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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
RJT
351
Raymond James Trust
Florida
$10.7M +$652K +13,205 +6%
UWPG
352
Ullmann Wealth Partners Group
Florida
$10.6M -$11.8K -240 -0.1%
IF
353
Ironwood Financial
Arizona
$10.6M +$287K +5,820 +3%
MIAN
354
Mariner Independent Advisor Network
Kansas
$10.5M -$9.63K -195 -0.1%
AWM
355
AAF Wealth Management
Massachusetts
$10.4M -$85.6K -1,735 -0.7%
OGF
356
Orin Green Financial
California
$10.4M -$13.6K -275 -0.1%
CWAF
357
Core Wealth Advisors (Florida)
Florida
$10.4M -$1.05M -21,370 -9%
IWMA
358
Ironwood Wealth Management (Arizona)
Arizona
$10.4M +$1.67M +33,820 +17%
MSA
359
Mason Street Advisors
Wisconsin
$10.1M
NPF
360
Norris Perne & French
Michigan
$10M +$565K +11,445 +5%
NCM
361
Neumann Capital Management
California
$9.97M +$89.4K +1,810 +0.8%
AA
362
Ancora Advisors
Ohio
$9.96M +$108K +2,185 +1%
CGA
363
Crescent Grove Advisors
Illinois
$9.87M +$128K +2,590 +1%
PIC
364
Platt Investment Counsel
Florida
$9.87M -$4.66M -94,345 -30%
CA
365
Centerpoint Advisors
Massachusetts
$9.81M +$30.9K +625 +0.3%
LC
366
Lindbrook Capital
California
$9.79M -$108K -2,185 -1%
ST
367
Smithfield Trust
Pennsylvania
$9.75M +$252K +5,100 +2%
OPS
368
Orion Portfolio Solutions
Nebraska
$9.72M -$422K -8,540 -4%
WFA
369
Wipfli Financial Advisors
Wisconsin
$9.72M -$744K -15,080 -7%
William Blair & Company
370
William Blair & Company
Illinois
$9.69M +$697K +14,115 +7%
GPA
371
Guidance Point Advisors
Massachusetts
$9.69M +$528K +10,695 +5%
PPW
372
PACK Private Wealth
Minnesota
$9.67M +$694K +14,055 +7%
MIM
373
MetLife Investment Management
New Jersey
$9.53M -$9.87K -200 -0.1%
HH
374
Hilltop Holdings
Texas
$9.52M -$823K -16,675 -7%
TC
375
Titleist Capital
Texas
$9.48M +$328K +6,635 +3%

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.