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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
KPWS
426
Kestra Private Wealth Services
Texas
$8.83M -$1.15M -21,565 -12%
ODIJL
427
One Day In July LLC
Vermont
$8.74M +$4.4M +82,640 +103%
ECM
428
Exchange Capital Management
Michigan
$8.72M +$217K +4,075 +3%
PI
429
PFS Investments
Georgia
$8.6M -$3.05M -57,230 -26%
SLT
430
St Louis Trust
Missouri
$8.56M
ABC
431
Associated Banc-Corp
Wisconsin
$8.48M -$89.2K -1,675 -1%
RCAG
432
Rehmann Capital Advisory Group
Michigan
$8.47M -$468K -8,785 -5%
KTC
433
Kistler-Tiffany Companies
Pennsylvania
$8.33M +$44.2K +830 +0.5%
NGA
434
Naples Global Advisors
Florida
$8.32M +$1.42M +26,590 +21%
ES
435
ETF Store
Kansas
$8.31M +$338K +6,355 +4%
FWM
436
ForthRight Wealth Management
Georgia
$8.3M +$1.65M +30,915 +25%
RSVP
437
Ramsay Stattman Vela & Price
Colorado
$8.21M -$138K -2,590 -2%
RWP
438
RWA Wealth Partners
Massachusetts
$8.08M -$123K -2,310 -2%
EWA
439
Exencial Wealth Advisors
Oklahoma
$8.07M +$396K +7,445 +5%
EIP
440
Ellis Investment Partners
Pennsylvania
$8.03M +$122K +2,300 +2%
SCA
441
Snowden Capital Advisors
New York
$8.01M +$749K +14,075 +10%
OIA
442
OneDigital Investment Advisors
Kansas
$7.98M +$208K +3,910 +3%
MPCG
443
Matrix Private Capital Group
New York
$7.95M -$125K -2,350 -2%
IA
444
IFG Advisory
Georgia
$7.94M +$318K +5,975 +4%
WFA
445
Wellspring Financial Advisors
Ohio
$7.93M -$2.76M -51,900 -0.8%
State of Wisconsin Investment Board
446
State of Wisconsin Investment Board
Wisconsin
$7.92M +$7.85M +147,500 New
LWA
447
LWS Wealth Advisors
New Jersey
$7.89M +$180K +3,375 +2%
OFG
448
Omega Financial Group
California
$7.88M +$888K +16,670 +13%
AWM
449
Aries Wealth Management
Maine
$7.88M +$7.63M +143,220 +3,995%
AWM
450
Atticus Wealth Management
Florida
$7.85M +$271K +5,090 +4%

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.