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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
CPO
126
Cerity Partners OCIO
New York
$52.6M -$1.28M -23,040 -2%
HSBC Holdings
127
HSBC Holdings
United Kingdom
$52M -$140K -2,510 -0.3%
JFA
128
JNBA Financial Advisors
Minnesota
$51.7M +$2.3M +41,350 +5%
MWM
129
Modera Wealth Management
New Jersey
$51M -$1.53M -27,525 -3%
CAL
130
Capital Analysts LLC
Pennsylvania
$50.6M -$309K -5,545 -0.6%
FMII
131
Farmers & Merchants Investments Inc
Nebraska
$50.4M +$1.42M +25,585 +3%
WI
132
Wintrust Investments
Illinois
$49.9M +$2.42M +43,525 +5%
BSB
133
Bangor Savings Bank
Maine
$49.7M +$1.42M +25,545 +3%
SWP
134
Stratos Wealth Partners
Ohio
$49.6M +$1.67M +29,990 +4%
SWM
135
Spire Wealth Management
Virginia
$48.5M +$459K +8,250 +1%
AA
136
ALPS Advisors
Colorado
$47.9M -$1.16M -20,850 -2%
KAS
137
Kestra Advisory Services
Texas
$46.5M -$9.56M -171,800 -17%
CAI
138
Capital Advisors Inc
Oklahoma
$46.4M +$438K +7,870 +1%
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$45.3M -$5.57M -100,135 -11%
HW
140
Hancock Whitney
Mississippi
$45M +$2.55M +45,875 +6%
GIM
141
Goelzer Investment Management
Indiana
$44.6M +$709K +12,745 +2%
FCAS
142
First Command Advisory Services
Texas
$44.2M +$2.77M +49,725 +7%
LP
143
LGL Partners
Pennsylvania
$44.2M +$16.1M +288,475 +59%
CFG
144
CKW Financial Group
Hawaii
$43.8M +$149K +2,680 +0.3%
COPPSERS
145
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$43.8M +$7.64M +137,220 +22%
BOS
146
Bank of Stockton
California
$43.7M +$271K +4,870 +0.6%
HFS
147
HBC Financial Services
Washington
$43.7M -$1.6M -28,655 -4%
Lazard Asset Management
148
Lazard Asset Management
New York
$43.7M +$360K +6,465 +0.8%
FBFS
149
First Business Financial Services
Wisconsin
$43.6M +$216K +3,880 +0.5%
Charles Schwab
150
Charles Schwab
California
$42.9M -$943K -16,940 -2%

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.