We are live on ! Find out more
IJH icon

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
CCM
1551
Cribstone Capital Management
Maine
$46K +$4.99K +100 +13%
SWA
1552
Sutton Wealth Advisors
Florida
$43.2K
PWM
1553
Prentice Wealth Management
New York
$43K +$41K +820 New
LAS
1554
Lloyd Advisory Services
Georgia
$42K -$9.72M -194,670 -100%
SMA
1555
Sage Mountain Advisors
Georgia
$40K
BAM
1556
Bellevue Asset Management
Washington
$39K
KFO
1557
Kopp Family Office
Minnesota
$38K
SSWG
1558
Seven Springs Wealth Group
Tennessee
$38K
GAM
1559
Grandview Asset Management
Pennsylvania
$38K +$36.7K +735 New
SWP
1560
ShoreHaven Wealth Partners
New Jersey
$36K
TFM
1561
TFC Financial Management
Massachusetts
$34K
RCM
1562
Rain Capital Management
Oregon
$33K
ME
1563
McIlrath & Eck
Washington
$33K +$5.99K +120 +23%
JAWM
1564
J. Arnold Wealth Management
Ohio
$31K -$277K -5,545 -91%
CICI
1565
Capital Investment Counsel Inc
North Carolina
$30K
PWA
1566
Phoenix Wealth Advisors
North Carolina
$30K
ST
1567
Sageworth Trust
Pennsylvania
$30K
WAS
1568
Wealth Advisory Solutions
Indiana
$29K -$2.2M -44,110 -7%
RPCA
1569
Running Point Capital Advisors
California
$29K
HR
1570
Howe & Rusling
New York
$27K +$5.74K +115 +29%
LJHT
1571
Laurie J. Hall Trustee
$26K -$58.7K -1,175 -70%
GCM
1572
Gables Capital Management
Florida
$26K
CCMW
1573
Cypress Capital Management (Wyoming)
Wyoming
$24K
RE
1574
RBC Europe
United Kingdom
$23.7K
ACA
1575
Aptus Capital Advisors
Alabama
$23K +$5.74K +115 +35%

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.