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iShares Core S&P Mid-Cap ETF

1,796 hedge funds and large institutions have $40.6B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 777 increasing their positions, 662 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $7.33M

17% more repeat investments, than reductions

Existing positions increased: 777 | Existing positions reduced: 662

2% less funds holding in top 10

Funds holding in top 10: 316309 (-7)

2% less funds holding

Funds holding: 1,8411,796 (-45)

4.27% less ownership

Funds ownership: 371.5%367.23% (-4.3%)

15% less capital invested

Capital invested by funds: $47.9B → $40.6B (-$7.32B)

19% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 113

Holders
1,796
Holders Change
-45
Holders Change %
-2.44%
% of All Funds
30.25%
Holding in Top 10
309
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.2%
New
92
Increased
777
Reduced
662
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
226
Parsec Financial Management
North Carolina
$21.2M -$1.15M -23,250 -5%
BHWM
227
Bar Harbor Wealth Management
New Hampshire
$21.1M +$524K +10,620 +2%
IB
228
Intrust Bank
Kansas
$21.1M +$23M +465,760 New
DT
229
Daniels + Tansey
Delaware
$20.6M +$684K +13,865 +3%
SWA
230
Sax Wealth Advisors
New Jersey
$20.3M +$914K +18,510 +4%
AllianceBernstein
231
AllianceBernstein
Tennessee
$20.2M -$867K -17,565 -4%
IAN
232
Integrated Advisors Network
Texas
$20.2M -$336K -6,805 -2%
CI
233
Conning Inc
Connecticut
$20.2M
WWM
234
Western Wealth Management
Colorado
$20.1M -$1.23M -24,965 -5%
BAMG
235
Brand Asset Management Group
Missouri
$19.7M +$422K +8,545 +2%
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$19.7M -$2.81M -56,850 -12%
State of Wisconsin Investment Board
237
State of Wisconsin Investment Board
Wisconsin
$19.6M +$14.2M +286,650 +194%
FWM
238
Fairhaven Wealth Management
Illinois
$19.6M +$465K +9,415 +2%
BFM
239
Boston Financial Management
Massachusetts
$19.6M +$3.69M +74,845 +21%
AAS
240
Avantax Advisory Services
Texas
$19.6M +$3.45M +69,935 +19%
FWTB
241
First Western Trust Bank
Colorado
$19.6M +$9.18M +185,865 +77%
TPCW
242
TD Private Client Wealth
New York
$19.5M +$2.73M +55,285 +15%
AF
243
Allworth Financial
California
$19.3M +$1.21M +24,445 +6%
TC
244
Trilogy Capital
California
$19M -$4.61M -93,315 -18%
CS
245
Comerica Securities
Michigan
$19M -$590K -11,950 -3%
NFG
246
Nations Financial Group
Iowa
$19M +$144K +2,910 +0.7%
PI
247
PFS Investments
Georgia
$19M +$12.9M +260,450 +163%
VCM
248
Verde Capital Management
Michigan
$18.9M -$2.4M -48,520 -10%
Allspring Global Investments
249
Allspring Global Investments
North Carolina
$18.9M
LBC
250
Lowe Brockenbrough & Co
Virginia
$18.8M -$1.81M -36,640 -8%

IJH Hedge Fund Activity: Q2 2022 in Review

1,796 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2022, worth a combined $40.6B — down 15% from $47.9B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of IJH and 92 opened new positions — a net loss of 21 holders — while 662 trimmed existing stakes and 777 added.

The largest buyer was Northwestern Mutual Investment Management Company, adding an estimated $246M. The largest seller was CFS Investment Advisory Services, cutting an estimated $963M.

  • 1,796 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2022, down from 1,841 in Q1 2022.
  • Funds reported $40.6B of iShares Core S&P Mid-Cap ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 92 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2022 and 113 closed out, a net change of -21 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2022 was Northwestern Mutual Investment Management Company, an estimated $246M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $963M sold.

Based on aggregated 13F filings for Q2 2022.