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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
HFAS
1376
Hummer Financial Advisory Services
Illinois
$479K
CSWM
1377
Cassady Schiller Wealth Management
Ohio
$478K +$470K +8,445 New
DLCIG
1378
D.L. Carlson Investment Group
New Hampshire
$476K
MIC
1379
Meridian Investment Counsel
California
$476K
SRC
1380
Sage Rhino Capital
California
$476K
AFC
1381
Adaptive Financial Consulting
Ohio
$476K +$17.8K +320 +4%
SAM
1382
Summit Asset Management
Tennessee
$474K
SPI
1383
Sutton Place Investors
New York
$474K +$466K +8,380 New
MIAS
1384
Mason Investment Advisory Services
Virginia
$474K +$24.2K +435 +5%
SFG
1385
Sowa Financial Group
Rhode Island
$473K +$49K +880 +12%
WFA
1386
Wells Financial Advisors
Massachusetts
$470K +$48.1K +865 +12%
OBWG
1387
Onyx Bridge Wealth Group
New York
$469K +$32.8K +590 +8%
BST
1388
Bath Savings Trust
Maine
$468K +$7.51K +135 +2%
PGIM
1389
Pacific Global Investment Management
California
$467K
GWANC
1390
Guardian Wealth Advisors (North Carolina)
North Carolina
$467K +$459K +8,240 New
AA
1391
Aire Advisors
California
$467K +$460K +8,270 New
RRCM
1392
Rappaport Reiches Capital Management
Illinois
$467K
FANJ
1393
Financial Architects (New Jersey)
New Jersey
$464K -$23.9K -430 -5%
BBA
1394
BLB&B Advisors
Pennsylvania
$463K -$132K -2,380 -23%
WPP
1395
Whalerock Point Partners
Rhode Island
$462K
JPG
1396
Jordan Park Group
California
$461K
AGA
1397
Arkos Global Advisors
Texas
$458K
WMA
1398
Wealth Management Associates
New Jersey
$458K -$42.9K -770 -9%
C
1399
CEDRUS
Colorado
$458K +$450K +8,085 New
LIA
1400
LS Investment Advisors
Michigan
$455K

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.