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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
KFP
1351
KMG Fiduciary Partners
Ohio
$303K
PIA
1352
Pinion Investment Advisors
Kansas
$302K -$23K -460 -7%
CWMU
1353
Caliber Wealth Management (Utah)
Utah
$302K -$3K -60 -1%
WIA
1354
Wealthstreet Investment Advisors
Texas
$302K
AIM
1355
Axiom Investment Management
New York
$301K -$686K -13,730 -70%
KFI
1356
Key Financial Inc
Pennsylvania
$301K -$4.74K -95 -2%
ERIM
1357
Eagle Ridge Investment Management
Connecticut
$301K -$749 -15 -0.3%
GAG
1358
GM Advisory Group
New York
$301K +$289K +5,780 New
BRWM
1359
B. Riley Wealth Management
Tennessee
$299K
BSA
1360
Bull Street Advisors
Georgia
$299K
SC
1361
SouthState Corp
Florida
$299K
AWM
1362
Aberdeen Wealth Management
Illinois
$298K -$4.25K -85 -1%
CCT
1363
Capital City Trust
Florida
$297K
NP
1364
NorthRock Partners
Minnesota
$297K +$39K +780 +16%
AL
1365
ADE LLC
Maryland
$296K
PCM
1366
Princeton Capital Management
New Jersey
$295K
SBL
1367
Sargent Bickham Lagudis
Colorado
$295K
CFG
1368
Cooper Financial Group
California
$294K -$102K -2,040 -27%
LFA
1369
Lighthouse Financial Advisors
Maryland
$294K -$29K -580 -9%
BFG
1370
Berger Financial Group
Minnesota
$294K
LSAG
1371
Lake Street Advisors Group
New Hampshire
$294K
SW
1372
SlateStone Wealth
Florida
$294K
BA
1373
Bridge Advisory
California
$293K +$281K +5,630 New
BHTS
1374
Bar Harbor Trust Services
Maine
$290K +$15K +300 +6%
ACA
1375
Affinity Capital Advisors
California
$288K

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.