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iShares Core S&P Mid-Cap ETF

1,616 hedge funds and large institutions have $44.2B invested in iShares Core S&P Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 589 increasing their positions, 669 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 58

15% more capital invested

Capital invested by funds: $38.5B → $44.2B (+$5.69B)

8% more funds holding in top 10

Funds holding in top 10: 274295 (+21)

5.47% more ownership

Funds ownership: 356.98%362.45% (+5.5%)

2% more funds holding

Funds holding: 1,5821,616 (+34)

12% less repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 669

21% less call options, than puts

Call options by funds: $30.8M | Put options by funds: $39.3M

Holders
1,616
Holders Change
+34
Holders Change %
+2.15%
% of All Funds
28.38%
Holding in Top 10
295
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+7.66%
% of All Funds
5.18%
New
114
Increased
589
Reduced
669
Closed
58
Calls
$30.8M
Puts
$39.3M
Net Calls
-$8.44M
Net Calls Change
-$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
T
176
TrueFG
Texas
$30.3M -$345K -6,915 -1%
JIC
177
Johnson Investment Counsel
Ohio
$30M -$318K -6,365 -1%
NEPPG
178
New England Professional Planning Group
Rhode Island
$29.7M -$412K -8,250 -1%
CFIA
179
Cantor Fitzgerald Investment Advisors
New York
$29.7M -$66.4K -1,330 -0.2%
ZB
180
Zions Bancorporation
Utah
$29.2M +$740K +14,815 +3%
VCM
181
Vision Capital Management
Oregon
$29.2M -$656K -13,145 -2%
HG
182
Harbor Group
New Hampshire
$29M -$213K -4,275 -0.8%
SPP
183
Single Point Partners
Massachusetts
$29M +$4.37M +87,430 +19%
APA
184
Allegiant Private Advisors
Florida
$28.8M -$1.24M -24,780 -4%
FSC
185
Full Sail Capital
Oklahoma
$28.5M +$1.67M +33,525 +7%
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$28.4M -$51.4K -1,030 -0.2%
PP
187
Pegasus Partners
Wisconsin
$28.3M +$8.69M +174,075 +47%
ETS
188
ESL Trust Services
New York
$28.2M +$134K +2,675 +0.5%
WTC
189
WhitTier Trust Company
Nevada
$27.9M +$217K +4,340 +0.8%
CI
190
Conning Inc
Connecticut
$27.8M +$3.51M +70,345 +15%
GW
191
GW & Wade
Massachusetts
$27.6M +$3.86M +77,270 +17%
AFA
192
American Financial Advisors
Georgia
$27.5M -$1.56M -31,320 -6%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$27.5M
DADC
194
D.A. Davidson & Co
Montana
$26.7M +$13.1M +262,795 +105%
SWMG
195
Strategic Wealth Management Group
Maryland
$26.6M -$70.9K -1,420 -0.3%
WSFS
196
Wilmington Savings Fund Society
Delaware
$26.6M -$696K -13,940 -3%
RCA
197
Resonant Capital Advisors
Wisconsin
$26.4M +$1.1M +21,945 +5%
MFG
198
Magnus Financial Group
New York
$26.3M -$43.3M -866,880 -63%
CTA
199
Chesley Taft & Associates
Illinois
$26.3M +$99.6K +1,995 +0.4%
AF
200
Affiance Financial
Minnesota
$26M -$1.78M -35,575 -7%

IJH Hedge Fund Activity: Q1 2021 in Review

1,616 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2021, worth a combined $44.2B — up 15% from $38.5B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new IJH positions and 58 closed out — a net gain of 56 holders — while 589 added to existing stakes and 669 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $335M. The largest seller was First Command Advisory Services, cutting an estimated $538M.

  • 1,616 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2021, up from 1,582 in Q4 2020.
  • Funds reported $44.2B of iShares Core S&P Mid-Cap ETF stock for Q1 2021, up 15% quarter-over-quarter.
  • 114 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2021 and 58 closed out, a net change of +56 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $335M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2021 was First Command Advisory Services, an estimated $538M sold.

Based on aggregated 13F filings for Q1 2021.