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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
CYG
1651
Clean Yield Group
Vermont
-$207K -4,500 Closed
RM
1652
Resource Management
Louisiana
-$206K -4,485 Closed
DL
1653
DOHJ LLC
Washington
-$210K -4,305 Closed
BCA
1654
Bray Capital Advisors
Florida
-$118K -2,565 Closed
IA
1655
Inspire Advisors
Idaho
-$89K -1,940 Closed
MCM
1656
McMillion Capital Management
North Carolina
-$85K -1,850 Closed
CWP
1657
Concord Wealth Partners
Virginia
-$75K -1,625 Closed
SFG
1658
Sowa Financial Group
Rhode Island
-$50K -1,095 Closed
CTFG
1659
Capstone Triton Financial Group
Oklahoma
-$49K -1,065 Closed
SIAG
1660
Safeguard Investment Advisory Group
California
-$49K -1,065 Closed
PP
1661
Paloma Partners
Connecticut
-$46K -1,000 Closed
CIM
1662
Contravisory Investment Management
Massachusetts
-$39K -855 Closed
FGAM
1663
Financial Gravity Asset Management
Texas
-$34K -745 Closed
PCA
1664
Peddock Capital Advisors
Massachusetts
-$33K -725 Closed
FWM
1665
FSA Wealth Management
Massachusetts
-$32K -700 Closed
AWA
1666
Artemis Wealth Advisors
New York
-$23.2K -505 Closed
GA
1667
GoalVest Advisory
New York
-$23K -505 Closed
FA
1668
Fortis Advisors
Pennsylvania
-$16.2K -325 Closed
HWA
1669
HCR Wealth Advisors
California
-$14K -300 Closed
FMB
1670
Field & Main Bank
Kentucky
-$9K -200 Closed
D
1671
Diversified
Delaware
-$7K -195 Closed
HCP
1672
Hexagon Capital Partners
Arkansas
-$8K -190 Closed
LGA
1673
Lebenthal Global Advisors
New York
-$8K -180 Closed
FMP
1674
Financial Management Professionals
Texas
-$7K -150 Closed
BHWM
1675
Bay Harbor Wealth Management
Maryland
-$3K -75 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.