We are live on ! Find out more
IJH icon

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
DCM
1176
Dimension Capital Management
Florida
$523K
MSFS
1177
Main Street Financial Solutions
Pennsylvania
$518K -$5.99K -120 -1%
GLA
1178
Great Lakes Advisors
Illinois
$518K -$499 -10 -0.1%
SAM
1179
SP Asset Management
California
$517K -$161K -3,220 -25%
FF
1180
FourThought Financial
Florida
$516K -$10.5K -210 -2%
RCM
1181
Radnor Capital Management
Pennsylvania
$516K
ATC
1182
Adirondack Trust Company
New York
$515K +$363K +7,275 +278%
PCS
1183
Personal CFO Solutions
New Jersey
$514K -$47.2K -945 -9%
MIM
1184
Macroview Investment Management
Maryland
$514K +$50.2K +1,005 +11%
BO
1185
Bank OZK
Arkansas
$513K +$80.4K +1,610 +20%
DSA
1186
Droms Strauss Advisors
Missouri
$512K -$50.2K -1,005 -9%
AIP
1187
Ahrens Investment Partners
Louisiana
$511K -$12.2K -245 -2%
CT
1188
Columbia Trust
Oregon
$510K -$46.7K -935 -9%
SEP
1189
Southland Equity Partners
Missouri
$507K +$2.75K +55 +0.6%
VCM
1190
Virtue Capital Management
Tennessee
$506K +$485K +9,720 New
WMA
1191
Wealth Management Associates
New Jersey
$506K
Simplex Trading
1192
Simplex Trading
Illinois
$505K -$1.12M -22,345 -70%
RPSA
1193
Richard P. Slaughter Associates
Texas
$505K -$884K -17,700 -65%
PS
1194
Planned Solutions
California
$505K -$45.2K -905 -9%
PAM
1195
Peak Asset Management
Colorado
$505K -$16.2K -325 -3%
AUB
1196
Atlantic Union Bankshares
Virginia
$505K +$52.2K +1,045 +12%
BNP Paribas Financial Markets
1197
BNP Paribas Financial Markets
France
$503K +$482K +9,660 New
DI
1198
DAGCO Inc
Ohio
$499K
WCG
1199
Weaver Consulting Group
California
$493K +$69.4K +1,390 +17%
BAM
1200
Barrett Asset Management
New York
$488K +$30K +600 +7%

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.