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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
BIAS
1251
Beacon Investment Advisory Services
New Jersey
$661K -$5.01K -90 -0.8%
MWM
1252
Merriman Wealth Management
Washington
$658K -$4.45K -80 -0.7%
ST
1253
Somerset Trust
Pennsylvania
$658K
HWM
1254
Hohimer Wealth Management
Washington
$658K +$6.96K +125 +1%
PWA
1255
Peterson Wealth Advisors
Utah
$656K +$7.24K +130 +1%
NCM
1256
Narwhal Capital Management
Georgia
$654K
SCA
1257
Sage Capital Advisors
South Dakota
$653K +$4.45K +80 +0.7%
IFS
1258
Intelligent Financial Strategies
Minnesota
$650K +$639K +11,480 New
CP
1259
Cumberland Partners
Ontario, Canada
$649K -$438K -7,865 -41%
CANC
1260
Culbertson A N & Co
Virginia
$649K
RI
1261
Ridgewood Investments
New Jersey
$649K +$278 +5 +0%
CIA
1262
Choate Investment Advisors
Massachusetts
$647K +$278 +5 +0%
OCG
1263
Opus Capital Group
Ohio
$643K
WCFA
1264
Walkner Condon Financial Advisors
Wisconsin
$643K +$11.1K +200 +2%
GWA
1265
GGM Wealth Advisors
Maryland
$641K +$36.5K +655 +6%
HT
1266
Heritage Trust
Oklahoma
$628K -$3.06K -55 -0.5%
BC
1267
Burney Company
Virginia
$628K +$130K +2,330 +27%
LBC
1268
Lawrence B. Cohen
$627K +$616K +11,075 New
BG
1269
Benedetti & Gucer
Georgia
$626K -$15.3K -275 -2%
GJIC
1270
Gamble Jones Investment Counsel
California
$626K
HIIFS
1271
Harel Insurance Investments & Financial Services
Israel
$626K
W
1272
WorthPointe
California
$626K +$648K +11,640 New
Legal & General Group
1273
Legal & General Group
United Kingdom
$623K +$97.4K +1,750 +19%
MSFS
1274
Main Street Financial Solutions
Pennsylvania
$622K +$21.7K +390 +4%
AFG
1275
Albion Financial Group
Utah
$618K -$865K -15,535 -59%

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.