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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
SB
1201
Strategic Blueprint
Georgia
$487K -$6.24K -125 -1%
ClearBridge Investments
1202
ClearBridge Investments
New York
$486K +$16.2K +325 +4%
PFBT
1203
Parkside Financial Bank & Trust
Missouri
$485K -$77.4K -1,550 -14%
AA
1204
Ashford Advisors
New York
$484K
FLI
1205
Family Legacy Inc
South Carolina
$481K -$19.2K -385 -4%
RC
1206
Rovin Capital
Arizona
$480K -$8.74K -175 -2%
SYBT
1207
Stock Yards Bank & Trust
Kentucky
$480K +$999 +20 +0.2%
CWM
1208
Concentric Wealth Management
California
$479K
DTC
1209
Davidson Trust Company
Washington
$476K
LDB
1210
Lee, Danner & Bass
Tennessee
$476K
PL
1211
Plancorp LLC
Missouri
$476K
DP
1212
Dearborn Partners
Illinois
$475K -$25K -500 -5%
LSPW
1213
Lake Street Private Wealth
Illinois
$475K -$25K -500 -5%
IAS
1214
IMA Advisory Services
Colorado
$473K
FANJ
1215
Financial Architects (New Jersey)
New Jersey
$472K
GIA
1216
Guyasuta Investment Advisors
Pennsylvania
$472K
ACM
1217
AlphaStar Capital Management
North Carolina
$472K +$4.25K +85 +0.9%
FCFC
1218
First Citizens Financial Corp
Iowa
$468K -$7.24K -145 -2%
PP
1219
Prosperity Planning
Missouri
$468K -$1.25K -25 -0.3%
FA
1220
Fiducient Advisors
Illinois
$468K +$26.2K +525 +6%
BAM
1221
Belpointe Asset Management
Nevada
$468K +$46.4K +930 +12%
BTWM
1222
Baker Tilly Wealth Management
Wisconsin
$465K +$184K +3,675 +70%
GAM
1223
Gemmer Asset Management
California
$464K +$445K +8,910 New
IDA
1224
Intelligence Driven Advisers
California
$461K -$843K -16,875 -66%
BCA
1225
Bay Colony Advisors
Massachusetts
$460K -$36K -720 -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.