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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
GI
1501
Gradient Investments
Minnesota
$121K -$23.2K -465 -17%
PWMG
1502
Prestige Wealth Management Group
New Jersey
$117K -$13.7K -275 -11%
MWP
1503
Meridian Wealth Partners
Pennsylvania
$116K
FA
1504
Financial Advantage
Maryland
$115K
AssetMark Inc
1505
AssetMark Inc
California
$115K +$58.7K +1,175 +114%
BA
1506
Ballast Advisors
Minnesota
$111K
DCM
1507
Disciplina Capital Management
Tennessee
$111K +$23.7K +475 +29%
BCM
1508
Bourgeon Capital Management
Connecticut
$104K
KFP
1509
KB Financial Partners
New Jersey
$104K +$99.9K +2,000 New
CMBA
1510
C.M. Bidwell & Associates
Hawaii
$103K
HWM
1511
Holloway Wealth Management
Florida
$102K
TCWM
1512
Total Clarity Wealth Management
Illinois
$102K +$97.4K +1,950 New
CW
1513
Cabot-Wellington
Massachusetts
$98K
MRCM
1514
M&R Capital Management
New Jersey
$97K
AWM
1515
AllSquare Wealth Management
New York
$94K
RAM
1516
Riggs Asset Management
Pennsylvania
$94K
NFSG
1517
Newbridge Financial Services Group
Florida
$94K +$58.9K +1,180 +189%
KC
1518
Knuff & Co
California
$93K
NCM
1519
New Capital Management
Texas
$92K
FWM
1520
Focused Wealth Management
New York
$91K +$250 +5 +0.3%
HFA
1521
Hoover Financial Advisors
Pennsylvania
$90K +$16.5K +330 +25%
HIM
1522
HawsGoodwin Investment Management
Tennessee
$87K
WOC
1523
West Oak Capital
California
$86K
CWA
1524
Clearview Wealth Advisors
Oregon
$81K
EAM
1525
Eukles Asset Management
Ohio
$80K +$40.5K +810 +110%

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.