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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
SFP
1226
Strategic Financial Partners
Oregon
$460K
BS
1227
Boenning & Scattergood
Pennsylvania
$460K +$2.5K +50 +0.6%
NCM
1228
Noesis Capital Mangement
Florida
$458K +$41.5K +830 +10%
GSAM
1229
Grant Street Asset Management
Pennsylvania
$457K
HWM
1230
Hohimer Wealth Management
Washington
$457K +$95.4K +1,910 +28%
LCM
1231
LVM Capital Management
Michigan
$456K -$31.7K -635 -7%
TTWM
1232
TCV Trust & Wealth Management
Virginia
$456K -$6.24K -125 -1%
CAM
1233
Carret Asset Management
New York
$456K -$4.99K -100 -1%
DSAM
1234
Dock Street Asset Management
Florida
$452K -$61.2K -1,225 -12%
SMG
1235
Spectrum Management Group
Indiana
$451K -$272K -5,440 -39%
FA
1236
Fountainhead AM
New Jersey
$451K +$38.7K +775 +10%
TI
1237
Trexquant Investment
Connecticut
$451K +$433K +8,665 New
OCM
1238
One Capital Management
California
$448K -$51.9K -1,040 -11%
VC
1239
Veracity Capital
Georgia
$448K +$429K +8,590 New
IFWM
1240
Institute for Wealth Management
Colorado
$446K -$531K -10,630 -55%
MIC
1241
Meridian Investment Counsel
California
$446K
HFAS
1242
Hummer Financial Advisory Services
Illinois
$440K
SRC
1243
Sage Rhino Capital
California
$437K
FNWM
1244
Financial Network Wealth Management
Utah
$436K -$43.9K -880 -10%
SAM
1245
Summit Asset Management
Tennessee
$436K
EWM
1246
Empirical Wealth Management
Washington
$435K -$30.5K -610 -7%
SHA
1247
Seneca House Advisors
Virginia
$430K -$87.4K -1,750 -17%
SAM
1248
Strategy Asset Managers
California
$430K -$52.2K -1,045 -11%
AFAS
1249
Acorn Financial Advisory Services
Virginia
$429K -$3.25K -65 -0.8%
PGIM
1250
Pacific Global Investment Management
California
$429K

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.