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iShares Core S&P Mid-Cap ETF

1,616 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, 589 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: 1,5821,616 (+34)

12% less repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 669

21% less call options, than puts

Call options by funds: $30.8M | Put options by funds: $39.3M

Holders
1,616
Holders Change
+34
Holders Change %
+2.15%
% of All Funds
28.38%
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
589
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
SPIA
101
Steward Partners Investment Advisory
New York
$58.6M +$7.05M +141,100 +14%
CWM
102
Cahaba Wealth Management
Georgia
$57.2M +$124K +2,485 +0.2%
OAM
103
Oppenheimer Asset Management
New York
$56.9M +$1.3M +26,030 +2%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$56.8M -$978K -19,590 -2%
FWM
105
FFT Wealth Management
Pennsylvania
$56.1M -$1.27M -25,335 -2%
LFS
106
Lutz Financial Services
Nebraska
$55.3M -$431K -8,625 -0.8%
M&T Bank
107
M&T Bank
New York
$55.1M -$3.39M -67,920 -6%
Bank of Nova Scotia
108
Bank of Nova Scotia
Ontario, Canada
$54.4M +$5.46M +109,405 +12%
PA
109
Planning Alternatives
Michigan
$53.3M -$577K -11,560 -1%
TFO
110
Tarbox Family Office
California
$52.9M -$543K -10,870 -1%
SIA
111
Soltis Investment Advisors
Utah
$52.6M +$17.7M +353,595 +54%
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$52M -$4.51M -90,240 -8%
DWM
113
Destination Wealth Management
California
$51.8M -$2.91M -58,205 -6%
KAS
114
Kestra Advisory Services
Texas
$51.8M -$13.8M -275,360 -22%
SOMRS
115
State of Michigan Retirement System
Michigan
$51.5M +$13.7M +273,745 +38%
AWA
116
Alaska Wealth Advisors
Alaska
$51.4M +$519K +10,395 +1%
BP
117
Ballentine Partners
Massachusetts
$51.1M -$1.47M -29,500 -3%
HSBC Holdings
118
HSBC Holdings
United Kingdom
$49.5M -$2.53M -50,635 -5%
FIB
119
First Interstate Bancsystem
Montana
$49.1M +$47.1M +943,965 New
FHB
120
First Hawaiian Bank
Hawaii
$48.7M -$2.27M -45,430 -5%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$48.7M +$2.47M +49,420 +6%
CCWA
122
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$48.6M -$4.09M -81,970 -8%
MWM
123
Modera Wealth Management
New Jersey
$48.3M -$1.83M -36,585 -4%
VFA
124
Voya Financial Advisors
Connecticut
$47.9M -$1.79M -35,895 -4%
Charles Schwab
125
Charles Schwab
California
$47.6M -$2.74M -54,785 -6%

IJH Hedge Fund Activity: Q1 2021 in Review

1,616 of the 5,695 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 589 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.

  • 1,616 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2021, up from 1,582 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.