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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: 1,5821,616 (+34)

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
+34
Holders Change %
+2.15%
% 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
MFA
1476
McClarren Financial Advisors
Pennsylvania
$181K +$499 +10 +0.3%
JCM
1477
Jacobi Capital Management
Pennsylvania
$180K +$3.75K +75 +2%
JWM
1478
Janiczek Wealth Management
Colorado
$176K
GWSG
1479
GPS Wealth Strategies Group
Colorado
$170K +$163K +3,270 New
WCAMG
1480
Woodard & Company Asset Management Group
North Carolina
$167K
FRA
1481
Front Row Advisors
California
$163K
AWG
1482
Altus Wealth Group
Colorado
$162K +$22.2K +445 +18%
BCV
1483
Banque Cantonale Vaudoise
Switzerland
$159K +$84.6K +1,695 +125%
HDIM
1484
Hanson & Doremus Investment Management
Vermont
$157K
MHR
1485
Matthew Hamilton Rosenberg
$156K
LWP
1486
Lumature Wealth Partners
Georgia
$153K -$42.9K -860 -23%
SC
1487
Steph & Co
Wisconsin
$153K
TCM
1488
TD Capital Management
Tennessee
$152K +$499 +10 +0.3%
SIM
1489
Sonora Investment Management
Arizona
$151K
CI
1490
Cordant Inc
Oregon
$149K -$17.5K -350 -11%
LWM
1491
Liberty Wealth Management
California
$147K
IWP
1492
IAG Wealth Partners
Wisconsin
$145K -$157K -3,145 -53%
APWM
1493
Atlas Private Wealth Management
New York
$143K -$5.99K -120 -4%
PAI
1494
Pittenger & Anderson Inc
Nebraska
$143K +$74.9K +1,500 +120%
SL
1495
Savior LLC
Massachusetts
$141K
RMC
1496
Resources Management Corp
Connecticut
$135K +$89.9K +1,800 +228%
FM
1497
Family Management
New York
$133K
RWG
1498
Regal Wealth Group
California
$127K +$250 +5 +0.2%
SA
1499
SRH Advisors
Kansas
$125K
JHCP
1500
Jackson Hole Capital Partners
Oklahoma
$125K +$1.75K +35 +1%

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 1,582 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.