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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
JF
426
JSF Financial
California
$7.82M +$1.52M +30,735 +22%
JWBC
427
J.W. Burns & Co
New York
$7.73M +$126K +2,555 +2%
ES
428
ETF Store
Kansas
$7.71M +$134K +2,720 +2%
CWM
429
CCG Wealth Management
California
$7.65M +$1.21M +24,560 +17%
SIAM
430
Sterling Investment Advisors (Missouri)
Missouri
$7.51M -$235K -4,755 -3%
AWM
431
Avondale Wealth Management
Texas
$7.49M +$1M +20,280 +14%
AA
432
Argent Advisors
Louisiana
$7.39M +$1.1M +22,365 +16%
EWA
433
Exencial Wealth Advisors
Oklahoma
$7.37M +$614K +12,445 +8%
FFS
434
Founders Financial Securities
Maryland
$7.34M +$3.53M +71,550 +79%
RWG
435
Ratio Wealth Group
Colorado
$7.34M -$723K -14,650 -8%
ECM
436
Exchange Capital Management
Michigan
$7.32M -$35.3K -715 -0.4%
GC
437
Grimes & Company
Massachusetts
$7.32M -$283K -5,730 -3%
FWM
438
ForthRight Wealth Management
Georgia
$7.31M +$339K +6,865 +4%
RhumbLine Advisers
439
RhumbLine Advisers
Massachusetts
$7.26M -$7.84M -158,880 -50%
WAG
440
Winthrop Advisory Group
Massachusetts
$7.24M -$835K -16,920 -10%
SLT
441
St Louis Trust
Missouri
$7.22M
ABC
442
Associated Banc-Corp
Wisconsin
$7.2M +$47.1K +955 +0.6%
AWM
443
Atticus Wealth Management
Florida
$7.19M +$623K +12,620 +9%
FAIM
444
Financial Advocates Investment Management
Washington
$7.18M -$428K -8,680 -5%
RCAG
445
Rehmann Capital Advisory Group
Michigan
$7.18M +$28.6K +580 +0.4%
IA
446
IFG Advisory
Georgia
$7.16M +$510K +10,330 +7%
BWM
447
Boyd Wealth Management
California
$7.14M +$1.67M +33,750 +27%
CA
448
CoreCap Advisors
Michigan
$7.14M +$761K +15,415 +11%
KTC
449
Kistler-Tiffany Companies
Pennsylvania
$7.03M +$1.98K +40 +0%
PWA
450
Physician Wealth Advisors
Utah
$7.01M +$129K +2,620 +2%

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.