
$64.3M +$10.2M +203,550 +20%
LRIA
92
Leonard Rickey Investment Advisors
Washington
$64.2M -$1.25M -24,960 -2%
BPB
93
Badgley, Phelps & Bell
Washington
$64.1M -$1.33M -26,725 -2%
Bessemer Group
94
Bessemer Group
New Jersey
$62.6M +$2.29M +45,775 +4%
FLPIM
95
F.L. Putnam Investment Management
Massachusetts
$61.7M +$2.89M +57,945 +5%
LF
96
Lee Financial
Texas
$61M -$2.22M -44,550 -4%
PFM
97
Phillips Financial Management
Indiana
$60.3M -$1.25M -25,095 -2%
MAM
98
Madison Asset Management
Wisconsin
$60.1M -$1.82M -36,475 -3%
CCFCSB
99
Cape Cod Five Cents Savings Bank
Massachusetts
$59.9M -$1.85M -37,060 -3%
PAG
100
Private Advisor Group
New Jersey
$59.3M -$9.38M -187,835 -14%

IJH Hedge Fund Activity: Q1 2021 in Review

1,616 of the 5,695 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 589 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.

  • 1,616 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2021, up from 1,582 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.