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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
TB
1301
Terril Brothers
Missouri
$581K
EL
1302
EQ LLC
Washington
$577K
JLBC
1303
J.L. Bainbridge & Co
Florida
$571K
FFN
1304
Focus Financial Network
Minnesota
$570K +$1.67K +30 +0.3%
DCM
1305
Dimension Capital Management
Florida
$569K
CAM
1306
Concorde Asset Management
Michigan
$568K -$36.5K -655 -6%
TSWM
1307
Tyler-Stone Wealth Management
Ohio
$566K +$557K +10,005 New
Treasurer of the State of North Carolina
1308
Treasurer of the State of North Carolina
North Carolina
$564K -$906K -16,285 -62%
CP
1309
Capital Planning
Washington
$561K
ATC
1310
Adirondack Trust Company
New York
$560K
MTC
1311
McDaniel Terry & Co
Texas
$560K +$181K +3,260 +49%
RF
1312
Rollins Financial
Georgia
$559K +$550K +9,880 New
CC
1313
Cypress Capital
Tennessee
$557K +$254K +4,555 +86%
BFA
1314
Bragg Financial Advisors
North Carolina
$553K
FF
1315
FourThought Financial
Florida
$553K
AIP
1316
Ahrens Investment Partners
Louisiana
$550K -$3.62K -65 -0.7%
BWP
1317
Baldwin Wealth Partners
Massachusetts
$550K
FPWM
1318
FSB Premier Wealth Management
Iowa
$548K
EP
1319
Edgestream Partners
New Jersey
$548K +$304K +5,455 +129%
MWM
1320
Minot Wealth Management
Massachusetts
$544K +$209K +3,760 +64%
MWM
1321
Maltin Wealth Management
New Jersey
$540K -$8.63K -155 -2%
SC
1322
Saiph Capital
New Jersey
$539K +$530K +9,525 New
MCM
1323
Murphy Capital Management
New Jersey
$539K +$1.11K +20 +0.2%
NCM
1324
NCM Capital Management
New Jersey
$538K +$529K +9,500 New
TI
1325
Tidal Investments
Wisconsin
$536K +$527K +9,475 New

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.