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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
AFG
1301
Allegheny Financial Group
Pennsylvania
$356K +$37.2K +745 +12%
VCAM
1302
Van Cleef Asset Management
Ohio
$353K
ASBI
1303
American State Bank (Iowa)
Iowa
$353K +$112K +2,250 +50%
APWA
1304
Atlas Private Wealth Advisors
New Jersey
$352K -$4.99K -100 -1%
GWM
1305
Greenhouse Wealth Management
Connecticut
$352K +$6.99K +140 +2%
BST
1306
Bath Savings Trust
Maine
$350K +$7.49K +150 +2%
SBIA
1307
Sheaff Brock Investment Advisors
Indiana
$350K +$336K +6,720 New
AWA
1308
Alta Wealth Advisors
Massachusetts
$348K +$250 +5 +0.1%
LWCFA
1309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$346K -$33.7K -675 -9%
AWM
1310
Affinity Wealth Management
Delaware
$345K
MTC
1311
McDaniel Terry & Co
Texas
$345K
ACI
1312
Alpha Cubed Investments
California
$342K -$18.7K -375 -5%
BWP
1313
Bernardo Wealth Planning
Pennsylvania
$341K -$750K -15,020 -70%
GCA
1314
Gradient Capital Advisors
California
$339K
PTC
1315
Philadelphia Trust Company
Pennsylvania
$337K -$150K -3,000 -32%
CCA
1316
Column Capital Advisors
Indiana
$333K -$3K -60 -0.9%
SIA
1317
SkyView Investment Advisors
New Jersey
$333K
MFP
1318
Meridian Financial Partners
Virginia
$331K
HA
1319
Harborview Advisors
Maine
$330K -$54.9K -1,100 -15%
CA
1320
CapWealth Advisors
Tennessee
$329K
RF
1321
Rollins Financial
Georgia
$328K +$250 +5 +0.1%
PCM
1322
Prelude Capital Management
New York
$327K +$314K +6,285 New
TCM
1323
Teza Capital Management
Illinois
$327K +$314K +6,285 New
JFS
1324
JD Financial Services
Pennsylvania
$326K -$45.9K -920 -13%
BCP
1325
Berkeley Capital Partners
Georgia
$326K -$31.7K -635 -9%

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.