We are live on ! Find out more
IJH icon

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
GWM
1176
GDS Wealth Management
Texas
$815K +$801K +14,395 New
WDG
1177
Wealth Dimensions Group
Ohio
$814K -$1.67K -30 -0.2%
GWM
1178
GSB Wealth Management
Connecticut
$813K +$382K +6,865 +92%
GMA
1179
Goldstein Munger & Associates
California
$811K
HA
1180
HFG Advisors
Ohio
$809K +$795K +14,290 New
SWM
1181
SFG Wealth Management
Maryland
$808K +$795K +14,275 New
WPC
1182
Wedmont Private Capital
Pennsylvania
$806K +$807K +14,490 New
CL
1183
CPWM LLC
Washington
$805K
CGPCS
1184
Capital Group Private Client Services
California
$805K +$5.84K +105 +0.7%
SDWMA
1185
Schneider Downs Wealth Management Advisors
Pennsylvania
$803K +$13.1K +235 +2%
CPSC
1186
Carl P. Sherr & Co
Massachusetts
$799K
RSS
1187
Rosenblum Silverman Sutton
California
$799K +$191K +3,435 +32%
LC
1188
Lincoln Capital
Nebraska
$798K +$39K +700 +5%
GPA
1189
Garrison Point Advisors
California
$797K
SWM
1190
SeaCrest Wealth Management
New York
$791K +$38.1K +685 +5%
BA
1191
Bridge Advisory
California
$791K +$42.3K +760 +6%
BWG
1192
Beta Wealth Group
California
$789K
MSCM
1193
McElhenny Sheffield Capital Management
Texas
$786K -$114K -2,055 -13%
AUB
1194
Atlantic Union Bankshares
Virginia
$784K +$282K +5,060 +58%
JFG
1195
JMG Financial Group
Illinois
$782K
LWANC
1196
Laurel Wealth Advisors (North Carolina)
North Carolina
$782K
FPCG
1197
Fort Pitt Capital Group
Pennsylvania
$771K +$87.7K +1,575 +13%
GAM
1198
Gemmer Asset Management
California
$768K -$11.7K -210 -2%
CWC
1199
Carolinas Wealth Consulting
North Carolina
$764K +$7.79K +140 +1%
FPGK
1200
Financial Partners Group (Kansas)
Kansas
$763K +$11.4K +205 +1%

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.