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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
BSSFA
276
Baron Silver Stevens Financial Advisors
Florida
$19.3M -$332K -6,240 -2%
BFM
277
Boston Financial Management
Massachusetts
$19.2M +$3.79M +71,130 +25%
MFA
278
Mayflower Financial Advisors
Massachusetts
$19.2M -$97.2K -1,825 -0.5%
SF
279
Symphony Financial
Texas
$19M +$5.8M +108,860 +41%
RIM
280
Reynolds Investment Management
South Carolina
$18.8M +$18.6M +349,675 New
FNBT
281
FineMark National Bank & Trust
Florida
$18.6M +$2.3M +43,210 +14%
DFA
282
DHJJ Financial Advisors
Illinois
$18.2M +$326K +6,125 +2%
C
283
Certuity
Florida
$17.9M -$98K -1,840 -0.5%
FNT
284
First National Trust
Pennsylvania
$17.8M -$147K -2,755 -0.8%
N
285
Natixis
France
$17.5M +$568K +10,665 +3%
NA
286
NewEdge Advisors
Louisiana
$17.4M -$1.44M -26,990 -8%
FHA
287
First Horizon Advisors
Tennessee
$17.3M -$38.7M -726,280 -69%
CASB
288
Cape Ann Savings Bank
Massachusetts
$17.3M -$668K -12,555 -4%
AFS
289
Aft Forsyth & Sober
Florida
$17.3M
VFIC
290
Valley Forge Investment Consultants
Pennsylvania
$17.1M +$2.4M +45,015 +16%
RhumbLine Advisers
291
RhumbLine Advisers
Massachusetts
$17.1M +$506K +9,500 +3%
AWM
292
Altus Wealth Management
Kentucky
$17.1M +$427K +8,020 +3%
ISB
293
Iowa State Bank
Iowa
$16.9M +$4.74M +89,115 +40%
YIA
294
YHB Investment Advisors
Connecticut
$16.8M +$150K +2,825 +0.9%
PIC
295
Platt Investment Counsel
Florida
$16.8M -$334K -6,265 -2%
NA
296
Nottingham Advisors
New York
$16.7M +$459K +8,620 +3%
CAAS
297
Capital Asset Advisory Services
Michigan
$16.7M +$149K +2,790 +0.9%
EBT
298
Enterprise Bank & Trust
Massachusetts
$16.5M +$964K +18,105 +6%
PFPT
299
Pinnacle Financial Partners (Tennessee)
Tennessee
$16.4M +$408K +7,670 +3%
NC
300
NewSquare Capital
Pennsylvania
$16.2M +$1.64M +30,765 +11%

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.