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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
RI
1701
Rinkey Investments
California
$187K +$187K +3,360 New
SMG
1702
Spectrum Management Group
Indiana
$185K -$55.9K -1,005 -23%
CA
1703
Cornerstone Advisory
Maryland
$184K +$181K +3,255 New
QC
1704
Quent Capital
New York
$183K +$180K +3,230 New
RWA
1705
RGT Wealth Advisors
Texas
$182K +$179K +3,215 New
GI
1706
Gradient Investments
Minnesota
$173K +$21.2K +380 +14%
HDIM
1707
Hanson & Doremus Investment Management
Vermont
$171K
MHR
1708
Matthew Hamilton Rosenberg
$170K
TCM
1709
TD Capital Management
Tennessee
$167K +$278 +5 +0.2%
DCM
1710
Disciplina Capital Management
Tennessee
$166K +$52.9K +950 +48%
SC
1711
Steph & Co
Wisconsin
$163K
CI
1712
Cordant Inc
Oregon
$156K +$278 +5 +0.2%
CWP
1713
Concord Wealth Partners
Virginia
$153K +$150K +2,700 New
ACB
1714
Aristotle Capital Boston
Massachusetts
$153K +$151K +2,705 New
RMC
1715
Resources Management Corp
Connecticut
$147K
FM
1716
Family Management
New York
$145K
AW
1717
Alaethes Wealth
Nevada
$140K
KFS
1718
Kelly Financial Services
Massachusetts
$139K -$6.76M -121,360 -98%
BDWM
1719
Brewin Dolphin Wealth Management
Ireland
$139K
SA
1720
SRH Advisors
Kansas
$136K
BW
1721
Bison Wealth
Georgia
$135K -$1.34M -24,040 -91%
IWP
1722
IAG Wealth Partners
Wisconsin
$133K -$5.29K -95 -4%
SMA
1723
Sage Mountain Advisors
Georgia
$132K
WBC
1724
West Branch Capital
Massachusetts
$128K +$278 +5 +0.2%
RCA
1725
Riverview Capital Advisers
Massachusetts
$125K +$123K +2,215 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.