We are live on ! Find out more
IJH icon

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
JIC
1076
Joel Isaacson & Co
New York
$703K
TH
1077
TCTC Holdings
Texas
$701K -$125K -2,500 -16%
EHC
1078
Everett Harris & Co
California
$701K -$21K -420 -3%
BI
1079
Ballast Inc
Kentucky
$701K -$15.2K -305 -2%
AP
1080
Appleton Partners
Massachusetts
$700K -$12.5K -250 -2%
DLCIG
1081
D.L. Carlson Investment Group
New Hampshire
$696K -$15K -300 -2%
OIA
1082
Optimum Investment Advisors
Illinois
$696K +$749 +15 +0.1%
HBWM
1083
Hollow Brook Wealth Management
New York
$694K
AF
1084
Alerus Financial
North Dakota
$692K -$499 -10 -0.1%
ZCM
1085
Ziegler Capital Management
Illinois
$692K
TPW
1086
TL Private Wealth
Texas
$690K -$28.5K -570 -4%
JWCA
1087
J.W. Coons Advisors
Ohio
$684K +$4.99K +100 +0.8%
PCM
1088
Pointe Capital Management
Michigan
$680K +$41.7K +835 +7%
Schroder Investment Management Group
1089
Schroder Investment Management Group
United Kingdom
$677K -$16.2K -325 -2%
MAM
1090
Meeder Asset Management
Ohio
$672K +$142K +2,845 +28%
NL
1091
Navalign LLC
California
$672K +$644K +12,905 New
TNBTD
1092
Trustmark National Bank Trust Department
Mississippi
$670K +$95.1K +1,905 +17%
AIP
1093
Almanack Investment Partners
Pennsylvania
$669K -$40.7K -815 -6%
PWP
1094
Principle Wealth Partners
Connecticut
$668K -$56.2K -1,125 -8%
FPCG
1095
Fort Pitt Capital Group
Pennsylvania
$667K
AIA
1096
Armor Investment Advisors
North Carolina
$663K
MWM
1097
Meridian Wealth Management
Kentucky
$654K
RG
1098
Retirement Group
California
$653K +$250 +5 +0%
HCM
1099
Howland Capital Management
Massachusetts
$649K -$20K -400 -3%
OPWM
1100
Oxinas Partners Wealth Management
Indiana
$647K +$39.5K +790 +7%

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.