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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
ACA
1326
Atlas Capital Advisors
Wyoming
$534K
GWM
1327
Greenwich Wealth Management
Connecticut
$534K
CWM
1328
Concentric Wealth Management
California
$534K +$12.5K +225 +2%
OR
1329
Olympiad Research
Connecticut
$533K +$95.7K +1,720 +22%
FI
1330
Financial Insights
Washington
$532K
AWA
1331
Alta Wealth Advisors
Massachusetts
$530K +$139K +2,490 +36%
NEWAS
1332
N.E.W. Advisory Services
Wisconsin
$527K -$180K -3,235 -26%
NCM
1333
Noesis Capital Mangement
Florida
$527K -$19.5K -350 -4%
AA
1334
Ashford Advisors
New York
$527K
DP
1335
Dearborn Partners
Illinois
$527K +$9.46K +170 +2%
IC
1336
Innealta Capital
Texas
$526K +$57.9K +1,040 +13%
D
1337
Dentgroup
Louisiana
$525K +$516K +9,275 New
MCM
1338
Mitchell Capital Management
Kansas
$524K -$105K -1,895 -17%
CWA
1339
Consilium Wealth Advisory
Texas
$524K +$515K +9,260 New
GEA
1340
Glen Eagle Advisors
New Jersey
$522K +$5.57K +100 +1%
EA
1341
Eudaimonia Advisors
Tennessee
$522K +$514K +9,225 New
SEP
1342
Southland Equity Partners
Missouri
$520K +$8.63K +155 +2%
DTC
1343
Davidson Trust Company
Washington
$518K
FB
1344
First Bancorp
Maine
$517K -$34.2K -615 -6%
SWA
1345
Strategies Wealth Advisors
Michigan
$516K +$508K +9,120 New
FAG
1346
Fortitude Advisory Group
Washington
$516K +$507K +9,105 New
SAM
1347
SP Asset Management
California
$513K +$835 +15 +0.2%
FA
1348
Fountainhead AM
New Jersey
$513K +$20.9K +375 +4%
NL
1349
Navalign LLC
California
$512K -$56.8K -1,020 -10%
GAG
1350
GM Advisory Group
New York
$512K +$182K +3,270 +57%

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.