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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
PG
1551
Proffitt & Goodson
Tennessee
$302K
KFI
1552
Key Financial Inc
Pennsylvania
$302K +$7.79K +140 +3%
SWM
1553
Segment Wealth Management
Texas
$302K +$297K +5,340 New
Citadel Advisors
1554
Citadel Advisors
Florida
$301K -$26.3M -471,650 -99%
JC
1555
JB Capital
Connecticut
$300K +$12.2K +220 +4%
AC
1556
Anson Capital
Georgia
$300K +$318K +5,710 New
VWA
1557
Visionary Wealth Advisors
Illinois
$299K +$45.4K +815 +18%
B
1558
Bellecapital
Switzerland
$297K
CDH
1559
Charles D. Hyman
$297K
FM
1560
Foster & Motley
Ohio
$296K
TLFA
1561
True Link Financial Advisors
California
$296K
KP
1562
Keel Point
Alabama
$296K +$28.1K +505 +11%
FCFC
1563
First Citizens Financial Corp
Iowa
$294K -$63.2K -1,135 -18%
CPSAC
1564
Chas P. Smith & Associates (CPS)
Florida
$292K +$835 +15 +0.3%
CAM
1565
Crestone Asset Management
Colorado
$292K +$287K +5,150 New
ACA
1566
Affinity Capital Advisors
California
$291K -$32.3K -580 -10%
TC
1567
Trust Company
Kansas
$289K
LWP
1568
Legacy Wealth Planning
Nevada
$288K -$22.8K -410 -7%
PIA
1569
Powell Investment Advisors
Florida
$288K +$1.39K +25 +0.5%
WP
1570
WMS Partners
Maryland
$288K +$13.4K +240 +5%
LC
1571
Lavaca Capital
Texas
$287K
LWCFA
1572
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$286K -$116K -2,075 -29%
AA
1573
Aufman Associates
Pennsylvania
$286K
LWM
1574
Laidlaw Wealth Management
New York
$286K +$281K +5,045 New
WTA
1575
Washington Trust Advisors
Massachusetts
$285K +$281K +5,040 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.