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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
FFN
976
Focus Financial Network
Minnesota
$1.02M +$401K +8,020 +70%
IFG
977
Investors Financial Group
Minnesota
$1.01M +$40.5K +810 +4%
CRI
978
Colonial River Investments
Virginia
$1.01M +$52.7K +1,055 +6%
RW
979
RVW Wealth
California
$1M
EIA
980
Eldridge Investment Advisors
New Hampshire
$999K +$81.9K +1,640 +9%
WAM
981
Weatherly Asset Management
California
$996K
Treasurer of the State of North Carolina
982
Treasurer of the State of North Carolina
North Carolina
$987K -$336K -6,725 -26%
OAM
983
Occidental Asset Management
California
$984K -$3.75K -75 -0.4%
PIP
984
Peachtree Investment Partners
Florida
$984K -$250 -5 -0%
TCM
985
Tufton Capital Management
Maryland
$984K +$38.2K +765 +4%
CL
986
CIM LLC
New York
$975K
MM
987
Meridian Management
Arkansas
$970K +$670K +13,415 +257%
Kovitz Investment Group Partners
988
Kovitz Investment Group Partners
Illinois
$957K +$7.74K +155 +0.9%
NEWAS
989
N.E.W. Advisory Services
Wisconsin
$956K -$272K -5,450 -23%
JWBC
990
John W. Brooker & Co
California
$956K -$106K -2,120 -10%
HWM
991
Hemington Wealth Management
Virginia
$956K -$38K -760 -4%
SWPG
992
Strategic Wealth Partners Group
Illinois
$950K
BCM
993
Brookmont Capital Management
Texas
$941K -$10.7K -215 -1%
DBT
994
Dubuque Bank & Trust
Iowa
$940K -$32K -640 -3%
CCA
995
Cobblestone Capital Advisors
New York
$937K -$35.7K -715 -4%
SC
996
Scotia Capital
Ontario, Canada
$936K +$540K +10,820 +151%
LNWTC
997
Laird Norton Wetherby Trust Company
Washington
$929K
SC
998
Sepio Capital
Utah
$928K -$1.09M -21,800 -55%
ICG
999
InterOcean Capital Group
Tennessee
$927K +$437K +8,745 +97%
CBT
1000
Capital Bank & Trust
California
$916K -$50.7K -1,015 -5%

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.