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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
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$29.7M +$29.2M +523,935 New
AFA
202
American Financial Advisors
Georgia
$29.6M -$11.7K -210 -0%
PFM
203
Parsec Financial Management
North Carolina
$29.4M -$531K -9,535 -2%
SPC
204
Sigma Planning Corp
Michigan
$28.3M +$2.73M +49,040 +11%
CTA
205
Chesley Taft & Associates
Illinois
$28.1M -$70.4K -1,265 -0.3%
CA
206
Crewe Advisors
Utah
$28.1M +$1.5M +26,950 +6%
SL
207
Salomon & Ludwin
Virginia
$28M -$374K -6,720 -1%
1832 Asset Management
208
1832 Asset Management
Ontario, Canada
$27.7M -$122K -2,200 -0.5%
AF
209
Affiance Financial
Minnesota
$27.3M -$79K -1,420 -0.3%
DT
210
Diversified Trust
Tennessee
$26.9M +$2.34M +42,110 +10%
Citigroup
211
Citigroup
New York
$26.9M -$5.31M -95,440 -17%
IWC
212
Integrated Wealth Concepts
Massachusetts
$26.5M -$672K -12,065 -3%
PP
213
PDS Planning
Ohio
$26.4M +$4.06M +73,015 +19%
PGA
214
Portland Global Advisors
Maine
$26.1M +$2.74M +49,265 +12%
FAG
215
Financial Advisory Group
Texas
$26M -$4.73K -85 -0%
VCM
216
Verde Capital Management
Michigan
$25.9M +$1.48M +26,570 +6%
CA
217
Clearstead Advisors
Ohio
$25.6M -$1M -17,975 -4%
GL
218
Graypoint LLC
New York
$25.6M +$3.12M +56,030 +14%
BHWM
219
Bar Harbor Wealth Management
New Hampshire
$25.5M +$349K +6,270 +1%
CA
220
Cetera Advisors
Colorado
$25.5M +$459K +8,250 +2%
VCM
221
Vision Capital Management
Oregon
$25.4M +$285K +5,125 +1%
FBB
222
Fulton Breakefield Broenniman
Maryland
$25.3M +$547K +9,820 +2%
CI
223
Conning Inc
Connecticut
$25.2M +$94.9K +1,705 +0.4%
TC
224
Trilogy Capital
California
$25.2M +$8.63K +155 +0%
MGIA
225
Moneta Group Investment Advisors
Missouri
$24.8M +$1.32M +23,765 +6%

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.