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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
CWA
251
CJM Wealth Advisers
Virginia
$21.9M +$389K +7,310 +2%
BCI
252
Brinker Capital Investments
Pennsylvania
$21.8M +$7.3M +137,080 +51%
Citigroup
253
Citigroup
New York
$21.6M -$3.78M -71,030 -15%
AF
254
Allworth Financial
California
$21.6M -$8.03M -150,880 -27%
OC
255
Oppenheimer & Co
New York
$21.5M +$1.03M +19,440 +5%
KWMG
256
King Wealth Management Group
Florida
$21M +$510K +9,585 +3%
HI
257
Human Investing
Oregon
$20.8M -$1.29M -24,165 -6%
DW
258
Domani Wealth
Pennsylvania
$20.6M -$62.3K -1,170 -0.3%
SFG
259
StrategIQ Financial Group
Indiana
$20.6M +$516K +9,695 +3%
ACP
260
Arcus Capital Partners
Georgia
$20.4M +$250K +4,695 +1%
TPCW
261
TD Private Client Wealth
New York
$20.2M +$395K +7,410 +2%
BWIA
262
Bryant Woods Investment Advisors
New York
$20.2M +$626K +11,755 +3%
DIP
263
DT Investment Partners
Pennsylvania
$20.1M +$667K +12,530 +3%
LSERS
264
Louisiana State Employees Retirement System
Louisiana
$20.1M +$2.26M +42,500 +13%
GGS
265
Galvin Gaustad & Stein
Arizona
$20.1M +$184K +3,460 +0.9%
WPW
266
Waldron Private Wealth
Pennsylvania
$20M -$529K -9,945 -3%
BA
267
Bristlecone Advisors
Washington
$20M +$132K +2,485 +0.7%
FCBT
268
First Citizens Bank & Trust
North Carolina
$19.8M +$103K +1,930 +0.5%
SB
269
Simmons Bank
Arkansas
$19.8M +$536K +10,070 +3%
HCA
270
Horan Capital Advisors
Ohio
$19.7M +$661K +12,415 +3%
MWM
271
MTC Wealth Management
Florida
$19.7M +$1.91M +35,850 +11%
PAM
272
Peninsula Asset Management
Florida
$19.6M -$78.5K -1,475 -0.4%
IFPL
273
Investments & Financial Planning LLC
Kentucky
$19.6M +$584K +10,970 +3%
AAS
274
Avantax Advisory Services
Texas
$19.5M +$4.32M +81,060 +29%
GLLW
275
Graves Light Lenhart Wealth
Virginia
$19.4M +$3.08M +57,900 +19%

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.