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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
NAMP
1576
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$284K
BAM
1577
Bosun Asset Management
Illinois
$283K +$278K +5,000 New
RWA
1578
Redmont Wealth Advisors
Illinois
$283K +$278K +5,000 New
PFG
1579
PAX Financial Group
Texas
$282K +$6.96K +125 +3%
DBIA
1580
Dumont & Blake Investment Advisors
New Jersey
$279K
NP
1581
NorthRock Partners
Minnesota
$274K +$2.23K +40 +0.8%
PO
1582
Private Ocean
California
$272K -$16.7K -300 -6%
WMA
1583
West Michigan Advisors
Michigan
$272K +$267K +4,800 New
SFP
1584
Sweet Financial Partners
Minnesota
$271K +$267K +4,795 New
TYCC
1585
Texas Yale Capital Corp
Florida
$269K
CWS
1586
Cypress Wealth Services
California
$269K +$2.78K +50 +1%
HFS
1587
Heritage Financial Services
Massachusetts
$269K +$265K +4,755 New
HBT
1588
Hills Bank & Trust
Iowa
$268K -$209K -3,755 -44%
CPIA
1589
Cornell Pochily Investment Advisors
New York
$268K -$12.2K -220 -4%
SSWM
1590
Smith Salley Wealth Management
North Carolina
$268K +$27.8K +500 +12%
ZIG
1591
Zuckerman Investment Group
Illinois
$268K +$36.7K +660 +16%
CA
1592
Carson Advisory
Georgia
$268K +$264K +4,740 New
DSAM
1593
Dock Street Asset Management
Florida
$267K -$51.5K -925 -16%
NF
1594
NTB Financial
Colorado
$267K +$262K +4,710 New
TWM
1595
Tradition Wealth Management
Minnesota
$266K +$65.4K +1,175 +33%
KC
1596
Kenfarb & Co
Kentucky
$266K +$262K +4,700 New
ORC
1597
O'Rourke & Company
Massachusetts
$266K +$262K +4,705 New
NFSG
1598
Newbridge Financial Services Group
Florida
$264K +$149K +2,670 +134%
NB
1599
Nicolet Bankshares
Wisconsin
$263K
WIA
1600
World Investment Advisors
California
$263K +$274K +4,915 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.