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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
FNBTCON
1676
First National Bank & Trust Co of Newtown
Pennsylvania
$211K -$13.9K -250 -6%
APIM
1677
Agate Pass Investment Management
Washington
$211K +$207K +3,720 New
BWM
1678
BNC Wealth Management
Oregon
$211K +$208K +3,735 New
RA
1679
Riverstone Advisors
Texas
$210K +$206K +3,705 New
IC
1680
Inverness Counsel
New York
$209K
JHCP
1681
Jackson Hole Capital Partners
Oklahoma
$209K +$21.4K +385 +12%
TAM
1682
Taurus Asset Management
New York
$209K +$206K +3,700 New
MCM
1683
Mengis Capital Management
Oregon
$208K +$205K +3,680 New
TA
1684
TrueWealth Advisors
Alabama
$207K +$204K +3,660 New
MCM
1685
Morton Capital Management
California
$206K +$203K +3,645 New
JWM
1686
Janiczek Wealth Management
Colorado
$206K +$15K +270 +8%
CBTWT
1687
Community Bank & Trust (Waco, Texas)
Texas
$206K +$202K +3,630 New
GG
1688
GenWealth Group
New Jersey
$205K -$9.74K -175 -5%
CFA
1689
Camarda Financial Advisors
Florida
$205K +$202K +3,625 New
LG
1690
LaFleur & Godfrey
Michigan
$205K +$202K +3,625 New
NAS
1691
Nicolet Advisory Services
Wisconsin
$204K +$201K +3,610 New
SC
1692
Stephens Consulting
Michigan
$204K +$200K +3,595 New
SMG
1693
Smart Money Group
Texas
$203K +$199K +3,580 New
AWM
1694
Aries Wealth Management
Maine
$203K +$200K +3,585 New
PSIWM
1695
Paradigm Strategies in Wealth Management
Minnesota
$203K +$200K +3,585 New
AB
1696
Atlas Brown
Kentucky
$201K +$198K +3,560 New
PCTC
1697
Perkins Coie Trust Company
Washington
$196K -$9.74K -175 -5%
MIM
1698
MTM Investment Management
South Carolina
$196K -$6.4K -115 -3%
AssetMark Inc
1699
AssetMark Inc
California
$191K +$64K +1,150 +52%
WWMSC
1700
Wagner Wealth Management (South Carolina)
South Carolina
$190K

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.