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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
SMC
301
Smith, Moore & Co
Missouri
$16.2M +$1.07M +20,190 +7%
ASN
302
Advisory Services Network
Georgia
$16M +$7.58M +142,430 +91%
DWA
303
Divergent Wealth Advisors
Utah
$16M +$2.61M +48,935 +20%
GIA
304
Gladstone Institutional Advisory
Florida
$15.9M +$1.79M +33,665 +13%
CC
305
Courier Capital
New York
$15.8M -$9.05K -170 -0.1%
ATC
306
Argent Trust Co
Tennessee
$15.8M +$161K +3,030 +1%
LA
307
Lynch & Associates
Indiana
$15.7M +$24.8K +465 +0.2%
CA
308
Cambridge Advisors
Nebraska
$15.7M -$59.1K -1,110 -0.4%
GG
309
Gofen & Glossberg
Illinois
$15.6M -$210K -3,950 -1%
CIM
310
CIM Investment Management
Pennsylvania
$15.5M -$580K -10,890 -4%
GT
311
Glenmede Trust
Pennsylvania
$15.3M +$408K +7,660 +3%
WFA
312
West Financial Advisors
Iowa
$15.3M -$3.89M -73,085 -20%
CCM
313
Coldstream Capital Management
Washington
$15.1M -$493K -9,265 -3%
BHB
314
Bank Hapoalim BM
Israel
$15M +$14.9M +280,000 New
SG
315
StoneX Group
New York
$14.9M +$727K +13,655 +5%
FCI
316
Financial Counselors Inc
Kansas
$14.8M +$2.98M +56,025 +25%
PBF
317
Petix & Botte Financial
California
$14.8M +$7.8M +146,590 +113%
1SB
318
1ST Source Bank
Indiana
$14.7M -$236K -4,435 -2%
MFC
319
Mechanics Financial Corp
Ohio
$14.7M +$98K +1,840 +0.7%
HSWM
320
Hubbell Strickland Wealth Management
Louisiana
$14.5M -$533K -10,020 -4%
JAG
321
Journey Advisory Group
Kentucky
$14.4M +$3.7M +69,535 +35%
FNT
322
First Nebraska Trust
Nebraska
$14.3M +$245K +4,610 +2%
FNBOH
323
First National Bank of Hutchinson
Kansas
$14.3M -$500K -9,395 -3%
Principal Financial Group
324
Principal Financial Group
Iowa
$14.2M +$3.68M +69,195 +35%
ATPW
325
Ashton Thomas Private Wealth
Arizona
$14.1M +$5.4M +101,475 +63%

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.