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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
AIP
1451
ARS Investment Partners
New York
$396K
FFA
1452
Freedman Financial Associates
Massachusetts
$396K
GIA
1453
Goodwin Investment Advisory
Georgia
$393K -$1.67K -30 -0.4%
AWM
1454
Abound Wealth Management
Tennessee
$393K +$386K +6,935 New
JWM
1455
JGP Wealth Management
Oregon
$386K +$105K +1,890 +38%
MFW
1456
Mosaic Family Wealth
Missouri
$384K
VCAM
1457
Van Cleef Asset Management
Ohio
$384K
OIA
1458
Optimum Investment Advisors
Illinois
$382K
ACM
1459
Allred Capital Management
Texas
$380K
GWM
1460
Greenhouse Wealth Management
Connecticut
$380K +$2.78K +50 +0.8%
TFGT
1461
TS Financial Group (TSFG)
Illinois
$374K +$35.3K +635 +11%
DWM
1462
Doyle Wealth Management
Florida
$373K +$34.8K +625 +10%
FA
1463
Faithward Advisors
Pennsylvania
$372K +$4.45K +80 +1%
AWM
1464
Avaii Wealth Management
Wisconsin
$372K +$365K +6,565 New
BWP
1465
Bernardo Wealth Planning
Pennsylvania
$371K
MCM
1466
Mattern Capital Management
Colorado
$370K +$34.2K +615 +10%
ACI
1467
Alpha Cubed Investments
California
$369K
SWM
1468
Sugarloaf Wealth Management
Georgia
$369K +$278 +5 +0.1%
FWSM
1469
First Wilshire Securities Management
California
$368K -$83.5K -1,500 -19%
4WM
1470
4J Wealth Management
Virginia
$368K -$835 -15 -0.2%
STC
1471
Sarah T. Connolly
$367K +$8.35K +150 +2%
ClearBridge Investments
1472
ClearBridge Investments
New York
$366K -$193K -3,475 -35%
SF
1473
SBK Financial
Virginia
$366K +$360K +6,460 New
KA
1474
Kovack Advisors
Florida
$363K -$1.98M -35,610 -85%
SVCP
1475
Silicon Valley Capital Partners
California
$362K -$64K -1,150 -15%

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.