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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
ZCM
1626
Ziegler Capital Management
Illinois
$247K -$157K -2,815 -39%
GC
1627
Gibson Capital
Pennsylvania
$247K -$8.07K -145 -3%
RBFC
1628
Roman Butler Fullerton & Co
Missouri
$247K
TSW
1629
Thompson Siegel & Walmsley
Virginia
$247K
WAM
1630
WNY Asset Management
New York
$247K +$557 +10 +0.2%
AC
1631
ASB Consultores
Florida
$247K +$243K +4,360 New
VC
1632
Veracity Capital
Georgia
$246K
VBFG
1633
Vishria Bird Financial Group
Tennessee
$246K
COF
1634
Capital One Financial
Virginia
$244K
CIP
1635
Capital Insight Partners
Arizona
$241K
MWA
1636
MFA Wealth Advisors
Pennsylvania
$241K +$236K +4,245 New
MFG
1637
Mission Financial Group
Nevada
$240K +$1.01M +18,150 New
RPG
1638
Resource Planning Group
Georgia
$238K
HIP
1639
HUB Investment Partners
Texas
$236K -$32.6K -585 -12%
MAM
1640
McLean Asset Management
Virginia
$236K
WG
1641
Welch Group
Alabama
$236K
DA
1642
Detalus Advisors
Missouri
$236K +$232K +4,175 New
LSA
1643
Lion Street Advisors
Texas
$235K
CAM
1644
Covenant Asset Management
New Jersey
$234K
PLFAM
1645
Pineno Levin & Ford Asset Management
Virginia
$232K
SC
1646
Stolper & Co
Oklahoma
$232K
SWMG
1647
Signature Wealth Management Group
Georgia
$231K +$227K +4,070 New
FWI
1648
Facet Wealth Inc
Maryland
$229K -$5.57K -100 -2%
SB
1649
Sunflower Bank
Texas
$229K +$225K +4,050 New
DJSG
1650
D.J. St. Germain
Massachusetts
$228K -$32.3K -580 -13%

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.