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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
OGF
351
Orin Green Financial
California
$12.3M +$69.7K +1,310 +0.6%
MIAN
352
Mariner Independent Advisor Network
Kansas
$12.3M +$6.31M +118,600 +108%
HF
353
Halpern Financial
Virginia
$12.3M +$4.68M +87,975 +63%
IF
354
Ironwood Financial
Arizona
$12.2M +$223K +4,195 +2%
HH
355
Hilltop Holdings
Texas
$12.2M +$1.15M +21,510 +10%
TPWA
356
TRUE Private Wealth Advisors
Oregon
$12.1M -$6.45M -121,085 -34%
OPS
357
Orion Portfolio Solutions
Nebraska
$12M -$763K -14,330 -6%
RJT
358
Raymond James Trust
Florida
$12M -$7.99K -150 -0.1%
MSA
359
Mason Street Advisors
Wisconsin
$11.9M +$3.51M +66,000 +42%
RSWM
360
Robertson Stephens Wealth Management
California
$11.9M +$5.3M +99,605 +82%
FMN
361
Financial Management Network
California
$11.8M +$384K +7,210 +3%
JA
362
JVL Associates
Michigan
$11.8M +$2.26M +42,405 +24%
NCM
363
Neumann Capital Management
California
$11.7M +$36.2K +680 +0.3%
LC
364
Lindbrook Capital
California
$11.7M +$1.38M +25,855 +13%
AA
365
Ancora Advisors
Ohio
$11.7M -$877K -16,465 -7%
WWM
366
Windsor Wealth Management
Indiana
$11.6M -$384K -7,210 -3%
CA
367
Centerpoint Advisors
Massachusetts
$11.6M +$789K +14,820 +7%
CGA
368
Crescent Grove Advisors
Illinois
$11.6M -$3.38M -63,425 -23%
RVPG
369
Relative Value Partners Group
$11.5M +$4.15M +77,965 +57%
First Trust Advisors
370
First Trust Advisors
Illinois
$11.4M +$431K +8,100 +4%
MIM
371
MetLife Investment Management
New Jersey
$11.3M -$783K -14,700 -7%
ST
372
Smithfield Trust
Pennsylvania
$11.3M +$547K +10,275 +5%
LCOV
373
London Company of Virginia
Virginia
$11.3M -$9.87M -185,405 -47%
NPF
374
Norris Perne & French
Michigan
$11.2M +$410K +7,695 +4%
EWA
375
Encompass Wealth Advisors
Oregon
$11.2M +$160K +3,005 +1%

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.