iShares Core S&P Mid-Cap ETF
IJH
1,639 hedge funds and large institutions have $44.6B invested in iShares Core S&P Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 721 increasing their positions, 552 reducing their positions, and 56 closing their positions.
3,386% more call options, than puts
Call options by funds: $211M | Put options by funds: $6.05M
55% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 56
31% more repeat investments, than reductions
Existing positions increased: 721 | Existing positions reduced: 552
0% more funds holding
Funds holding: 1,636 → 1,639 (+3)
3% less capital invested
Capital invested by funds: $45.8B → $44.6B (-$1.2B)
3% less funds holding in top 10
Funds holding in top 10: 287 → 277 (-10)
15.28% less ownership
Funds ownership: 376.12% → 360.84% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFA
Wellspring Financial Advisors
Cleveland,
Ohio
|
+$184M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
+$154M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$125M |
| 4 |
LPL Financial
San Diego,
California
|
+$97M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$58.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$1.86B |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$358M |
| 3 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$229M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$167M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$80.1M |
IJH Hedge Fund Activity: Q3 2021 in Review
1,639 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2021, worth a combined $44.6B — down 2.6% from $45.8B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new IJH positions and 56 closed out — a net gain of 31 holders — while 721 added to existing stakes and 552 trimmed.
The largest buyer was Wellspring Financial Advisors, adding an estimated $184M. The largest seller was Kelly Financial Services, cutting an estimated $1.86B.
- 1,639 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2021, up from 1,636 in Q2 2021.
- Funds reported $44.6B of iShares Core S&P Mid-Cap ETF stock for Q3 2021, down 2.6% quarter-over-quarter.
- 87 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2021 and 56 closed out, a net change of +31 holders.
- The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $184M added.
- The largest iShares Core S&P Mid-Cap ETF seller in Q3 2021 was Kelly Financial Services, an estimated $1.86B sold.
Based on aggregated 13F filings for Q3 2021.