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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
VBWMG
1601
Von Berge Wealth Management Group
California
$263K +$279K +5,020 New
SAM
1602
Strategic Asset Management
Minnesota
$262K -$19.5K -350 -7%
WFA
1603
WestHill Financial Advisors
California
$262K +$10K +180 +4%
HWM
1604
Horizon Wealth Management
Illinois
$262K +$258K +4,630 New
AMC
1605
Asset Management Corp
Illinois
$261K
SPWM
1606
Schrum Private Wealth Management
Florida
$260K +$255K +4,585 New
EP
1607
EPIQ Partners
Minnesota
$259K
RW
1608
REDW Wealth
New Mexico
$259K
SBIA
1609
Sheaff Brock Investment Advisors
Indiana
$259K +$255K +4,580 New
NAMM
1610
NorthStar Asset Management (Massachusetts)
Massachusetts
$258K
GIP
1611
Granite Investment Partners
California
$258K
WAOTB
1612
Wealth Advisors of Tampa Bay
Florida
$258K +$253K +4,550 New
APWA
1613
Atlas Private Wealth Advisors
New Jersey
$257K -$146K -2,625 -37%
OIS
1614
Okabena Investment Services
Minnesota
$257K
RCM
1615
Radnor Capital Management
Pennsylvania
$257K +$253K +4,540 New
HFS
1616
Haverford Financial Services
Pennsylvania
$256K
MAP
1617
Moody Aldrich Partners
Massachusetts
$256K
ACA
1618
Aptus Capital Advisors
Alabama
$256K +$15K +270 +6%
ODFS
1619
O'Donnell Financial Services
California
$255K -$238K -4,280 -46%
SSC
1620
Syverson Strege & Co
Iowa
$254K -$30.1K -540 -11%
LJAC
1621
L.J. Altfest & Co
New York
$253K +$1.67K +30 +0.7%
VFPI
1622
Vantage Financial Partners (Illinois)
Illinois
$252K +$26.2K +470 +12%
GWSG
1623
GPS Wealth Strategies Group
Colorado
$252K +$48.7K +875 +25%
SCA
1624
Sandy Cove Advisors
Massachusetts
$251K +$247K +4,430 New
PAM
1625
Premier Asset Management
Illinois
$249K

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.