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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
GRP
1876
Global Retirement Partners
California
-$7.52M -142,970 Closed
CIC
1877
Cornercap Investment Counsel
Georgia
-$6.5M -123,530 Closed
OSNBOA
1878
Old Second National Bank of Aurora
Illinois
-$5.91M -112,225 Closed
PWAG
1879
Polaris Wealth Advisory Group
California
-$4.06M -75,205 Closed
MP
1880
McDonald Partners
Ohio
-$3.53M -67,045 Closed
HMC
1881
Harvard Management Company
Massachusetts
-$3.34M -63,415 Closed
SBH
1882
Segall Bryant & Hamill
Illinois
-$2.12M -40,380 Closed
NYLIM
1883
New York Life Investment Management
New York
-$1.51M -28,665 Closed
QC
1884
QCM Cayman
Texas
-$1.06M -20,180 Closed
TI
1885
Trexquant Investment
Connecticut
-$955K -18,160 Closed
CL
1886
CIM LLC
New York
-$1.04M -17,990 Closed
WIC
1887
Whitegate Investment Counselors
New Hampshire
-$778K -14,795 Closed
CIC
1888
Chilton Investment Company
Connecticut
-$550K -10,460 Closed
SAM
1889
Strategy Asset Managers
California
-$436K -8,280 Closed
Jane Street
1890
Jane Street
New York
-$379K -6,810 Closed
SWRP
1891
Summit Wealth & Retirement Planning
California
-$278K -5,275 Closed
MAG
1892
MRA Advisory Group
New Jersey
-$246K -4,675 Closed
TAM
1893
Trillium Asset Management
Massachusetts
-$244K -4,635 Closed
PWM
1894
Praetorian Wealth Management
California
-$224K -4,265 Closed
DE
1895
Day & Ennis
Georgia
-$207K -3,930 Closed
SWG
1896
Summit Wealth Group
Vermont
-$203K -3,850 Closed
PPW
1897
Parcion Private Wealth
Washington
-$206K -3,750 Closed
LWM
1898
Liberty Wealth Management
California
-$194K -3,690 Closed
KLWA
1899
Kelly Lawrence W & Associates
California
-$158K -3,000 Closed
CW
1900
Cabot-Wellington
Massachusetts
-$99K -1,885 Closed

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.