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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
LC
401
LTG Capital
Massachusetts
$9.94M +$138K +2,600 +1%
WCM
402
Windsor Capital Management
Arizona
$9.92M +$452K +8,485 +5%
TC
403
Telemus Capital
Michigan
$9.89M -$8.79K -165 -0.1%
HR
404
Hardy Reed
Mississippi
$9.87M -$27.4K -515 -0.3%
TCBWMS
405
Texas Capital Bank Wealth Management Services
Texas
$9.87M -$40.2K -755 -0.4%
ANTB
406
AMG National Trust Bank
Colorado
$9.81M -$190K -3,570 -2%
MWP
407
Madison Wealth Partners
Wisconsin
$9.79M +$131K +2,465 +1%
AIP
408
Ameritas Investment Partners
Nebraska
$9.72M -$1.1M -20,695 -10%
EWM
409
Evercore Wealth Management
New York
$9.69M -$839K -15,760 -8%
CIBC World Market
410
CIBC World Market
Ontario, Canada
$9.66M +$434K +8,155 +5%
IFG
411
Independent Financial Group
California
$9.6M +$224K +4,215 +2%
RFO
412
RiverGlades Family Offices
Florida
$9.55M +$34.9K +655 +0.4%
RWG
413
Ratio Wealth Group
Colorado
$9.49M +$63.4K +1,190 +0.7%
WAG
414
Winthrop Advisory Group
Massachusetts
$9.49M +$1.65M +31,040 +21%
CB
415
Commerce Bank
Missouri
$9.41M -$103K -1,935 -1%
RWMH
416
Riverpoint Wealth Management Holdings
Illinois
$9.39M +$290K +5,455 +3%
MCWS
417
McKinley Carter Wealth Services
West Virginia
$9.26M +$940K +17,665 +11%
APW
418
Acima Private Wealth
Virginia
$9.21M -$1.33M -25,055 -13%
GA
419
GFS Advisors
Texas
$9.18M +$158K +2,960 +2%
SIAM
420
Sterling Investment Advisors (Missouri)
Missouri
$9.16M +$142K +2,670 +2%
FBT
421
First Bank & Trust
South Dakota
$9.09M +$9.02M +169,350 New
JWBC
422
J.W. Burns & Co
New York
$9.03M -$65K -1,220 -0.7%
FAIM
423
Financial Advocates Investment Management
Washington
$8.99M +$373K +7,005 +4%
GC
424
Grimes & Company
Massachusetts
$8.98M -$862K -16,195 -9%
BCM
425
Brookstone Capital Management
Illinois
$8.84M -$1.29M -24,250 -12%

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.