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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
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$375M +$11M +206,505 +3%
US Bancorp
27
US Bancorp
Minnesota
$352M +$7.18M +134,770 +2%
CAM
28
Cresset Asset Management
Illinois
$350M +$9.06M +170,110 +3%
USAA
29
United Services Automobile Association
Texas
$335M -$334K -6,270 -0.1%
V
30
Veritable
Delaware
$321M +$9.92M +186,325 +3%
CCA
31
Catalyst Capital Advisors
New York
$289M +$29.1M +546,430 +11%
MRC
32
Millburn Ridgefield Corp
New York
$289M +$29.1M +546,430 +11%
AA
33
Alesco Advisors
New York
$275M +$13.9M +261,945 +5%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$272M +$6.76M +126,955 +3%
TA
35
Tiedemann Advisors
New York
$257M +$4.23M +79,510 +2%
Creative Planning
36
Creative Planning
Kansas
$247M +$6.22M +116,900 +3%
MERSOM
37
Municipal Employees' Retirement System of Michigan
Michigan
$240M
HT
38
Hefren-Tillotson
Pennsylvania
$228M -$601K -11,280 -0.3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$217M -$831K -15,615 -0.4%
WANY
40
Wealthspire Advisors (New York)
New York
$204M +$9.46M +177,745 +5%
Members Trust
41
Members Trust
Florida
$197M +$6.11M +114,710 +3%
TD Asset Management
42
TD Asset Management
Ontario, Canada
$192M +$44.7M +839,630 +31%
Stifel Financial
43
Stifel Financial
Missouri
$164M +$8.08M +151,840 +5%
UB
44
UMB Bank
Missouri
$158M +$657K +12,345 +0.4%
Osaic Holdings
45
Osaic Holdings
Arizona
$157M +$6.56M +123,140 +4%
Franklin Resources
46
Franklin Resources
California
$155M +$21.8K +410 +0%
HNB
47
Huntington National Bank
Ohio
$143M
LI
48
LVZ Inc
Michigan
$142M +$8.63M +162,105 +7%
SW
49
SVB Wealth
Massachusetts
$139M +$881K +16,550 +0.6%
BIM
50
Bridges Investment Management
Nebraska
$136M +$3M +56,300 +2%

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.