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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
PP
1151
Patten & Patten
Tennessee
$567K -$37.5K -750 -6%
LPIC
1152
LeJeune Puetz Investment Counsel
Michigan
$567K
TW
1153
TrinityPoint Wealth
Connecticut
$565K
SS
1154
Sunbelt Securities
Texas
$565K +$13.5K +270 +3%
MAM
1155
Marquette Asset Management
Minnesota
$564K
GWM
1156
GSB Wealth Management
Connecticut
$564K +$541K +10,840 New
ESB
1157
Essex Savings Bank
Connecticut
$563K +$81.2K +1,625 +17%
FA
1158
FDx Advisors
Illinois
$560K -$11K -220 -2%
ACM
1159
Advisors Capital Management
New Jersey
$560K +$232K +4,645 +76%
SLG
1160
Stanley-Laman Group
Pennsylvania
$555K -$72.7K -1,455 -12%
KIG
1161
Kowal Investment Group
Wisconsin
$550K +$275K +5,510 +109%
BFA
1162
Bragg Financial Advisors
North Carolina
$548K
EC
1163
Estate Counselors
Wisconsin
$547K
LC
1164
Lincoln Capital
Nebraska
$546K +$32.7K +655 +7%
FB
1165
First Bancorp
Maine
$542K +$520K +10,415 New
1WA
1166
180 Wealth Advisors
Washington
$539K +$4.74K +95 +1%
MCM
1167
Maple Capital Management
Vermont
$537K -$250K -5,000 -33%
BFA
1168
Bluestem Financial Advisors
Illinois
$535K +$250 +5 +0%
TB
1169
Terril Brothers
Missouri
$534K
EL
1170
EQ LLC
Washington
$532K -$83.6K -1,675 -14%
NG
1171
NWK Group
California
$531K +$16.7K +335 +3%
CP
1172
Capital Planning
Washington
$530K -$4K -80 -0.8%
FI
1173
Financial Insights
Washington
$529K
JLBC
1174
J.L. Bainbridge & Co
Florida
$525K
BWP
1175
Baldwin Wealth Partners
Massachusetts
$524K +$30.5K +610 +6%

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.