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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
P
326
&Partners
Tennessee
$14.1M +$1.38M +25,855 +11%
CT
327
Cambridge Trust
Massachusetts
$14.1M -$2.88M -54,060 -17%
LNC
328
Lincoln National Corp
Pennsylvania
$14M +$468K +8,795 +3%
WH
329
Whitcomb & Hess
Ohio
$13.9M +$410K +7,705 +3%
BHCM
330
Brevan Howard Capital Management
Jersey
$13.8M +$9.92M +186,310 +266%
B
331
Bailard
California
$13.6M +$200K +3,760 +2%
TF
332
Tompkins Financial
New York
$13.5M +$128K +2,410 +1%
CWAF
333
Core Wealth Advisors (Florida)
Florida
$13.5M +$341K +6,410 +3%
CWM
334
Curi Wealth Management
North Carolina
$13.4M +$1.57M +29,465 +13%
BWP
335
BSW Wealth Partners
Colorado
$13.4M +$138K +2,590 +1%
MSA
336
Marino Stram & Associates
Massachusetts
$13.2M +$60.7K +1,140 +0.5%
AMG
337
Asset Management Group
Connecticut
$13.2M +$28.8K +540 +0.2%
TCOV
338
Trust Company of Vermont
Vermont
$13.2M +$31.4K +590 +0.2%
FWTB
339
First Western Trust Bank
Colorado
$13.2M +$12.9M +242,220 New
JFGIW
340
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.2M +$759K +14,260 +6%
PI
341
Pachira Investments
California
$13.1M +$461K +8,665 +4%
FWIA
342
Fort Washington Investment Advisors
Ohio
$13M -$80.7K -1,515 -0.6%
TCM
343
Traynor Capital Management
Pennsylvania
$13M -$368K -6,915 -3%
AWC
344
Abundance Wealth Counselors
Pennsylvania
$13M -$23M -432,335 -64%
CA
345
Crumly & Associates
Illinois
$12.9M -$1.87M -35,055 -13%
LIM
346
Leavell Investment Management
Alabama
$12.8M -$704K -13,225 -5%
G
347
GenTrust
Florida
$12.8M -$506K -9,510 -4%
UWPG
348
Ullmann Wealth Partners Group
Florida
$12.6M +$919K +17,270 +8%
AWM
349
AAF Wealth Management
Massachusetts
$12.5M +$6.12K +115 +0%
WFA
350
Wipfli Financial Advisors
Wisconsin
$12.3M +$12.2M +229,945 New

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.