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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
KC
1751
Knuff & Co
California
$102K
RAM
1752
Riggs Asset Management
Pennsylvania
$102K
ADL
1753
Asset Dedication LLC
California
$96K +$57.6K +1,035 +158%
HIM
1754
HawsGoodwin Investment Management
Tennessee
$95K
BCV
1755
Banque Cantonale Vaudoise
Switzerland
$93K
CWA
1756
Clearview Wealth Advisors
Oregon
$88K
AW
1757
Avion Wealth
Texas
$82K
WOC
1758
West Oak Capital
California
$80K -$8.35K -150 -10%
BCM
1759
Blume Capital Management
California
$80K +$7.79K +140 +11%
FPB
1760
First PREMIER Bank
South Dakota
$78K
SCA
1761
Stonebridge Capital Advisors
Minnesota
$77K +$6.4K +115 +9%
AP
1762
Atwood & Palmer
Missouri
$76K
SN
1763
Sittner & Nelson
Oregon
$76K
RBC
1764
Roble Belko & Company
Pennsylvania
$75K -$7.79K -140 -10%
MWA
1765
Moser Wealth Advisors
Washington
$72K
AWM
1766
Accel Wealth Management
Iowa
$71K
TFM
1767
TFC Financial Management
Massachusetts
$71K +$278 +5 +0.4%
CBT
1768
CoreFirst Bank & Trust
Kansas
$58K
CAC
1769
Core Alternative Capital
Georgia
$57K +$55.7K +1,000 New
FCT
1770
First Community Trust
Iowa
$56.6K +$55.7K +1,000 New
RPCONE
1771
Retirement Planning Company of New England
Rhode Island
$56K +$55.7K +1,000 New
WPWM
1772
Western Pacific Wealth Management
Illinois
$56K +$55.7K +1,000 New
PP
1773
PrairieView Partners
Minnesota
$55K
DCM
1774
Dupont Capital Management
Delaware
$54K -$5.29K -95 -9%
DAM
1775
Delta Asset Management
Tennessee
$54K

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.