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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
ICP
1001
Interchange Capital Partners
Pennsylvania
$915K -$35.5K -710 -4%
TCOT
1002
Trust Company of Toledo
Ohio
$915K -$17K -340 -2%
MFT
1003
Moisand Fitzgerald Tamayo
Florida
$914K -$25K -500 -3%
TP
1004
Tranquility Partners
Tennessee
$912K +$10.5K +210 +1%
LA
1005
LexAurum Advisors
Kansas
$910K +$87.9K +1,760 +11%
BUB
1006
BBVA USA Bancshares
Texas
$904K -$104K -2,075 -11%
OFG
1007
Oxford Financial Group
Indiana
$898K +$38.5K +770 +5%
FNC
1008
First National Corp
Massachusetts
$890K -$135K -2,695 -14%
Wealth Enhancement Advisory Services
1009
Wealth Enhancement Advisory Services
Minnesota
$888K +$46.2K +925 +6%
Legal & General Group
1010
Legal & General Group
United Kingdom
$885K +$599K +12,000 +240%
TA
1011
TFG Advisers
Michigan
$884K -$24.5K -490 -3%
ST
1012
Sabal Trust
Florida
$881K +$402K +8,050 +91%
VCP
1013
Vista Capital Partners
Oregon
$878K
CWM
1014
Collaborative Wealth Management
Florida
$878K +$817K +16,360 New
SWM
1015
Stockman Wealth Management
Montana
$877K -$49.9K -1,000 -6%
MBTD
1016
Mechanics Bank - Trust Department
California
$877K -$14.5K -290 -2%
SBSB
1017
Sullivan, Bruyette, Speros & Blaney
Virginia
$877K +$7.74K +155 +0.9%
LWAC
1018
Laurel Wealth Advisors (California)
California
$877K +$154K +3,090 +22%
RSWM
1019
Robertson Stephens Wealth Management
California
$876K +$274K +5,490 +48%
LA
1020
Latitude Advisors
Florida
$874K -$1.75K -35 -0.2%
AC
1021
Abbrea Capital
California
$872K -$9.99K -200 -1%
NF
1022
Nikulski Financial
Iowa
$872K +$61.2K +1,225 +8%
CCA
1023
Clearwater Capital Advisors
Illinois
$871K -$150K -3,005 -15%
MWM
1024
Mission Wealth Management
California
$867K -$35.7K -715 -4%
CBFP
1025
Cedar Brook Financial Partners
Ohio
$866K +$233K +4,660 +39%

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.