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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
T. Rowe Price Associates
1001
T. Rowe Price Associates
Maryland
$1.33M -$41.7K -750 -3%
AWP
1002
Ascent Wealth Partners
New York
$1.33M +$34.8K +625 +3%
PAM
1003
Palisade Asset Management
Minnesota
$1.33M +$81.8K +1,470 +7%
BWA
1004
Beam Wealth Advisors
Louisiana
$1.33M +$135K +2,420 +11%
OC
1005
Oarsman Capital
Wisconsin
$1.33M +$8.07K +145 +0.6%
SAM
1006
S.A. Mason
Michigan
$1.32M
BAM
1007
Berkshire Asset Management
Pennsylvania
$1.32M +$6.96K +125 +0.5%
SWPG
1008
Strategic Wealth Partners Group
Illinois
$1.32M +$311K +5,590 +32%
VCA
1009
Verdence Capital Advisors
Maryland
$1.31M -$50.1K -900 -4%
SC
1010
Scotia Capital
Ontario, Canada
$1.31M +$182K +3,275 +16%
National Bank of Canada
1011
National Bank of Canada
Quebec, Canada
$1.31M +$1.29M +23,125 New
Invesco
1012
Invesco
Georgia
$1.31M -$248K -4,455 -16%
EBSAM
1013
Eubel Brady & Suttman Asset Management
Ohio
$1.3M +$1.28M +23,035 New
IAA
1014
Independent Advisor Alliance
North Carolina
$1.3M -$835 -15 -0.1%
ANB
1015
Amarillo National Bank
Texas
$1.3M +$22.3K +400 +2%
SG Americas Securities
1016
SG Americas Securities
New York
$1.3M -$16.1K -290 -1%
TFS
1017
Thoroughbred Financial Services
Tennessee
$1.29M +$82.7K +1,485 +7%
PIMG
1018
Patriot Investment Management Group
Tennessee
$1.29M -$10K -180 -0.8%
CF
1019
Centaurus Financial
California
$1.29M -$18.4K -330 -1%
TP
1020
Tranquility Partners
Tennessee
$1.29M +$180K +3,230 +17%
ACM
1021
Argent Capital Management
Missouri
$1.29M +$1.26M +22,710 New
EPWM
1022
Essex Private Wealth Management
Massachusetts
$1.27M -$9.19K -165 -0.7%
IFG
1023
Investors Financial Group
Minnesota
$1.27M +$141K +2,535 +13%
CHA
1024
Carmichael Hill & Associates
Maryland
$1.27M -$10K -180 -0.8%
DI
1025
Disciplined Investments
Oklahoma
$1.27M -$1.11K -20 -0.1%

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.