We are live on ! Find out more
IJH icon

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
RDFA
376
Ritter Daniher Financial Advisory
Ohio
$9.44M +$288K +5,835 +3%
AWC
377
Abundance Wealth Counselors
Pennsylvania
$9.31M -$1.78M -36,130 -15%
TCM
378
Towercrest Capital Management
Pennsylvania
$9.26M +$92.3K +1,870 +0.9%
ASN
379
Advisory Services Network
Georgia
$9.22M -$4.67M -94,610 -32%
MWM
380
Marietta Wealth Management
Georgia
$9.21M +$720K +14,580 +8%
GT
381
Glenview Trust
Kentucky
$9.18M +$378K +7,655 +4%
RF
382
Resolute Financial
Massachusetts
$9.17M -$302K -6,125 -3%
NAM
383
NTV Asset Management
West Virginia
$9.11M -$30.9K -625 -0.3%
JA
384
JVL Associates
Michigan
$9.11M -$932K -18,875 -9%
CNC
385
Citizens & Northern Corp
Pennsylvania
$9.05M -$96.8K -1,960 -1%
RSWM
386
Robertson Stephens Wealth Management
California
$9.05M -$1.08M -21,780 -10%
NAM
387
NorthCrest Asset Manangement
Minnesota
$9.03M +$9.85M +199,555 New
FPFS
388
First Personal Financial Services
North Carolina
$8.99M -$289K -5,855 -3%
AWM
389
Avior Wealth Management
Nebraska
$8.96M +$494 +10 +0%
MBT
390
Montecito Bank & Trust
California
$8.89M -$456K -9,235 -4%
HAS
391
Holland Advisory Services
Florida
$8.88M +$2.75M +55,755 +40%
ANTB
392
AMG National Trust Bank
Colorado
$8.88M -$117K -2,370 -1%
WCM
393
Windsor Capital Management
Arizona
$8.86M +$539K +10,920 +6%
CIBC World Market
394
CIBC World Market
Ontario, Canada
$8.81M +$727K +14,730 +8%
SIC
395
Sterling Investment Counsel
New York
$8.78M +$80.7K +1,635 +0.8%
PCFFS
396
Pacific Center for Financial Services
California
$8.72M -$91.8K -1,860 -1%
SIM
397
Stratos Investment Management
Ohio
$8.71M +$60.7K +1,230 +0.6%
CWA
398
Clarity Wealth Advisors
California
$8.7M +$300K +6,070 +3%
MWP
399
Madison Wealth Partners
Wisconsin
$8.68M +$471K +9,545 +5%
CB
400
Community Bank
New York
$8.63M -$27.9K -565 -0.3%

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.