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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
NPP
1251
New Potomac Partners
Maryland
$428K +$8.74K +175 +2%
GWM
1252
Gray Wealth Management
Maine
$426K -$7.74K -155 -2%
AFP
1253
Ausdal Financial Partners
Iowa
$425K +$27.2K +545 +7%
JPG
1254
Jordan Park Group
California
$424K
M
1255
MOTCO
Texas
$423K -$41.7K -835 -9%
MIAS
1256
Mason Investment Advisory Services
Virginia
$422K +$8.99K +180 +2%
TLFA
1257
True Link Financial Advisors
California
$421K -$292K -5,855 -42%
MC
1258
Martin & Co
Tennessee
$420K -$55.2K -1,105 -12%
AFC
1259
Adaptive Financial Consulting
Ohio
$419K -$15.2K -305 -4%
LIA
1260
LS Investment Advisors
Michigan
$418K
FWSM
1261
First Wilshire Securities Management
California
$416K -$187K -3,750 -32%
AGA
1262
Arkos Global Advisors
Texas
$415K
BWM
1263
BCGM Wealth Management
Indiana
$414K
GIA
1264
Goodwin Investment Advisory
Georgia
$411K -$142K -2,850 -27%
ACM
1265
Allred Capital Management
Texas
$410K -$34.5K -690 -8%
GWA
1266
GGM Wealth Advisors
Maryland
$409K +$9.99K +200 +3%
CA
1267
Continuum Advisory
Idaho
$406K +$377K +7,540 New
F
1268
F3Logic
Minnesota
$405K -$130K -2,600 -25%
FHC
1269
First Heartland Consultants
Missouri
$405K
LAIC
1270
Lederer & Associates Investment Counsel
California
$403K
MMA
1271
Miracle Mile Advisors
California
$402K -$42.7K -855 -10%
KAH
1272
Kathryn A. Hall
$401K
DSN
1273
D. Scott Neal
Kentucky
$400K
FFA
1274
First Foundation Advisors
California
$399K -$94.4K -1,890 -20%
MWM
1275
Maltin Wealth Management
New Jersey
$398K +$35.2K +705 +10%

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.