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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
1626
Trinity Financial Advisors
Ohio
-$3.93M -84,145 Closed
EAM
1627
Eagle Asset Management
Florida
-$1.64M -35,640 Closed
XF
1628
XML Financial
Maryland
-$1.27M -27,585 Closed
BCM
1629
Bayesian Capital Management
New York
-$1.09M -23,805 Closed
GI
1630
GS Investments
Minnesota
-$1.07M -23,185 Closed
OMC
1631
Old Mission Capital
Illinois
-$965K -21,000 Closed
LSA
1632
Lion Street Advisors
Texas
-$789K -19,600 Closed
SM
1633
SG3 Management
Puerto Rico
-$689K -15,000 Closed
OAM
1634
Oak Asset Management
California
-$676K -14,700 Closed
Wolverine Trading
1635
Wolverine Trading
Illinois
-$626K -13,620 Closed
CI
1636
Cambiar Investors
Colorado
-$584K -12,700 Closed
QC
1637
QCM Cayman
Texas
-$414K -9,000 Closed
CCFM
1638
Clear Creek Financial Management
Washington
-$376K -8,185 Closed
HR
1639
Hayden Royal
North Carolina
-$335K -7,280 Closed
HIS
1640
Harvest Investment Services
Illinois
-$296K -6,455 Closed
CDIA
1641
Capital Directions Investment Advisors
Georgia
-$284K -6,170 Closed
OBGC
1642
O'Brien Greene & Co
Pennsylvania
-$283K -6,160 Closed
CA
1643
CGN Advisors
Kansas
-$282K -6,145 Closed
X
1644
Xponance
Pennsylvania
-$282K -6,125 Closed
TK
1645
TIAA Kaspick
Massachusetts
-$256K -5,575 Closed
PWP
1646
Private Wealth Partners
California
-$253K -5,500 Closed
VWM
1647
Venturi Wealth Management
Texas
-$246K -5,355 Closed
SWA
1648
SFMG Wealth Advisors
Texas
-$230K -5,010 Closed
EP
1649
EPIQ Partners
Minnesota
-$223K -4,855 Closed
TF
1650
Trek Financial
Arizona
-$218K -4,745 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.