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
PBO
401
Peoples Bank (Ohio)
Ohio
$8.6M -$576K -11,675 -6%
LC
402
LTG Capital
Massachusetts
$8.47M +$111K +2,245 +1%
AIP
403
Ameritas Investment Partners
Nebraska
$8.46M +$288K +5,830 +3%
NGA
404
Naples Global Advisors
Florida
$8.38M +$1.49M +30,265 +20%
HR
405
Hardy Reed
Mississippi
$8.35M +$28.4K +575 +0.3%
Prudential Financial
406
Prudential Financial
New Jersey
$8.35M +$4.84M +97,970 +115%
RWMH
407
Riverpoint Wealth Management Holdings
Illinois
$8.32M +$440K +8,910 +5%
BOTW
408
Bank of the West
California
$8.23M -$804K -16,280 -8%
BBNA
409
Bremer Bank National Association
Minnesota
$8.2M +$1.99M +40,310 +29%
TCBWMS
410
Texas Capital Bank Wealth Management Services
Texas
$8.17M -$170K -3,435 -2%
PA
411
Pinnacle Associates
New York
$8.16M +$4.93M +99,910 +124%
TC
412
Telemus Capital
Michigan
$8.15M -$199K -4,030 -2%
FBT
413
First Bank & Trust
South Dakota
$8.1M +$478K +9,680 +6%
TCM
414
Traynor Capital Management
Pennsylvania
$8.08M -$3.13M -63,505 -26%
ISWM
415
Independent Solutions Wealth Management
New York
$8.08M -$391K -7,925 -4%
IFG
416
Independent Financial Group
California
$8.06M -$38K -770 -0.4%
MCWS
417
McKinley Carter Wealth Services
West Virginia
$8.04M +$250K +5,065 +3%
APW
418
Acima Private Wealth
Virginia
$8.02M +$277K +5,610 +3%
GA
419
GFS Advisors
Texas
$7.99M +$278K +5,625 +3%
EWM
420
Evercore Wealth Management
New York
$7.92M -$275K -5,565 -3%
RFO
421
RiverGlades Family Offices
Florida
$7.87M -$201K -4,065 -2%
EWA
422
Encompass Wealth Advisors
Oregon
$7.85M -$1.77M -35,860 -17%
CG
423
Colony Group
Massachusetts
$7.85M -$19.5M -394,755 -69%
IA
424
IFP Advisors
Florida
$7.83M
CB
425
Commerce Bank
Missouri
$7.83M -$117K -2,360 -1%

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.