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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
CG
1101
Corundum Group
Colorado
$1.02M -$154K -2,775 -13%
CBFP
1102
Cedar Brook Financial Partners
Ohio
$1.02M +$180K +3,230 +22%
SWM
1103
Stockman Wealth Management
Montana
$1.02M
LAM
1104
L2 Asset Management
Massachusetts
$1.01M +$998K +17,920 New
FNC
1105
First National Corp
Massachusetts
$1.01M -$29.2K -525 -3%
GA
1106
Greenspring Advisors
Maryland
$1.01M +$996K +17,890 New
ERWM
1107
Elk River Wealth Management
Colorado
$1.01M -$8.61M -154,705 -90%
CRCM
1108
Corbett Road Capital Management
Virginia
$1.01M -$187K -3,365 -16%
MAM
1109
Meeder Asset Management
Ohio
$1M +$98.8K +1,775 +11%
SFP
1110
Shepherd Financial Partners
Massachusetts
$1M +$199K +3,575 +25%
CA
1111
Continuum Advisory
Idaho
$1M +$341K +6,130 +53%
PWP
1112
Principle Wealth Partners
Connecticut
$999K +$251K +4,515 +34%
Qube Research & Technologies (QRT)
1113
Qube Research & Technologies (QRT)
United Kingdom
$994K -$48.7K -875 -5%
LWAC
1114
Laurel Wealth Advisors (California)
California
$994K -$34K -610 -3%
WCG
1115
Weaver Consulting Group
California
$992K +$5.57K +100 +0.6%
WWM
1116
Wolff Wiese Magana
California
$991K -$3.34K -60 -0.3%
FA
1117
FDx Advisors
Illinois
$991K +$18.9K +340 +2%
WSWA
1118
Warren Street Wealth Advisors
California
$989K +$972K +17,470 New
ICP
1119
Interchange Capital Partners
Pennsylvania
$973K +$957K +17,195 New
WJWM
1120
Williams Jones Wealth Management
New York
$971K +$61.5K +1,105 +7%
CCA
1121
Cobblestone Capital Advisors
New York
$969K +$1.95K +35 +0.2%
KWILP
1122
Kiwi Wealth Investments Limited Partnership
New Zealand
$968K -$119K -2,135 -11%
SIC
1123
Salem Investment Counselors
North Carolina
$966K +$219K +3,940 +30%
JAFL
1124
Jay A. Fishman Ltd
Michigan
$965K -$2.78K -50 -0.3%
TA
1125
TFG Advisers
Michigan
$964K +$5.29K +95 +0.6%

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.