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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
DY
1026
Dowling & Yahnke
California
$1.27M +$111K +2,000 +10%
AWA
1027
Amplius Wealth Advisors
Pennsylvania
$1.26M +$1.24M +22,230 New
PK
1028
Pflug Koory
Nebraska
$1.26M
TFA
1029
Triad Financial Advisors
North Carolina
$1.26M +$1.24M +22,195 New
WSTAM
1030
Wilbanks Smith & Thomas Asset Management
Virginia
$1.25M +$23.1K +415 +2%
EWA
1031
ERTS Wealth Advisors
Michigan
$1.25M -$30.3K -545 -2%
KCPG
1032
Kavar Capital Partners Group
Kansas
$1.25M -$10.9K -195 -0.9%
BWAM
1033
Boyd Watterson Asset Management
Ohio
$1.23M
MC
1034
Moors & Cabot
Massachusetts
$1.23M -$8.63K -155 -0.7%
CAWM
1035
Capital Advisors Wealth Management
Washington
$1.22M -$279K -5,020 -19%
ZF
1036
Zhang Financial
Michigan
$1.22M +$126K +2,260 +12%
Fisher Asset Management
1037
Fisher Asset Management
Washington
$1.22M +$742K +13,325 +162%
AIM
1038
Anchor Investment Management
South Carolina
$1.21M +$401K +7,210 +51%
AC
1039
Abbrea Capital
California
$1.21M +$257K +4,615 +28%
CIS
1040
Continental Investors Services
Washington
$1.21M +$1.25M +22,535 New
DDC
1041
DF Dent & Co
Maryland
$1.2M +$1.18M +21,250 New
EWM
1042
Empirical Wealth Management
Washington
$1.2M +$187K +3,355 +19%
ACK
1043
Andrew C. Karlinski
$1.2M +$1.18M +21,215 New
AF
1044
Apexium Financial
Texas
$1.19M -$26.7K -480 -2%
WFAG
1045
Wescott Financial Advisory Group
Pennsylvania
$1.18M +$66.8K +1,200 +6%
CL
1046
Choreo LLC
Illinois
$1.18M -$307K -5,520 -21%
JF
1047
JSF Financial
California
$1.18M +$130K +2,330 +13%
TFS
1048
TrustCore Financial Services
Tennessee
$1.18M -$36.2K -650 -3%
CFA
1049
CWS Financial Advisors
Michigan
$1.17M +$1.15M +20,740 New
ACM
1050
AlphaStar Capital Management
North Carolina
$1.17M -$331K -5,945 -22%

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.