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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
BA
1726
Ballast Advisors
Minnesota
$121K
WB
1727
West Bancorporation
Iowa
$121K +$119K +2,130 New
MFA
1728
McClarren Financial Advisors
Pennsylvania
$118K -$90.2K -1,620 -44%
SFC
1729
SYM Financial Corp
Indiana
$118K
PWMG
1730
Prestige Wealth Management Group
New Jersey
$117K -$10K -180 -8%
PSB
1731
Piscataqua Savings Bank
New Hampshire
$117K +$41.7K +750 +57%
AWM
1732
Aspire Wealth Management
Massachusetts
$117K +$116K +2,075 New
Manulife (Manufacturers Life Insurance)
1733
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$117K -$109M -1,956,610 -49%
LWP
1734
Lumature Wealth Partners
Georgia
$116K -$18.4K -330 -14%
AAP
1735
Arax Advisory Partners
Colorado
$115K +$835 +15 +0.7%
AIA
1736
Angeles Investment Advisors
California
$114K +$112K +2,005 New
BCM
1737
Bourgeon Capital Management
Connecticut
$113K
HWM
1738
Holloway Wealth Management
Florida
$113K
LB
1739
Legacy Bridge
Iowa
$113K
MFA
1740
Morling Financial Advisors
California
$113K +$111K +1,995 New
KFP
1741
KB Financial Partners
New Jersey
$113K +$111K +2,000 New
CMBA
1742
C.M. Bidwell & Associates
Hawaii
$112K
FWM
1743
Focused Wealth Management
New York
$112K +$5.01K +90 +5%
CYG
1744
Clean Yield Group
Vermont
$108K
TCWM
1745
Total Clarity Wealth Management
Illinois
$108K
AHIA
1746
Andrew Hill Investment Advisors
Florida
$108K +$107K +1,925 New
BCP
1747
Blue Chip Partners
Michigan
$107K +$105K +1,895 New
MRCM
1748
M&R Capital Management
New Jersey
$106K
EAM
1749
Eukles Asset Management
Ohio
$103K +$11.4K +205 +13%
AWM
1750
AllSquare Wealth Management
New York
$102K

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.