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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
SB
276
Simmons Bank
Arkansas
$16.4M -$313K -6,335 -2%
PAM
277
Peninsula Asset Management
Florida
$16.3M -$307K -6,225 -2%
G
278
GenTrust
Florida
$15.9M +$5.59M +113,265 +48%
RIM
279
Reynolds Investment Management
South Carolina
$15.9M +$36.8K +745 +0.2%
JAG
280
Journey Advisory Group
Kentucky
$15.8M +$2.29M +46,345 +17%
Millennium Management
281
Millennium Management
New York
$15.2M -$5.55M -112,525 -25%
DFA
282
DHJJ Financial Advisors
Illinois
$15.1M -$182K -3,695 -1%
ISB
283
Iowa State Bank
Iowa
$15M +$894K +18,105 +6%
MFA
284
Mayflower Financial Advisors
Massachusetts
$15M -$1.25M -25,370 -7%
FCI
285
Financial Counselors Inc
Kansas
$14.9M +$2.55M +51,680 +19%
CAAS
286
Capital Asset Advisory Services
Michigan
$14.9M +$867K +17,570 +6%
SMC
287
Smith, Moore & Co
Missouri
$14.8M +$1.31M +26,485 +9%
WFA
288
West Financial Advisors
Iowa
$14.8M +$2.08M +42,135 +15%
AWM
289
Altus Wealth Management
Kentucky
$14.5M +$122K +2,480 +0.8%
CASB
290
Cape Ann Savings Bank
Massachusetts
$14.5M -$154K -3,110 -1%
NA
291
Nottingham Advisors
New York
$14.5M +$173K +3,510 +1%
VFIC
292
Valley Forge Investment Consultants
Pennsylvania
$14.4M -$50.1K -1,015 -0.3%
AFS
293
Aft Forsyth & Sober
Florida
$14.4M -$241K -4,875 -2%
PFPT
294
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.3M +$514K +10,420 +3%
AF
295
Affiance Financial
Minnesota
$14.3M -$6.7M -135,640 -30%
CCM
296
Coldstream Capital Management
Washington
$14.2M +$1.59M +32,265 +11%
SF
297
Symphony Financial
Texas
$14.1M -$3.23M -65,530 -18%
YIA
298
YHB Investment Advisors
Connecticut
$13.9M -$273K -5,540 -2%
JFGIW
299
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.9M +$3.07M +62,265 +25%
NA
300
NewEdge Advisors
Louisiana
$13.7M -$983K -19,910 -6%

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.