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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
PIP
1126
Peachtree Investment Partners
Florida
$963K -$64.6K -1,160 -6%
CCA
1127
Clearwater Capital Advisors
Illinois
$961K +$23.9K +430 +3%
TNBTD
1128
Trustmark National Bank Trust Department
Mississippi
$959K +$104K +1,875 +12%
IWS
1129
Insight Wealth Strategies
California
$952K +$116K +2,075 +14%
MBTD
1130
Mechanics Bank - Trust Department
California
$951K
DIA
1131
Dana Investment Advisors
Wisconsin
$950K
OAM
1132
Occidental Asset Management
California
$949K -$71.3K -1,280 -7%
MAS
1133
Madden Advisory Services
Florida
$942K +$1.39K +25 +0.2%
MFT
1134
Moisand Fitzgerald Tamayo
Florida
$939K -$24.8K -445 -3%
JWCA
1135
J.W. Coons Advisors
Ohio
$936K +$30.9K +555 +3%
BC
1136
Bowman & Company
Wisconsin
$934K +$920K +16,530 New
TWM
1137
Titus Wealth Management
California
$929K +$3.9K +70 +0.4%
HBWM
1138
Hollow Brook Wealth Management
New York
$925K +$167K +2,995 +22%
IAG
1139
Investment Advisory Group
Massachusetts
$910K +$947K +17,020 New
GCM
1140
Goldstream Capital Management
Hong Kong
$907K +$892K +16,020 New
VAS
1141
Vestmark Advisory Solutions
Massachusetts
$901K +$835 +15 +0.1%
CS
1142
Credit Suisse
Switzerland
$901K +$163K +2,925 +23%
SIA
1143
SeaBridge Investment Advisors
New Jersey
$897K +$882K +15,850 New
PFA
1144
Pinnacle Family Advisors
Missouri
$893K +$83.2K +1,495 +10%
MPW
1145
Melone Private Wealth
Michigan
$893K +$878K +15,775 New
DACG
1146
Donor Advised Charitable Giving
California
$886K -$54.6K -980 -6%
NFC
1147
Northeast Financial Consultants
Connecticut
$886K +$278 +5 +0%
OPWM
1148
Oakwell Private Wealth Management
Texas
$880K
HWM
1149
Hemington Wealth Management
Virginia
$879K -$31.4K -565 -3%
EGWAG
1150
Elwood & Goetz Wealth Advisory Group
Georgia
$878K +$67.6K +1,215 +9%

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.