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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
SIC
1126
Salem Investment Counselors
North Carolina
$606K +$35.5K +710 +6%
AAM
1127
Autus Asset Management
Arizona
$605K -$26.5K -530 -4%
CAM
1128
Congress Asset Management
Massachusetts
$604K
FSA
1129
Fort Sheridan Advisors
Illinois
$604K +$580K +11,605 New
IA
1130
Insight Advisors
Pennsylvania
$603K -$10.5K -210 -2%
FA
1131
FMA Advisory
Pennsylvania
$600K +$11.7K +235 +2%
WDG
1132
Wealth Dimensions Group
Ohio
$599K +$266K +5,335 +86%
MCM
1133
Mitchell Capital Management
Kansas
$598K +$6.74K +135 +1%
CANC
1134
Culbertson A N & Co
Virginia
$597K
PWA
1135
Peterson Wealth Advisors
Utah
$596K -$4.25K -85 -0.7%
ST
1136
Somerset Trust
Pennsylvania
$595K +$17.5K +350 +3%
Kayne Anderson Rudnick Investment Management
1137
Kayne Anderson Rudnick Investment Management
California
$594K +$65.9K +1,320 +13%
UFA
1138
US Financial Advisors
Massachusetts
$594K +$339K +6,780 +146%
APW
1139
Austin Private Wealth
Texas
$592K -$2K -40 -0.4%
WFA
1140
Wells Financial Advisors
Massachusetts
$589K -$2.96M -59,195 -84%
FFA
1141
Founders Financial Alliance
North Carolina
$589K -$13.7K -275 -2%
CIA
1142
Choate Investment Advisors
Massachusetts
$588K +$105K +2,100 +23%
BIAS
1143
Beacon Investment Advisory Services
New Jersey
$587K -$28K -560 -5%
FC
1144
Fulcrum Capital
Washington
$587K -$5.99K -120 -1%
EWM
1145
Echo Wealth Management
Minnesota
$586K -$89.6K -1,795 -14%
JFG
1146
JMG Financial Group
Illinois
$584K
RSS
1147
Rosenblum Silverman Sutton
California
$582K +$99.1K +1,985 +22%
TWM
1148
Titus Wealth Management
California
$574K +$2K +40 +0.4%
MWM
1149
Merriman Wealth Management
Washington
$572K +$151K +3,020 +38%
WPC
1150
Waters Parkerson & Co
Louisiana
$569K +$40.7K +815 +8%

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.