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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
CCA
1426
Column Capital Advisors
Indiana
$429K +$21.7K +390 +5%
HCM
1427
Hollencrest Capital Management
California
$426K +$2.23K +40 +0.5%
FBC
1428
Fairfield, Bush & Co
Connecticut
$425K +$10.3K +185 +3%
BWM
1429
BCS Wealth Management
Tennessee
$423K
IWA
1430
Intercontinental Wealth Advisors
Texas
$422K
AWA
1431
Arkadios Wealth Advisors
Georgia
$417K +$79.9K +1,435 +24%
BO
1432
Bank OZK
Arkansas
$417K +$91.8K +1,650 +29%
FNB
1433
Farmers National Bank
Kentucky
$416K -$2.78K -50 -0.7%
TIAM2
1434
Tru Independence Asset Management 2
Oregon
$416K +$410K +7,360 New
GWM
1435
Gray Wealth Management
Maine
$415K +$9.19K +165 +2%
VCP
1436
Vista Capital Partners
Oregon
$412K -$39K -700 -9%
WA
1437
Wealth Architects
California
$412K -$4.45K -80 -1%
MMA
1438
Miracle Mile Advisors
California
$411K +$8.91K +160 +2%
PFBT
1439
Parkside Financial Bank & Trust
Missouri
$409K -$21.7K -390 -5%
AWS
1440
AJ Wealth Strategies
New York
$409K
WIP
1441
WealthCare Investment Partners
Rhode Island
$409K +$402K +7,215 New
JPMIA
1442
J.P. Marvel Investment Advisors
Massachusetts
$407K
ASBI
1443
American State Bank (Iowa)
Iowa
$407K +$14.5K +260 +4%
FWP
1444
Falcon Wealth Planning
California
$406K
Luther King Capital Management (LKCM)
1445
Luther King Capital Management (LKCM)
Texas
$406K
LOPW
1446
Live Oak Private Wealth
North Carolina
$405K +$3.06K +55 +0.8%
PCG
1447
Prosperity Consulting Group
Maryland
$405K +$425K +7,630 New
CAMG
1448
CWA Asset Management Group
Florida
$404K +$27.8K +500 +8%
PTC
1449
Philadelphia Trust Company
Pennsylvania
$403K -$27.8K -500 -7%
RW
1450
RVW Wealth
California
$398K

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.