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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
SBL
1526
Sargent Bickham Lagudis
Colorado
$320K
SW
1527
SlateStone Wealth
Florida
$320K
Betterment LLC
1528
Betterment LLC
New York
$320K +$314K +5,645 New
ADBIC
1529
A.D. Beadell Investment Counsel
Wisconsin
$319K
DCM
1530
Donaldson Capital Management
Indiana
$319K +$13.9K +250 +5%
CPA
1531
Capital Planning Advisors
California
$317K +$9.46K +170 +3%
SRC
1532
Shufro Rose & Co
New York
$317K +$312K +5,600 New
SLF
1533
Sun Life Financial
Ontario, Canada
$314K
APW
1534
Aurora Private Wealth
New Jersey
$314K +$1.67K +30 +0.5%
PD
1535
Planning Directions
Pennsylvania
$314K +$18.6K +335 +6%
CIC
1536
Cutler Investment Counsel
Oregon
$313K +$10.9K +195 +4%
ANBT
1537
American National Bank & Trust
Texas
$312K
BTW
1538
Boston Trust Walden
Massachusetts
$311K +$306K +5,490 New
CHAM
1539
Clear Harbor Asset Management
Connecticut
$311K +$306K +5,495 New
MWM
1540
Madison Wealth Management
Ohio
$310K -$15.3K -275 -5%
FP
1541
Financial Perspectives
Minnesota
$310K +$278 +5 +0.1%
NSAM
1542
North Star Asset Management
Wisconsin
$309K +$55.7K +1,000 +22%
SCM
1543
Schnieders Capital Management
California
$307K
BBW
1544
Blue Barn Wealth
Utah
$307K +$2.23K +40 +0.7%
GA
1545
Geller Advisors
New York
$306K
CDIA
1546
Capital Directions Investment Advisors
Georgia
$305K
GKWIM
1547
Gerber Kawasaki Wealth & Investment Management
California
$305K +$294K +5,285 +5,033%
AT
1548
American Trust
Kentucky
$305K +$299K +5,380 New
FA
1549
Fermata Advisors
California
$303K -$29.2K -525 -9%
MWA
1550
Monograph Wealth Advisors
California
$303K +$298K +5,350 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.