We are live on ! Find out more
IJH icon

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
FFC
1776
First Financial Corp
Indiana
$52K -$3.06K -55 -6%
LPWM
1777
Lake Point Wealth Management
Texas
$52K +$16.4K +295 +47%
ACM
1778
Antonetti Capital Management
Florida
$50K
CP
1779
Corbenic Partners
Pennsylvania
$47K +$39K +700 +519%
SWA
1780
Sutton Wealth Advisors
Florida
$43.3K -$4.17K -75 -9%
IBOK
1781
Independence Bank of Kentucky
Kentucky
$42K -$3.34K -60 -7%
BAM
1782
Bellevue Asset Management
Washington
$42K
LFA
1783
Level Financial Advisors
New York
$42K +$40.9K +735 New
IF
1784
Integrity Financial
Wyoming
$42K +$41.7K +750 New
LAS
1785
Lloyd Advisory Services
Georgia
$40K -$6.68K -120 -15%
FFWM
1786
Future Financial Wealth Management
Ohio
$39K +$38.1K +685 New
IRC
1787
Investors Research Corp
Georgia
$38K +$3.9K +70 +12%
OSAM
1788
O'Shaughnessy Asset Management
Connecticut
$37K +$36.5K +655 New
RCM
1789
Rain Capital Management
Oregon
$36K +$278 +5 +0.8%
KFO
1790
Kopp Family Office
Minnesota
$35K -$6.96K -125 -17%
ME
1791
McIlrath & Eck
Washington
$33K
SIS
1792
Sound Income Strategies
Florida
$33K +$26.7K +480 +436%
ST
1793
Sageworth Trust
Pennsylvania
$32K
TCWA
1794
Ten Capital Wealth Advisors
Washington
$31K
BAM
1795
Byrne Asset Management
New Jersey
$31K +$30.3K +545 New
EA
1796
Evolution Advisers
Virginia
$31K +$31.4K +565 New
GWM
1797
Grand Wealth Management
Michigan
$30K +$29.2K +525 New
GCM
1798
Gables Capital Management
Florida
$28K
RE
1799
RBC Europe
United Kingdom
$26K
TWA
1800
TCI Wealth Advisors
Arizona
$25K +$8.91K +160 +57%

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.