We are live on ! Find out more
IJH icon

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
SHJ
976
Sharkey, Howes & Javer
Colorado
$1.44M -$314K -5,640 -18%
FPS
977
Fieldpoint Private Securities
Connecticut
$1.44M +$16.7K +300 +1%
PWG
978
Private Wealth Group
Florida
$1.44M -$1.6M -28,755 -53%
CA
979
Calton & Associates
Florida
$1.43M -$1.31M -23,600 -48%
RA
980
Rise Advisors
New York
$1.43M +$1.41M +25,260 New
JWS
981
Juncture Wealth Strategies
Arizona
$1.43M +$154K +2,770 +12%
WCM
982
Wealthcare Capital Management
Virginia
$1.42M +$122K +2,185 +10%
KWM
983
Kaydan Wealth Management
Michigan
$1.41M +$1.38M +24,880 New
BLC
984
Brown, Lisle/Cummings
Rhode Island
$1.41M +$1.38M +24,865 New
MCM
985
Maryland Capital Management
Maryland
$1.4M +$8.63K +155 +0.6%
WCWM
986
Wooster Corthell Wealth Management
Connecticut
$1.39M -$28.9K -520 -2%
WMP
987
Wealth Management Partners
Arizona
$1.39M +$23.9K +430 +2%
FMC
988
First Merchants Corp
Indiana
$1.39M +$39.8K +715 +3%
EW
989
Evoke Wealth
California
$1.39M +$104K +1,875 +8%
NCM
990
Next Capital Management
New York
$1.38M +$835 +15 +0.1%
CWS
991
Confluence Wealth Services
Pennsylvania
$1.38M +$1.36M +24,355 New
SCP
992
Syntal Capital Partners
Texas
$1.37M +$472K +8,475 +54%
PCA
993
Personal Capital Advisors
California
$1.36M +$194K +3,480 +16%
ECM
994
Evergreen Capital Management
Washington
$1.36M
ARC
995
Advisor Resource Council
Texas
$1.35M +$542K +9,745 +69%
WA
996
Wealthstream Advisors
New York
$1.35M +$1.33M +23,870 New
BCM
997
BTC Capital Management
Iowa
$1.34M +$55.7K +1,000 +4%
MA
998
Maxele Advisors
Missouri
$1.34M +$1.32M +23,680 New
GLA
999
Great Lakes Advisors
Illinois
$1.34M +$911K +16,360 +225%
KLCM
1000
KG&L Capital Management
Louisiana
$1.34M +$43.1K +775 +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.