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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
Bank of America
1
Bank of America
North Carolina
$3.3B +$59.8M +1,074,775 +2%
Wells Fargo
2
Wells Fargo
California
$3.15B +$9.6M +172,515 +0.3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.9B +$155M +2,781,880 +6%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.03B +$60.7M +1,091,160 +3%
Morgan Stanley
5
Morgan Stanley
New York
$1.82B +$42.6M +764,715 +2%
LPL Financial
6
LPL Financial
California
$1.75B +$58.6M +1,052,520 +4%
BlackRock
7
BlackRock
New York
$1.69B +$12.2M +219,790 +0.7%
UBS Group
8
UBS Group
Switzerland
$1.27B +$17.6M +315,460 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1B +$22.8M +409,640 +2%
Northern Trust
10
Northern Trust
Illinois
$839M +$36M +646,945 +5%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$821M +$5.55M +99,735 +0.7%
Financial Engines Advisors
12
Financial Engines Advisors
California
$720M -$5.29M -95,120 -0.7%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$706M +$134M +2,416,190 +24%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$677M +$30M +539,700 +5%
RJA
15
Raymond James & Associates
Florida
$673M +$25.4M +456,880 +4%
JP Morgan Chase
16
JP Morgan Chase
New York
$611M -$2M -35,940 -0.3%
Ameriprise
17
Ameriprise
Minnesota
$554M +$16M +287,495 +3%
KeyBank National Association
18
KeyBank National Association
Ohio
$533M -$5.31M -95,385 -1%
NMIMC
19
Northwestern Mutual Investment Management Company
Wisconsin
$483M -$2.75M -49,325 -0.6%
Truist Financial
20
Truist Financial
North Carolina
$464M +$1.83M +32,885 +0.4%
Goldman Sachs
21
Goldman Sachs
New York
$454M +$9.38M +168,520 +2%
AA
22
Acorns Advisers
California
$419M +$20.2M +363,350 +5%
RFC
23
Regions Financial Corp
Alabama
$418M +$17.7M +317,210 +4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$412M +$19.6M +352,045 +5%
Mariner
25
Mariner
Kansas
$399M +$41.4M +744,530 +12%

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.