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iShares Core S&P Mid-Cap ETF

1,840 hedge funds and large institutions have $47.9B invested in iShares Core S&P Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 841 increasing their positions, 622 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $67.8M | Put options by funds: $33.9M

35% more repeat investments, than reductions

Existing positions increased: 841 | Existing positions reduced: 622

5.48% more ownership

Funds ownership: 366.02%371.5% (+5.5%)

1% more funds holding in top 10

Funds holding in top 10: 314316 (+2)

0% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 102

3% less capital invested

Capital invested by funds: $49.6B → $47.9B (-$1.7B)

1% less funds holding

Funds holding: 1,8651,840 (-25)

Holders
1,840
Holders Change
-25
Holders Change %
-1.34%
% of All Funds
29.02%
Holding in Top 10
316
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.64%
% of All Funds
4.98%
New
102
Increased
841
Reduced
622
Closed
102
Calls
$67.8M
Puts
$33.9M
Net Calls
+$33.9M
Net Calls Change
-$5.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
226
Verde Capital Management
Michigan
$25M +$475K +8,930 +2%
OSNBOA
227
Old Second National Bank of Aurora
Illinois
$24.9M +$24.7M +464,695 New
AllianceBernstein
228
AllianceBernstein
Tennessee
$24.9M +$13M +244,120 +111%
BHWM
229
Bar Harbor Wealth Management
New Hampshire
$24.5M +$287K +5,400 +1%
IWC
230
Integrated Wealth Concepts
Massachusetts
$24.3M -$803K -15,085 -3%
IAN
231
Integrated Advisors Network
Texas
$24.3M +$4.1M +77,075 +21%
LBC
232
Lowe Brockenbrough & Co
Virginia
$24.3M +$2.08M +39,095 +9%
AF
233
Affiance Financial
Minnesota
$24.2M -$1.61M -30,210 -6%
MGIA
234
Moneta Group Investment Advisors
Missouri
$24.2M +$669K +12,560 +3%
Millennium Management
235
Millennium Management
New York
$24.1M +$14M +262,170 +140%
CI
236
Conning Inc
Connecticut
$23.9M
DT
237
Diversified Trust
Tennessee
$23.9M -$1.61M -30,320 -6%
CA
238
Cetera Advisors
Colorado
$23.8M -$370K -6,950 -2%
DT
239
Daniels + Tansey
Delaware
$23.7M +$465K +8,740 +2%
CS
240
Comerica Securities
Michigan
$23.2M +$782K +14,695 +4%
SWA
241
Sax Wealth Advisors
New Jersey
$23.1M +$569K +10,695 +3%
VFPW
242
Vantage Financial Partners (Wisconsin)
Wisconsin
$23M -$7.31M -137,220 -24%
BAMG
243
Brand Asset Management Group
Missouri
$22.9M +$614K +11,540 +3%
VCM
244
Vision Capital Management
Oregon
$22.8M -$1.19M -22,410 -5%
FWM
245
Fairhaven Wealth Management
Illinois
$22.7M +$445K +8,350 +2%
NFG
246
Nations Financial Group
Iowa
$22.4M +$577K +10,830 +3%
SIC
247
Shoker Investment Counsel
Ohio
$22.4M -$381K -7,160 -2%
Allspring Global Investments
248
Allspring Global Investments
North Carolina
$22.4M +$5.86K +110 +0%
TCM
249
Twele Capital Management
Minnesota
$22.1M -$452K -8,490 -2%
KCM
250
Kanawha Capital Management
Virginia
$22M +$84.4K +1,585 +0.4%

IJH Hedge Fund Activity: Q1 2022 in Review

1,840 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2022, worth a combined $47.9B — down 3.4% from $49.6B a quarter earlier.

Fund positioning in IJH was balanced in Q1 2022: 102 funds opened new positions, 102 closed out, 841 added to existing stakes and 622 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $1.04B. The largest seller was Victory Capital Management, exiting entirely with an estimated $348M sold.

  • 1,840 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2022, down from 1,865 in Q4 2021.
  • Funds reported $47.9B of iShares Core S&P Mid-Cap ETF stock for Q1 2022, down 3.4% quarter-over-quarter.
  • 102 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2022 and 102 closed out, a net change of 0 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $1.04B added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2022 was Victory Capital Management, an estimated $348M sold.

Based on aggregated 13F filings for Q1 2022.