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iShares Core S&P Mid-Cap ETF

1,616 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, 589 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: 1,5831,616 (+33)

12% less repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 669

21% less call options, than puts

Call options by funds: $30.8M | Put options by funds: $39.3M

Holders
1,616
Holders Change
+33
Holders Change %
+2.08%
% of All Funds
28.38%
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
589
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
PCA
1376
Pallas Capital Advisors
Massachusetts
$287K +$263K +5,260 New
LBD
1377
Landsberg Bennett & Dubbaneh
Florida
$286K +$25.5K +510 +10%
CPA
1378
Capital Planning Advisors
California
$283K
SCM
1379
Schnieders Capital Management
California
$282K -$3.25K -65 -1%
MWM
1380
Minot Wealth Management
Massachusetts
$282K
CPSAC
1381
Chas P. Smith & Associates (CPS)
Florida
$282K +$44.4K +890 +20%
GA
1382
Geller Advisors
New York
$281K -$400K -8,000 -60%
SSWM
1383
Smith Salley Wealth Management
North Carolina
$279K +$267K +5,355 New
NAM
1384
North American Management
Massachusetts
$279K
PG
1385
Proffitt & Goodson
Tennessee
$278K -$17K -340 -6%
CIC
1386
Cutler Investment Counsel
Oregon
$278K
B
1387
Bellecapital
Switzerland
$273K
IRAG
1388
Investment Research & Advisory Group
Georgia
$273K
CDH
1389
Charles D. Hyman
$273K +$7.24K +145 +3%
Fisher Asset Management
1390
Fisher Asset Management
Washington
$272K -$291K -5,830 -53%
PD
1391
Planning Directions
Pennsylvania
$272K -$16.7K -335 -6%
DBIA
1392
Dumont & Blake Investment Advisors
New Jersey
$269K
TC
1393
Trust Company
Kansas
$266K
PIA
1394
Powell Investment Advisors
Florida
$266K +$47.2K +945 +23%
AL
1395
Aspiriant LLC
California
$265K -$11.5K -230 -4%
AA
1396
Aufman Associates
Pennsylvania
$265K
PVH
1397
Psagot Value Holdings
Israel
$264K
SSC
1398
Syverson Strege & Co
Iowa
$262K -$15.5K -310 -6%
NAMP
1399
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$262K
BAAM
1400
Baker Avenue Asset Management
California
$262K +$252K +5,040 New

IJH Hedge Fund Activity: Q1 2021 in Review

1,616 of the 5,695 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 589 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.

  • 1,616 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.