We are live on ! Find out more
IJH icon

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
BBA
1501
Braun-Bostich & Associates
Pennsylvania
$336K +$347K +6,230 New
MWM
1502
McNaughton Wealth Management
California
$335K
RWM
1503
Ritholtz Wealth Management
New York
$335K
WAM
1504
WealthTrust Asset Management
Florida
$335K
EC
1505
Estate Counselors
Wisconsin
$334K -$161K -2,900 -33%
HNW
1506
High Note Wealth
Minnesota
$334K
JC
1507
Jentner Corp
Ohio
$334K
MFP
1508
Meridian Financial Partners
Virginia
$333K
HGERS
1509
Householder Group Estate & Retirement Specialist
Arizona
$333K +$328K +5,885 New
AIC
1510
Archer Investment Corporation
Indiana
$330K
EHPM
1511
Emery Howard Portfolio Management
California
$330K +$278 +5 +0.1%
PWS
1512
Peterson Wealth Services
Utah
$330K +$324K +5,825 New
EWP
1513
Engrave Wealth Partners
Texas
$329K
PIA
1514
Pinion Investment Advisors
Kansas
$329K
AWAG
1515
ARS Wealth Advisors Group
Florida
$325K
BSA
1516
Bull Street Advisors
Georgia
$325K
HR
1517
Hayden Royal
North Carolina
$325K +$6.68K +120 +2%
BHTS
1518
Bar Harbor Trust Services
Maine
$325K +$9.74K +175 +3%
RFA
1519
Resurgent Financial Advisors
Georgia
$324K +$318K +5,720 New
AWM
1520
Aberdeen Wealth Management
Illinois
$324K +$319K +5,725 New
CCT
1521
Capital City Trust
Florida
$323K
KFP
1522
KMG Fiduciary Partners
Ohio
$323K +$16.4K +295 +5%
SW
1523
SkyOak Wealth
Michigan
$322K -$1.11K -20 -0.4%
PIA
1524
Perennial Investment Advisors
California
$321K -$55.4K -995 -15%
PCM
1525
Princeton Capital Management
New Jersey
$321K

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.