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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
LPIC
1276
LeJeune Puetz Investment Counsel
Michigan
$617K
IRAG
1277
Investment Research & Advisory Group
Georgia
$614K
MAM
1278
Marquette Asset Management
Minnesota
$614K
PCS
1279
Personal CFO Solutions
New Jersey
$613K +$37.9K +680 +7%
KWS
1280
Keystone Wealth Services
California
$613K +$603K +10,835 New
F
1281
F3Logic
Minnesota
$612K -$8.35K -150 -1%
SB
1282
Strategic Blueprint
Georgia
$612K +$19.8K +355 +3%
GIA
1283
Guyasuta Investment Advisors
Pennsylvania
$609K +$9.74K +175 +2%
HWA
1284
HHM Wealth Advisors
Tennessee
$608K -$49K -880 -8%
PWP
1285
Perfromance Wealth Partners
Illinois
$607K +$597K +10,720 New
MCM
1286
Maple Capital Management
Vermont
$605K -$5.57K -100 -0.9%
LDB
1287
Lee, Danner & Bass
Tennessee
$602K
PP
1288
Patten & Patten
Tennessee
$602K
CPA
1289
Cardiff Park Advisors
California
$598K +$588K +10,570 New
DHGWA
1290
Dixon Hughes Goodman Wealth Advisors
North Carolina
$597K +$587K +10,550 New
FCFC
1291
First Commonwealth Financial Corp
Pennsylvania
$596K -$51.5K -925 -8%
PL
1292
Plancorp LLC
Missouri
$596K
PAM
1293
Peak Asset Management
Colorado
$595K
MCM
1294
McRae Capital Management
New Jersey
$594K -$105K -1,890 -15%
KBC Group
1295
KBC Group
Belgium
$594K
ACP
1296
Aveo Capital Partners
Colorado
$589K
WPC
1297
Waters Parkerson & Co
Louisiana
$586K +$1.39K +25 +0.2%
NG
1298
NWK Group
California
$585K +$58.7K +1,055 +11%
NHC
1299
Nicholas Hoffman & Company
Georgia
$583K +$2.78K +50 +0.5%
SS
1300
Sunbelt Securities
Texas
$581K -$73.5K -1,320 -11%

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.