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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
Wells Fargo
1
Wells Fargo
California
$3.21B -$46.5M -930,170 -1%
Bank of America
2
Bank of America
North Carolina
$2.94B -$35.8M -716,295 -1%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.84B +$34.8M +697,615 +1%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.74B -$4.17M -83,580 -0.2%
Morgan Stanley
5
Morgan Stanley
New York
$1.67B +$38.3M +766,505 +2%
BlackRock
6
BlackRock
New York
$1.52B +$118M +2,366,145 +9%
LPL Financial
7
LPL Financial
California
$1.43B +$65.1M +1,303,155 +5%
UBS Group
8
UBS Group
Switzerland
$1.11B +$70.9M +1,419,985 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$922M +$335M +6,701,720 +61%
RJA
10
Raymond James & Associates
Florida
$921M +$2M +39,975 +0.2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$850M +$17.2M +343,790 +2%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$750M -$10.6M -212,020 -1%
Northern Trust
13
Northern Trust
Illinois
$705M +$22.3M +446,250 +3%
Financial Engines Advisors
14
Financial Engines Advisors
California
$700M -$122M -2,444,245 -15%
JP Morgan Chase
15
JP Morgan Chase
New York
$593M -$24.2M -484,290 -4%
KeyBank National Association
16
KeyBank National Association
Ohio
$495M -$9.32M -186,530 -2%
NMIMC
17
Northwestern Mutual Investment Management Company
Wisconsin
$484M -$31.3M -627,250 -6%
Goldman Sachs
18
Goldman Sachs
New York
$479M +$21.5M +430,240 +5%
Ameriprise
19
Ameriprise
Minnesota
$460M -$42M -840,590 -9%
MERSOM
20
Municipal Employees' Retirement System of Michigan
Michigan
$452M -$50.1M -1,003,685 -10%
Truist Financial
21
Truist Financial
North Carolina
$414M +$5.63M +112,735 +1%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$400M +$50.3M +1,008,045 +15%
RFC
23
Regions Financial Corp
Alabama
$367M -$4.3M -86,195 -1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$363M -$19.8M -396,590 -5%
Osaic Holdings
25
Osaic Holdings
Arizona
$338M +$172M +3,443,130 +113%

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.