We are live on ! Find out more
IJH icon

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
RWB
201
RMR Wealth Builders
New Jersey
$25.8M +$14.6M +293,200 +145%
LP
202
LGL Partners
Pennsylvania
$25.7M -$139K -2,785 -0.6%
LNC
203
Lincoln National Corp
Pennsylvania
$25.2M -$203K -4,070 -0.8%
SL
204
Salomon & Ludwin
Virginia
$25.1M +$1.89M +37,800 +9%
CA
205
Clearstead Advisors
Ohio
$24.9M +$395K +7,915 +2%
I
206
INVST
Indiana
$24.9M +$1.96M +39,210 +9%
CA
207
Cambridge Associates
Massachusetts
$24.6M +$23.6M +472,935 New
CAN
208
Cetera Advisor Networks
California
$24.2M -$1.73M -34,660 -7%
DT
209
Diversified Trust
Tennessee
$24.2M -$1.96M -39,155 -8%
SFS
210
Summit Financial Strategies
Ohio
$23.7M -$288K -5,765 -1%
EH
211
Equitable Holdings
New York
$23.6M +$886K +17,745 +4%
TCM
212
Twele Capital Management
Minnesota
$23.6M -$11.8M -236,835 -34%
BHWM
213
Bar Harbor Wealth Management
New Hampshire
$23.6M +$330K +6,605 +1%
AWE
214
Avidian Wealth Enterprises
Texas
$23.6M +$8.24M +164,995 +57%
FAG
215
Financial Advisory Group
Texas
$23.6M -$1.58M -31,685 -7%
NA
216
Nottingham Advisors
New York
$23.1M -$186K -3,715 -0.8%
TC
217
Trilogy Capital
California
$23M +$3.07M +61,565 +16%
IWC
218
Integrated Wealth Concepts
Massachusetts
$22.9M -$246K -4,935 -1%
CA
219
Crewe Advisors
Utah
$22.5M +$4.7M +94,080 +28%
HH
220
HWG Holdings
Texas
$22.2M +$11.3M +225,405 +112%
FWM
221
Fairhaven Wealth Management
Illinois
$21.4M -$476K -9,535 -2%
FCBT
222
First Citizens Bank & Trust
North Carolina
$21.2M -$1.17M -23,375 -5%
KCM
223
Kanawha Capital Management
Virginia
$21.1M +$1.75K +35 +0%
LMIM
224
Lockheed Martin Investment Management
Maryland
$21.1M +$20.2M +405,000 New
CA
225
Cetera Advisors
Colorado
$20.9M -$82.2K -1,645 -0.4%

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.