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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
CCFCSB
101
Cape Cod Five Cents Savings Bank
Massachusetts
$64.9M -$399K -7,175 -0.6%
LFS
102
Lutz Financial Services
Nebraska
$64.1M +$391K +7,030 +0.6%
CWM
103
Cahaba Wealth Management
Georgia
$63.7M +$3.36M +60,365 +6%
PA
104
Planning Alternatives
Michigan
$62.5M +$193K +3,470 +0.3%
Comerica Bank
105
Comerica Bank
Texas
$62.2M +$364K +6,540 +0.5%
MAM
106
Madison Asset Management
Wisconsin
$62M -$2.38M -42,720 -4%
SPIA
107
Steward Partners Investment Advisory
New York
$61.5M +$1.01M +18,065 +2%
VFA
108
Voya Financial Advisors
Connecticut
$61M +$407K +7,310 +0.7%
PAG
109
Private Advisor Group
New Jersey
$60.8M -$5.43M -97,545 -8%
SIA
110
Soltis Investment Advisors
Utah
$60.3M +$646K +11,600 +1%
FWM
111
FFT Wealth Management
Pennsylvania
$59.5M -$1.08M -19,380 -2%
FHA
112
First Horizon Advisors
Tennessee
$59.4M +$1.31M +23,455 +2%
Bank of Nova Scotia
113
Bank of Nova Scotia
Ontario, Canada
$59.2M +$618K +11,095 +1%
TFO
114
Tarbox Family Office
California
$59.1M +$1.29M +23,240 +2%
M&T Bank
115
M&T Bank
New York
$58.3M +$576K +10,355 +1%
RMDI
116
R.M. Davis Inc
Maine
$57.3M +$13.6M +243,500 +32%
AWA
117
Alaska Wealth Advisors
Alaska
$56.9M +$1.66M +29,910 +3%
DWM
118
Destination Wealth Management
California
$56.8M +$621K +11,150 +1%
KA
119
Klingman & Associates
New York
$56.5M +$3.2M +57,415 +6%
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$56.2M +$1.38M +24,800 +3%
JSW
121
Journey Strategic Wealth
New Jersey
$56.1M +$55.2M +991,590 New
CCWA
122
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$55.1M +$1.5M +26,950 +3%
BP
123
Ballentine Partners
Massachusetts
$54.7M +$26.4K +475 +0%
CAM
124
Chandler Asset Management
California
$53.1M +$1.55M +27,860 +3%
FIB
125
First Interstate Bank
Montana
$53.1M +$203K +3,650 +0.4%

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.