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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
First Manhattan
1526
First Manhattan
New York
$79K +$56.4K +1,130 +286%
AW
1527
Avion Wealth
Texas
$74K
4FG
1528
4Thought Financial Group
New York
$72K +$69.2K +1,385 New
AP
1529
Atwood & Palmer
Missouri
$70K
SN
1530
Sittner & Nelson
Oregon
$70K
RBC
1531
Roble Belko & Company
Pennsylvania
$69K
PSB
1532
Piscataqua Savings Bank
New Hampshire
$69K +$65.9K +1,320 New
BWM
1533
Baystate Wealth Management
Massachusetts
$68K -$306K -6,135 -83%
MWA
1534
Moser Wealth Advisors
Washington
$66K
AWM
1535
Accel Wealth Management
Iowa
$65K -$4K -80 -6%
DAM
1536
Delta Asset Management
Tennessee
$65K
RFA
1537
Reilly Financial Advisors
California
$63K
FFC
1538
First Financial Corp
Indiana
$61K -$8.74K -175 -13%
PP
1539
PrairieView Partners
Minnesota
$61K
FA
1540
Faithward Advisors
Pennsylvania
$59K +$56.2K +1,125 New
SCA
1541
Stonebridge Capital Advisors
Minnesota
$59K +$56.4K +1,130 New
SFA
1542
Stewardship Financial Advisors
Georgia
$58K -$18.7K -375 -25%
First Trust Advisors
1543
First Trust Advisors
Illinois
$56K -$1.55M -30,960 -18%
SFMG
1544
Sage Financial Management Group
Virginia
$56K +$53.4K +1,070 New
FPB
1545
First PREMIER Bank
South Dakota
$52K
LB
1546
Legacy Bridge
Iowa
$52K
TCM
1547
Tradewinds Capital Management
Washington
$52K +$31.7K +635 +179%
MF
1548
Manchester Financial
California
$48K
MCM
1549
Manchester Capital Management
Vermont
$47K -$23.7K -475 -34%
IBOK
1550
Independence Bank of Kentucky
Kentucky
$47K

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.