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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
FCFC
1101
First Commonwealth Financial Corp
Pennsylvania
$638K -$56.4K -1,130 -8%
GPC
1102
Garrison Point Capital
California
$636K
ACP
1103
Aveo Capital Partners
Colorado
$635K +$609K +12,195 New
CQS
1104
Credential Qtrade Securities
$635K +$177K +3,550 +41%
TCMP
1105
Thrive Capital Management (Pennsylvania)
Pennsylvania
$634K -$118K -2,370 -16%
Luther King Capital Management (LKCM)
1106
Luther King Capital Management (LKCM)
Texas
$633K
BWM
1107
Birchcreek Wealth Management
Ohio
$632K -$24.7K -495 -4%
HWMA
1108
Heritage Wealth Management (Arizona)
Arizona
$631K +$606K +12,125 New
HC
1109
Hoese & Co
Minnesota
$631K +$606K +12,125 New
TIM
1110
Tortoise Investment Management
New York
$628K
SCA
1111
Sage Capital Advisors
South Dakota
$628K +$35.5K +710 +6%
HT
1112
Heritage Trust
Oklahoma
$621K
ECM
1113
EagleClaw Capital Management
Massachusetts
$620K -$2K -40 -0.3%
ZF
1114
Zhang Financial
Michigan
$619K
HFS
1115
Howard Financial Services
Texas
$617K +$592K +11,855 New
GJIC
1116
Gamble Jones Investment Counsel
California
$615K -$56.2K -1,125 -9%
HCIA
1117
Hochman Cole Investment Advisors
Illinois
$615K +$29.5K +590 +5%
HWM
1118
Howard Wealth Management
Connecticut
$611K
CCA
1119
Conservest Capital Advisors
Pennsylvania
$610K +$1.5K +30 +0.3%
RI
1120
Ridgewood Investments
New Jersey
$610K +$262K +5,255 +81%
OCG
1121
Opus Capital Group
Ohio
$609K -$7.24K -145 -1%
HWA
1122
HHM Wealth Advisors
Tennessee
$609K +$33.5K +670 +6%
MCM
1123
McRae Capital Management
New Jersey
$608K -$229K -4,595 -28%
CWM
1124
Calamos Wealth Management
Illinois
$608K +$24.7K +495 +4%
LFF
1125
Level Four Financial
Texas
$607K -$206K -4,125 -26%

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.