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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
FCH
1476
Freestone Capital Holdings
Washington
$361K +$355K +6,380 New
PCM
1477
Palisade Capital Management
New Jersey
$359K -$26.4K -475 -7%
ACM
1478
Advance Capital Management
Michigan
$359K +$353K +6,335 New
CA
1479
CapWealth Advisors
Tennessee
$358K
EA
1480
Elm Advisors
California
$357K -$11.1K -200 -3%
BCP
1481
Berkeley Capital Partners
Georgia
$357K +$1.39K +25 +0.4%
SIA
1482
SkyView Investment Advisors
New Jersey
$356K -$8.35K -150 -2%
FPCP
1483
Fort Point Capital Partners
California
$355K
IA
1484
Inspire Advisors
Idaho
$354K +$60.4K +1,085 +21%
ERIM
1485
Eagle Ridge Investment Management
Connecticut
$353K +$278 +5 +0.1%
MAM
1486
Mystic Asset Management
Rhode Island
$352K +$347K +6,225 New
MPW
1487
Monterey Private Wealth
California
$351K +$22K +395 +7%
CF
1488
Convergence Financial
Missouri
$350K +$344K +6,180 New
BFA
1489
Bluestem Financial Advisors
Illinois
$349K +$278 +5 +0.1%
KC
1490
Kingfisher Capital
North Carolina
$348K +$1.39K +25 +0.4%
GCA
1491
Gradient Capital Advisors
California
$347K
IDA
1492
Intelligence Driven Advisers
California
$344K -$116K -2,075 -24%
PCA
1493
Pallas Capital Advisors
Massachusetts
$344K -$37.3K -670 -9%
CST
1494
Charles Schwab Trust
Nevada
$342K +$336K +6,045 New
WA
1495
Winfield Associates
Ohio
$341K +$13.9K +250 +4%
Toronto Dominion Bank
1496
Toronto Dominion Bank
Ontario, Canada
$339K
DHFB
1497
Dixon Hubard Feinour & Brown
Virginia
$339K +$333K +5,980 New
AFG
1498
Allegheny Financial Group
Pennsylvania
$338K +$835 +15 +0.3%
AWM
1499
Affinity Wealth Management
Delaware
$336K -$47.9K -860 -12%
SHFA
1500
SC&H Financial Advisors
Maryland
$336K +$331K +5,940 New

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.