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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
TCB
1026
Texas Capital Bancshares
Texas
$856K -$55.4K -1,110 -6%
WWM
1027
Wolff Wiese Magana
California
$854K +$41K +820 +5%
WIC
1028
Whitegate Investment Counselors
New Hampshire
$853K -$387K -7,755 -32%
SIA
1029
Sovereign Investment Advisors
Arizona
$845K
GWS
1030
Glassman Wealth Services
Virginia
$843K +$499 +10 +0.1%
RB
1031
Renasant Bank
Mississippi
$843K +$70.7K +1,415 +10%
MAS
1032
Madden Advisory Services
Florida
$841K -$12.2K -245 -1%
CA
1033
Claro Advisors
Massachusetts
$840K -$249K -4,980 -24%
HS
1034
Horan Securities
United States
$832K +$195K +3,905 +32%
CWC
1035
Carolinas Wealth Consulting
North Carolina
$830K +$240K +4,810 +43%
CWS
1036
Cypress Wealth Services
California
$827K +$177K +3,550 +29%
BG
1037
Benedetti & Gucer
Georgia
$827K +$794K +15,900 New
OPWM
1038
Oakwell Private Wealth Management
Texas
$815K +$40K +800 +5%
FC
1039
Financial Consulate
Maryland
$812K -$35.5K -710 -4%
APP
1040
Avantax Planning Partners
Iowa
$808K
FPWM
1041
FSB Premier Wealth Management
Iowa
$807K -$911K -18,240 -54%
EGWAG
1042
Elwood & Goetz Wealth Advisory Group
Georgia
$803K +$76.7K +1,535 +11%
VAS
1043
Vestmark Advisory Solutions
Massachusetts
$802K -$136K -2,720 -15%
NFC
1044
Northeast Financial Consultants
Connecticut
$795K +$30K +600 +4%
CFA
1045
CWS Financial Advisors
Michigan
$793K
SFSIG
1046
San Francisco Sentry Investment Group
California
$791K -$38.5K -770 -5%
CPSC
1047
Carl P. Sherr & Co
Massachusetts
$791K -$6.24K -125 -0.8%
DIA
1048
Dana Investment Advisors
Wisconsin
$790K +$758K +15,175 New
RFN
1049
RDA Financial Network
Iowa
$783K -$45.7K -915 -6%
GPA
1050
Garrison Point Advisors
California
$783K -$25K -500 -3%

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.