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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
SAF
151
Smith Anglin Financial
Texas
$42.6M +$3.11M +55,825 +8%
CAN
152
Cetera Advisor Networks
California
$42.3M +$7.84M +140,780 +23%
SAS
153
Sanford Advisory Services
Michigan
$42.1M +$1.58M +28,390 +4%
SFG
154
Sage Financial Group
Pennsylvania
$41.2M +$2.42M +43,515 +6%
Fiera Capital (Canada)
155
Fiera Capital (Canada)
Quebec, Canada
$40.5M +$485K +8,705 +1%
RWM
156
RKL Wealth Management
Pennsylvania
$39.6M +$1.85M +33,235 +5%
GBT
157
Grove Bank & Trust
Florida
$39.5M +$2.02M +36,335 +5%
CIA
158
Capital Investment Advisors
Georgia
$39.3M -$613K -11,005 -2%
RIS
159
Retirement Income Solutions
Michigan
$39.2M +$16M +286,595 +71%
JWA
160
JFS Wealth Advisors
Pennsylvania
$39.2M +$1.55M +27,865 +4%
W
161
Wealthquest
Ohio
$39.2M +$301K +5,405 +0.8%
FSC
162
Full Sail Capital
Oklahoma
$38.5M +$1.56M +27,970 +4%
EWM
163
Evermay Wealth Management
Virginia
$38.4M +$1.2M +21,555 +3%
AWC
164
Abundance Wealth Counselors
Pennsylvania
$38.2M +$37.5M +674,160 New
WPA
165
West Paces Advisors
Georgia
$37.5M +$1.74M +31,190 +5%
SPP
166
Single Point Partners
Massachusetts
$37.1M +$36.4M +654,780 New
BWA
167
BDO Wealth Advisors
Florida
$36.9M +$88.2K +1,585 +0.2%
Natixis Advisors
168
Natixis Advisors
Massachusetts
$36.6M +$14M +251,905 +64%
T
169
TrueFG
Texas
$36M +$488K +8,765 +1%
SFS
170
Summit Financial Strategies
Ohio
$35.8M -$324K -5,815 -0.9%
TF
171
TimeScale Financial
Massachusetts
$35.8M +$138K +2,480 +0.4%
CPIG
172
Chicago Partners Investment Group
Illinois
$35.5M +$620K +11,140 +2%
PSUF
173
People's United Financial
Connecticut
$35.4M -$3.76M -67,500 -10%
RC
174
RegentAtlantic Capital
New Jersey
$35.1M +$3.45M +62,060 +11%
AWE
175
Avidian Wealth Enterprises
Texas
$34.4M +$2.67M +47,955 +9%

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.