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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
S
1351
SignatureFD
Georgia
$511K -$49.5K -890 -9%
SNB
1352
Security National Bank
Nebraska
$511K -$29.8K -535 -6%
TT
1353
TI-Trust
Illinois
$509K +$500K +8,990 New
CT
1354
Columbia Trust
Oregon
$508K
IAS
1355
IMA Advisory Services
Colorado
$507K -$1.67K -30 -0.3%
PP
1356
Prosperity Planning
Missouri
$507K
AIM
1357
Aspen Investment Management
Michigan
$507K +$499K +8,960 New
EWM
1358
Executive Wealth Management
Michigan
$506K +$52.9K +950 +12%
EBA
1359
Eagle Bay Advisors
New York
$505K +$342K +6,135 +220%
TFP
1360
Tilia Fiduciary Partners
North Carolina
$505K +$497K +8,925 New
AL
1361
ADE LLC
Maryland
$503K +$158K +2,835 +47%
CAM
1362
Carret Asset Management
New York
$502K -$27.3K -490 -5%
BFA
1363
Bill Few Associates
Pennsylvania
$501K +$492K +8,845 New
SFP
1364
Strategic Financial Partners
Oregon
$500K
BNP Paribas Financial Markets
1365
BNP Paribas Financial Markets
France
$500K -$8.35K -150 -2%
DI
1366
DAGCO Inc
Ohio
$498K
WAL
1367
W Advisors LLC
Tennessee
$496K +$488K +8,765 New
FFA
1368
Founders Financial Alliance
North Carolina
$494K -$2.78K -50 -0.6%
TTWM
1369
TCV Trust & Wealth Management
Virginia
$492K -$2.78K -50 -0.6%
ZCA
1370
Zeke Capital Advisors
Pennsylvania
$491K +$483K +8,680 New
NPP
1371
New Potomac Partners
Maryland
$488K +$3.34K +60 +0.7%
EWM
1372
Echo Wealth Management
Minnesota
$483K -$38.1K -685 -7%
MAC
1373
Mason & Associates (California)
California
$483K +$475K +8,540 New
CSB
1374
City State Bank
Iowa
$481K +$473K +8,495 New
SLG
1375
Stanley-Laman Group
Pennsylvania
$479K -$23.9K -430 -5%

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.