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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
NB
1426
Nicolet Bankshares
Wisconsin
$242K
PO
1427
Private Ocean
California
$242K
WG
1428
Welch Group
Alabama
$240K
GIP
1429
Granite Investment Partners
California
$237K
SNB
1430
Security National Bank
Nebraska
$237K
PFG
1431
PAX Financial Group
Texas
$236K -$13.5K -270 -6%
MAP
1432
Moody Aldrich Partners
Massachusetts
$236K +$226K +4,525 New
AWMG
1433
Alliance Wealth Management Group
New Jersey
$234K -$32.2K -645 -13%
MPI
1434
Mairs & Power Inc
Minnesota
$234K -$18K -360 -7%
EWA
1435
Evolution Wealth Advisors
Florida
$233K
WFA
1436
WestHill Financial Advisors
California
$231K -$66.4K -1,330 -23%
LJAC
1437
L.J. Altfest & Co
New York
$230K
PAM
1438
Premier Asset Management
Illinois
$229K +$220K +4,400 New
SFG
1439
SNS Financial Group
Minnesota
$228K -$12.5K -250 -5%
FCH
1440
Freestone Capital Holdings
Washington
$228K -$250 -5 -0.1%
SCA
1441
St. Clair Advisors
Ohio
$228K
VBFG
1442
Vishria Bird Financial Group
Tennessee
$226K +$217K +4,345 New
DWM
1443
Denver Wealth Management
Colorado
$225K +$209K +4,190 New
CIP
1444
Capital Insight Partners
Arizona
$222K +$213K +4,260 New
Citadel Advisors
1445
Citadel Advisors
Florida
$220K -$19.8M -395,630 -99%
GCM
1446
Gibraltar Capital Management
Oklahoma
$220K -$155K -3,095 -43%
MAM
1447
McLean Asset Management
Virginia
$220K -$43.7K -875 -18%
SC
1448
Stolper & Co
Oklahoma
$219K +$210K +4,215 New
DE
1449
Day & Ennis
Georgia
$217K -$15.5K -310 -7%
GG
1450
GenWealth Group
New Jersey
$216K -$277K -5,555 -57%

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.