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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
COCM
1051
Charter Oak Capital Management
New Hampshire
$1.17M -$16.1K -290 -1%
BMWM
1052
Brown Miller Wealth Management
Virginia
$1.17M -$31.4K -565 -3%
VWA
1053
V Wealth Advisors
Kansas
$1.17M -$557 -10 -0%
EIA
1054
Eldridge Investment Advisors
New Hampshire
$1.17M +$67.4K +1,210 +6%
ACG
1055
Allen Capital Group
Nebraska
$1.15M -$2.78K -50 -0.2%
T
1056
TNF
Montana
$1.15M
CFO
1057
Collective Family Office
Pennsylvania
$1.15M -$76.8K -1,380 -6%
MIM
1058
Marco Investment Management
Georgia
$1.15M
IIM
1059
Ipswich Investment Management
Massachusetts
$1.15M -$20K -360 -2%
HFA
1060
High Falls Advisors
New York
$1.14M +$4.73K +85 +0.4%
GC
1061
Grace Capital
Massachusetts
$1.14M
OFG
1062
Oxford Financial Group
Indiana
$1.14M +$322K +5,780 +40%
BAM
1063
Barrett Asset Management
New York
$1.14M -$97.4K -1,750 -8%
LRWA
1064
Long Run Wealth Advisors
New York
$1.14M +$1.12M +20,110 New
MJRIC
1065
Mogy Joel R Investment Counsel
California
$1.13M +$7.79K +140 +0.7%
FLI
1066
Family Legacy Inc
South Carolina
$1.13M +$28.1K +505 +3%
FS
1067
Ferguson Shapiro
Georgia
$1.13M +$1.11M +19,880 New
SEEDPG
1068
S.E.E.D. Planning Group
New York
$1.12M -$20.9K -375 -2%
WCAMG
1069
Woodard & Company Asset Management Group
North Carolina
$1.12M +$925K +16,615 +517%
AIA
1070
Armor Investment Advisors
North Carolina
$1.11M +$393K +7,065 +56%
WH
1071
Willner & Heller
California
$1.11M +$1.18M +21,140 New
Wealth Enhancement Advisory Services
1072
Wealth Enhancement Advisory Services
Minnesota
$1.1M +$43.4K +780 +4%
GP
1073
Girard Partners
Pennsylvania
$1.1M -$59.3K -1,065 -5%
TCOO
1074
Trust Company of Oklahoma
Oklahoma
$1.1M -$30.1K -540 -3%
CQS
1075
Credential Qtrade Securities
$1.1M +$94.6K +1,700 +10%

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.