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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
HI
1576
Hoey Investments
Pennsylvania
$23K +$22K +440 New
EW
1577
Emerson Wealth
Michigan
$22K +$20.7K +415 New
SFPG
1578
Stonebridge Financial Planning Group
Florida
$22K +$21K +420 New
LFG
1579
Larson Financial Group
Missouri
$21K
MSFP
1580
Mark Sheptoff Financial Planning
Connecticut
$21K
FWM
1581
Filbrandt Wealth Management
Wisconsin
$19K
FCMT
1582
Founders Capital Management (Texas)
Texas
$19K
MLFP
1583
MPS Loria Financial Planners
Illinois
$18K -$250 -5 -1%
TAM
1584
Tucker Asset Management
Colorado
$16.9K +$12.5K +250 +333%
KIG
1585
Kessler Investment Group
Indiana
$16K +$15.7K +315 New
HFA
1586
HC Financial Advisors
California
$15K -$28.2K -565 -67%
CFN
1587
Cordasco Financial Network
Florida
$15K
ADL
1588
Asset Dedication LLC
California
$13K -$20.5K -410 -63%
SIS
1589
Sound Income Strategies
Florida
$12K
CPWM
1590
Cypress Point Wealth Management
Texas
$11K
SAI
1591
Systematic Alpha Investments
New Jersey
$11K +$8.24K +165 +413%
TWP
1592
TFO Wealth Partners
Ohio
$10K -$4.74K -95 -33%
BL
1593
Balentine LLC
Georgia
$10K
LDFR
1594
Lehman & Derafelo Financial Resources
Pennsylvania
$10K
CG
1595
Cutler Group
California
$10K +$9.74K +195 New
CTB
1596
Country Trust Bank
Illinois
$10K +$9.99K +200 New
TCWA
1597
Ten Capital Wealth Advisors
Washington
$8K -$2.25K -45 -21%
PA
1598
Perennial Advisors
New York
$8K
TWA
1599
TCI Wealth Advisors
Arizona
$8K
CP
1600
Corbenic Partners
Pennsylvania
$7K

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.