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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
RFN
1226
RDA Financial Network
Iowa
$706K +$16.1K +290 +2%
OPWM
1227
Oxinas Partners Wealth Management
Indiana
$704K +$21.7K +390 +3%
OAM
1228
Oak Asset Management
California
$702K +$19.5K +350 +3%
GPC
1229
Garrison Point Capital
California
$701K +$5.01K +90 +0.7%
AWA
1230
Aletheian Wealth Advisors
Washington
$701K +$689K +12,380 New
EWA
1231
EverSource Wealth Advisors
Alabama
$699K +$688K +12,355 New
TPW
1232
TL Private Wealth
Texas
$698K -$2.5K -45 -0.3%
CIS
1233
Connors Investor Services
Pennsylvania
$691K +$10K +180 +1%
HWM
1234
Howard Wealth Management
Connecticut
$689K
HC
1235
Hoese & Co
Minnesota
$686K
FC
1236
Fulcrum Capital
Washington
$684K
TIM
1237
Tortoise Investment Management
New York
$683K
BOPW
1238
Brandywine Oak Private Wealth
Pennsylvania
$682K -$9.19K -165 -1%
ECM
1239
EagleClaw Capital Management
Massachusetts
$679K +$3.9K +70 +0.6%
BRWM
1240
B. Riley Wealth Management
Tennessee
$678K +$23.4K +420 +4%
USCWA
1241
U.S. Capital Wealth Advisors
Texas
$676K +$3.9K +70 +0.6%
EHC
1242
Everett Harris & Co
California
$676K +$18.6K +335 +3%
SWM
1243
Shelton Wealth Management
Texas
$676K +$664K +11,935 New
X
1244
Xponance
Pennsylvania
$675K +$13.4K +240 +2%
PPW
1245
Pinnacle Private Wealth
Massachusetts
$674K +$663K +11,905 New
HFS
1246
Howard Financial Services
Texas
$671K
CCA
1247
Conservest Capital Advisors
Pennsylvania
$671K +$3.62K +65 +0.6%
SHA
1248
Seneca House Advisors
Virginia
$670K -$183K -3,280 -22%
AFP
1249
Ausdal Financial Partners
Iowa
$668K -$68.7K -1,235 -9%
RG
1250
Retirement Group
California
$666K -$30.6K -550 -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.