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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
IC
1276
Innealta Capital
Texas
$396K -$197K -3,935 -34%
EWM
1277
Executive Wealth Management
Michigan
$395K +$135K +2,700 +55%
HFS
1278
Haverford Financial Services
Pennsylvania
$394K
KCPG
1279
Kavar Capital Partners Group
Kansas
$393K
HCM
1280
Hollencrest Capital Management
California
$389K
IWA
1281
Intercontinental Wealth Advisors
Texas
$388K -$41.9K -840 -10%
H
1282
HoyleCohen
California
$385K +$370K +7,400 New
BBA
1283
BLB&B Advisors
Pennsylvania
$384K -$111K -2,230 -23%
GEA
1284
Glen Eagle Advisors
New Jersey
$384K +$6.24K +125 +2%
CCP
1285
Cardan Capital Partners
Colorado
$382K -$5.7M -114,105 -94%
BWM
1286
BCS Wealth Management
Tennessee
$381K
SFP
1287
Shepherd Financial Partners
Massachusetts
$381K +$49.4K +990 +16%
IIA
1288
IPG Investment Advisors
California
$379K
WCFA
1289
Walkner Condon Financial Advisors
Wisconsin
$379K +$12.2K +245 +3%
AWA
1290
ARS Wealth Advisors
Florida
$377K
AWS
1291
AJ Wealth Strategies
New York
$376K
JPMIA
1292
J.P. Marvel Investment Advisors
Massachusetts
$374K
WPP
1293
Whalerock Point Partners
Rhode Island
$373K -$4.25K -85 -1%
RC
1294
Rinet Company
Massachusetts
$371K +$356K +7,125 New
PCM
1295
Palisade Capital Management
New Jersey
$366K +$53.7K +1,075 +18%
RWML
1296
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$365K +$108K +2,170 +45%
FNB
1297
Farmers National Bank
Kentucky
$364K -$20.5K -410 -6%
4WM
1298
4J Wealth Management
Virginia
$360K -$9.99K -200 -3%
BC
1299
Burney Company
Virginia
$358K -$7.24K -145 -2%
FFA
1300
Freedman Financial Associates
Massachusetts
$356K +$250 +5 +0.1%

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.