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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
SFG
1826
Steward Financial Group
Texas
$11K +$11.7K +210 New
WFS
1827
Widmann Financial Services
Maryland
$11K +$11.7K +210 New
TWP
1828
TFO Wealth Partners
Ohio
$10K
BBPWM
1829
Blue Bell Private Wealth Management
Pennsylvania
$10K +$9.74K +175 New
M1FG
1830
Mach-1 Financial Group
Arkansas
$10K +$10.3K +185 New
KA
1831
Kozak & Associates
Colorado
$9K +$10K +180 New
SFPG
1832
Stonebridge Financial Planning Group
Florida
$8K
HFS
1833
Hantz Financial Services
Michigan
$8K +$7.51K +135 New
PAIM
1834
Punch & Associates Investment Management
Minnesota
$8K +$8.07K +145 New
AIM
1835
AHL Investment Management
Florida
$8K +$8.35K +150 New
FFG
1836
Ford Financial Group
California
$7.62K -$325K -5,840 -4%
CCP
1837
Clarkston Capital Partners
Michigan
$7K
SL
1838
Savior LLC
Massachusetts
$7K
TFA
1839
Toth Financial Advisory
Virginia
$6K
AWM
1840
Activest Wealth Management
Florida
$6K +$6.12K +110 New
UFF
1841
USA Financial Formulas
Michigan
$6K +$6.12K +110 New
CFN
1842
Cordasco Financial Network
Florida
$5K -$10.6K -190 -68%
HFA
1843
HC Financial Advisors
California
$5K
TLCM
1844
Twin Lakes Capital Management
California
$5K +$5.01K +90 New
RK
1845
Rather & Kittrell
Tennessee
$5K +$5.84K +105 New
TAM
1846
Tucker Asset Management
Colorado
$4.24K
BBHC
1847
Brown Brothers Harriman & Co
New York
$4.06K
CB
1848
CNB Bank
Pennsylvania
$4K
LWA
1849
Lowe Wealth Advisors
Maryland
$4K
TVWM
1850
Tower View Wealth Management
Wisconsin
$4K

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.