We are live on ! Find out more
IJH icon

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
AIC
1326
Archer Investment Corporation
Indiana
$325K
NHC
1327
Nicholas Hoffman & Company
Georgia
$323K -$26.2K -525 -8%
GDP
1328
Great Diamond Partners
Maine
$323K
COF
1329
Capital One Financial
Virginia
$321K -$48.9K -980 -14%
EFSCE
1330
Enterprise Financial Services Corp (EFSC)
Missouri
$320K
GCA
1331
Greenwood Capital Associates
South Carolina
$319K -$38.2K -765 -11%
EA
1332
Elm Advisors
California
$319K -$25K -500 -8%
KC
1333
Kingfisher Capital
North Carolina
$317K +$999 +20 +0.3%
FRA
1334
Frank Rimerman Advisors
California
$317K
MWM
1335
McNaughton Wealth Management
California
$314K
LWP
1336
Legacy Wealth Planning
Nevada
$312K -$23.2K -465 -7%
RW
1337
REDW Wealth
New Mexico
$312K
Toronto Dominion Bank
1338
Toronto Dominion Bank
Ontario, Canada
$312K
TFGT
1339
TS Financial Group (TSFG)
Illinois
$311K -$431K -8,640 -59%
APW
1340
Aurora Private Wealth
New Jersey
$311K
PIA
1341
Perennial Investment Advisors
California
$310K
RWM
1342
Ritholtz Wealth Management
New York
$310K +$297K +5,950 New
SW
1343
SkyOak Wealth
Michigan
$309K -$189K -3,790 -40%
MAG
1344
MRA Advisory Group
New Jersey
$308K -$39.2K -785 -12%
NAMM
1345
NorthStar Asset Management (Massachusetts)
Massachusetts
$307K +$295K +5,900 New
HNW
1346
High Note Wealth
Minnesota
$307K -$7.24K -145 -2%
JC
1347
Jentner Corp
Ohio
$307K
DWM
1348
Doyle Wealth Management
Florida
$306K -$499 -10 -0.2%
EHPM
1349
Emery Howard Portfolio Management
California
$303K
EWP
1350
Engrave Wealth Partners
Texas
$303K

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.