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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
CMP
1051
Courage Miller Partners
Virginia
$777K -$31.2K -625 -4%
SHJ
1052
Sharkey, Howes & Javer
Colorado
$772K -$16.5K -330 -2%
TNB
1053
Thomasville National Bank
Georgia
$767K +$562K +11,250 +73%
MLL
1054
Moody Lynn & Lieberson
Massachusetts
$759K +$15.7K +315 +2%
BWG
1055
Beta Wealth Group
California
$758K +$728K +14,570 New
CL
1056
CPWM LLC
Washington
$755K +$2K +40 +0.3%
CT
1057
Caldwell Trust
Florida
$754K
MAM
1058
MMA Asset Management
Pennsylvania
$749K +$33.7K +675 +5%
BMWM
1059
Brown Miller Wealth Management
Virginia
$748K -$19.5K -390 -3%
NSIM
1060
North Star Investment Management
Illinois
$747K
GMA
1061
Goldstein Munger & Associates
California
$746K
WCWM
1062
Willow Creek Wealth Management
California
$746K +$72.7K +1,455 +11%
LWANC
1063
Laurel Wealth Advisors (North Carolina)
North Carolina
$744K -$7.99K -160 -1%
S
1064
SignatureFD
Georgia
$744K +$271K +5,435 +61%
AIM
1065
Anchor Investment Management
South Carolina
$741K
SAM
1066
Seelaus Asset Management
New Jersey
$733K -$140K -2,795 -17%
CCM
1067
Covington Capital Management
California
$731K -$99.9K -2,000 -12%
IA
1068
IFG Advisors
Missouri
$727K +$152K +3,050 +28%
SDWMA
1069
Schneider Downs Wealth Management Advisors
Pennsylvania
$726K +$312K +6,240 +81%
KCM
1070
Karp Capital Management
California
$716K +$278K +5,565 +68%
SIS
1071
SVB Investment Services
Utah
$714K
FPGK
1072
Financial Partners Group (Kansas)
Kansas
$713K -$80.2K -1,605 -10%
SWM
1073
SeaCrest Wealth Management
New York
$708K +$1.75K +35 +0.3%
PPP
1074
Private Portfolio Partners
New Jersey
$704K +$98.9K +1,980 +17%
NFG
1075
Nadler Financial Group
Illinois
$703K -$101K -2,025 -13%

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.