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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
CAM
1451
Covenant Asset Management
New Jersey
$216K +$207K +4,140 New
VWA
1452
Visionary Wealth Advisors
Illinois
$215K -$110K -2,205 -35%
EP
1453
Eudaimonia Partners
Tennessee
$215K +$11.5K +230 +6%
PLFAM
1454
Pineno Levin & Ford Asset Management
Virginia
$213K +$204K +4,090 New
GC
1455
Gibson Capital
Pennsylvania
$213K +$205K +4,110 New
ZIG
1456
Zuckerman Investment Group
Illinois
$212K +$204K +4,075 New
DCM
1457
Donaldson Capital Management
Indiana
$211K -$35.7K -715 -15%
DMC
1458
Drexel Morgan & Co
Pennsylvania
$211K +$202K +4,050 New
KP
1459
Keel Point
Alabama
$211K +$203K +4,060 New
FDS
1460
Freedom Day Solutions
Texas
$210K +$201K +4,025 New
SAM
1461
Smithbridge Asset Management
Pennsylvania
$210K +$201K +4,025 New
MGIA
1462
Matthew Goff Investment Advisor
Texas
$210K +$201K +4,030 New
OIS
1463
Okabena Investment Services
Minnesota
$209K +$200K +4,010 New
PGAM
1464
Princeton Global Asset Management
New Jersey
$208K
CCM
1465
Chilton Capital Management
Texas
$208K +$200K +4,000 New
FNBTCON
1466
First National Bank & Trust Co of Newtown
Pennsylvania
$207K +$199K +3,975 New
CI
1467
CX Institutional
Indiana
$202K +$52.4K +1,050 +37%
RRA
1468
Round Rock Advisors
Connecticut
$202K +$194K +3,875 New
SB
1469
Sunflower Bank
Texas
$202K +$194K +3,875 New
CBTWT
1470
Community Bank & Trust (Waco, Texas)
Texas
$202K +$194K +3,880 New
MIM
1471
MTM Investment Management
South Carolina
$197K -$18.5K -370 -9%
VCM
1472
Vigilant Capital Management
Maine
$195K
WWMSC
1473
Wagner Wealth Management (South Carolina)
South Carolina
$188K
PSIWM
1474
Paradigm Strategies in Wealth Management
Minnesota
$185K +$177K +3,550 New
TWM
1475
Tradition Wealth Management
Minnesota
$183K

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.