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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
RDIA
1801
RE Dickinson Investment Advisors
Iowa
$25K +$24.8K +445 New
HR
1802
Howe & Rusling
New York
$23K -$6.4K -115 -22%
EW
1803
Emerson Wealth
Michigan
$23K
MSFP
1804
Mark Sheptoff Financial Planning
Connecticut
$23K
CTB
1805
Country Trust Bank
Illinois
$22K
ODG
1806
O'Dell Group
Ohio
$21K -$2.5K -45 -11%
FMTCOCP
1807
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K
LFG
1808
Larson Financial Group
Missouri
$20K -$6.4K -115 -25%
TCM
1809
Tradewinds Capital Management
Washington
$20K
FCMT
1810
Founders Capital Management (Texas)
Texas
$19K
LCM
1811
Logan Capital Management
Pennsylvania
$19K
Amundi
1812
Amundi
France
$18K +$17.8K +320 New
SC
1813
Solstein Capital
California
$17K
AC
1814
Asio Capital
Kentucky
$17K +$17K +305 New
CCM
1815
Cribstone Capital Management
Maine
$15K -$7.24K -130 -33%
VNA
1816
Valley National Advisers
Pennsylvania
$14K
MTWM
1817
Masso Torrence Wealth Management
New Jersey
$14K +$13.4K +240 New
ARIS
1818
Advanced Research Investment Solutions
California
$14K +$13.9K +250 New
EFS
1819
Econ Financial Services
Pennsylvania
$14K +$13.9K +250 New
MCM
1820
Mill Capital Management
North Carolina
$14K +$13.9K +250 New
APC
1821
Aspire Private Capital
North Carolina
$13K +$12.5K +225 New
PP
1822
PFS Partners
New Jersey
$11.8K +$11.7K +210 New
BL
1823
Balentine LLC
Georgia
$11K
FA
1824
Fortis Advisors
Pennsylvania
$11K +$10.9K +195 New
DWA
1825
Delos Wealth Advisors
Texas
$11K +$11.1K +200 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.