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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
BAAM
1401
Baker Avenue Asset Management
California
$262K +$252K +5,040 New
PWM
1402
Praetorian Wealth Management
California
$261K
EBSAM
1403
Eubel Brady & Suttman Asset Management
Ohio
$260K +$249K +4,990 New
MFW
1404
Mosaic Family Wealth
Missouri
$259K
KF
1405
Krilogy Financial
Missouri
$258K +$749 +15 +0.3%
MPW
1406
Monterey Private Wealth
California
$256K -$499 -10 -0.2%
WAM
1407
WNY Asset Management
New York
$255K +$246K +4,920 New
LC
1408
Lavaca Capital
Texas
$254K +$243K +4,875 New
WP
1409
WMS Partners
Maryland
$252K +$4.74K +95 +2%
TSW
1410
Thompson Siegel & Walmsley
Virginia
$251K -$102K -2,035 -30%
MM
1411
Main Management
California
$251K
PWM
1412
Paulson Wealth Management
Illinois
$250K +$9.49K +190 +4%
GKWIM
1413
Gerber Kawasaki Wealth & Investment Management
California
$249K -$44.2K -885 -16%
DJSG
1414
D.J. St. Germain
Massachusetts
$249K -$3.25K -65 -1%
LCWP
1415
Legacy Capital Wealth Partners
Arkansas
$248K +$237K +4,755 New
TYCC
1416
Texas Yale Capital Corp
Florida
$247K
FBC
1417
Fairfield, Bush & Co
Connecticut
$246K
ODCM
1418
Old Dominion Capital Management
Virginia
$246K
B
1419
Brightworth
Georgia
$246K +$6.24K +125 +3%
FIG
1420
FundX Investment Group
California
$246K +$236K +4,725 New
IC
1421
Inverness Counsel
New York
$245K
PCTC
1422
Perkins Coie Trust Company
Washington
$245K
MA
1423
MONECO Advisors
Connecticut
$245K +$235K +4,710 New
RBFC
1424
Roman Butler Fullerton & Co
Missouri
$243K -$123K -2,460 -35%
CPIA
1425
Cornell Pochily Investment Advisors
New York
$242K -$250 -5 -0.1%

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.