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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
TFA
1601
Toth Financial Advisory
Virginia
$7K
LWP
1602
Laurel Wealth Planning
Minnesota
$6K
ED
1603
Exane Derivatives
France
$4.42K
LWA
1604
Lowe Wealth Advisors
Maryland
$4K -$749 -15 -18%
TVWM
1605
Tower View Wealth Management
Wisconsin
$4K
BC
1606
Burleson & Co
California
$4K +$4K +80 New
HFS
1607
Horizon Financial Services
North Carolina
$4K +$4.25K +85 New
BBHC
1608
Brown Brothers Harriman & Co
New York
$3.73K
LGWM
1609
Litman Gregory Wealth Management
California
$3K
MA
1610
MBA Advisors
Pennsylvania
$2.03K +$1.95M +39,015 New
IRC
1611
Investors Research Corp
Georgia
$2K
PWM
1612
Provident Wealth Management
Tennessee
$1K -$1.25K -25 -56%
VCM
1613
Versant Capital Management
Arizona
$1K
WLPWM
1614
Walled Lake Planning & Wealth Management
Illinois
$1K
WB
1615
Webster Bank
Connecticut
$1K
1WM
1616
1900 Wealth Management
Texas
$704 +$676K +13,530 New
SWM
1617
Sugarloaf Wealth Management
Georgia
$329 +$4.76M +95,385 +1,510%
AMC
1618
Asset Management Corp
Illinois
$255 -$6.49K -130 -3%
WIM
1619
Westside Investment Management
California
$30
CWM
1620
Connecticut Wealth Management
Connecticut
-$47.1M -1,024,840 Closed
Ensign Peak Advisors
1621
Ensign Peak Advisors
Utah
-$44.4M -966,095 Closed
MIFH
1622
Migdal Insurance & Financial Holdings
Israel
-$26.9M -585,500 Closed
FTUS
1623
Flow Traders U.S.
New York
-$7.04M -153,195 Closed
SP
1624
SWS Partners
Ohio
-$4.58M -99,670 Closed
ARG
1625
Advisory Resource Group
Oklahoma
-$4.07M -88,540 Closed

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.