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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
CPC
1901
Consolidated Planning Corp
Georgia
-$78K -1,475 Closed
VCM
1902
Versant Capital Management
Arizona
-$57K -1,080 Closed
CI
1903
CX Institutional
Indiana
-$55K -1,045 Closed
PWM
1904
Prentice Wealth Management
New York
-$43K -820 Closed
CICI
1905
Capital Investment Counsel Inc
North Carolina
-$31K -580 Closed
RPCA
1906
Running Point Capital Advisors
California
-$30K -565 Closed
PWA
1907
Phoenix Wealth Advisors
North Carolina
-$26K -490 Closed
BAM
1908
Baldrige Asset Management
Pennsylvania
-$16K -310 Closed
BCMIO
1909
Beacon Capital Management Inc (Ohio)
Ohio
-$13K -245 Closed
CPWM
1910
Cypress Point Wealth Management
Texas
-$11K -215 Closed
SAI
1911
Systematic Alpha Investments
New Jersey
-$11K -205 Closed
CG
1912
Cutler Group
California
-$10.9K -195 Closed
LDFR
1913
Lehman & Derafelo Financial Resources
Pennsylvania
-$10K -190 Closed
FBT
1914
First Bank & Trust
South Dakota
-$8K -160 Closed
AFIA
1915
America First Investment Advisors
Nebraska
-$3K -150 Closed
DOA
1916
D'Orazio & Associates
Virginia
-$7K -140 Closed
RCA
1917
Ranch Capital Advisors
Florida
-$3K -65 Closed
WLPWM
1918
Walled Lake Planning & Wealth Management
Illinois
-$2K -30 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.