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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
FUBT
1651
First United Bank & Trust
Maryland
$228K
MGIA
1652
Matthew Goff Investment Advisor
Texas
$228K
CCM
1653
Chilton Capital Management
Texas
$227K +$835 +15 +0.4%
PGAM
1654
Princeton Global Asset Management
New Jersey
$226K
FWCM
1655
Ferguson Wellman Capital Management
Oregon
$225K -$1.53M -27,500 -87%
RFA
1656
Reilly Financial Advisors
California
$225K +$144K +2,590 +186%
CI
1657
Ceera Investments
Texas
$224K
TCMP
1658
Thrive Capital Management (Pennsylvania)
Pennsylvania
$223K -$139K -2,490 -39%
HCM
1659
Hall Capital Management
Rhode Island
$223K -$49.8K -895 -19%
PWM
1660
Paulson Wealth Management
Illinois
$223K -$37.9K -680 -15%
AIM
1661
Axiom Investment Management
New York
$223K -$26.4K -475 -11%
DWM
1662
Denver Wealth Management
Colorado
$223K +$219K +3,940 New
First Manhattan
1663
First Manhattan
New York
$221K +$99.9K +1,795 +85%
AA
1664
Addison Advisors
Vermont
$220K
Select Equity Group
1665
Select Equity Group
New York
$219K +$216K +3,875 New
PIFP
1666
Partners in Financial Planning
Virginia
$219K +$278 +5 +0.1%
WPC
1667
White Pine Capital
Minnesota
$217K +$213K +3,830 New
CCFM
1668
Clear Creek Financial Management
Washington
$216K -$152K -2,725 -42%
FWA
1669
FSC Wealth Advisors
New York
$216K +$213K +3,825 New
EAM
1670
Empirical Asset Management
Massachusetts
$215K +$211K +3,790 New
FRA
1671
Front Row Advisors
California
$214K +$5.01K +90 +2%
SIMG
1672
Sonora Investment Management Group
Arizona
$214K +$210K +3,775 New
VCM
1673
Vigilant Capital Management
Maine
$212K
MHWM
1674
Montz Harcus Wealth Management
Louisiana
$212K +$208K +3,740 New
PTB
1675
Pioneer Trust Bank
Oregon
$212K +$209K +3,750 New

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.