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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
GSWM
476
Greenup Street Wealth Management
Michigan
$6.18M +$3.52M +71,365 +109%
CFA
477
Cahill Financial Advisors
Minnesota
$6.12M +$36.3K +735 +0.5%
KOMWMG
478
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.12M +$834K +16,900 +14%
MA
479
MUFG Americas
New York
$6.09M -$235K -4,765 -3%
PG
480
Proffitt & Goodson
Tennessee
$6.08M +$393K +7,970 +6%
MCM
481
Magnolia Capital Management
New York
$6.07M
BOH
482
Bank of Hawaii
Hawaii
$6.05M
Chevy Chase Trust
483
Chevy Chase Trust
Maryland
$6M -$259K -5,245 -4%
CIAS
484
Capital Investment Advisory Services
North Carolina
$5.99M -$80K -1,620 -1%
GIA
485
GHP Investment Advisors
Colorado
$5.93M +$74K +1,500 +1%
WB
486
WesBanco Bank
West Virginia
$5.9M -$132K -2,665 -2%
HAC
487
Harbor Advisory Corp
New Hampshire
$5.88M +$1.13M +22,845 +21%
WS
488
Wela Strategies
Georgia
$5.85M +$373K +7,555 +6%
RWG
489
Regal Wealth Group
California
$5.83M -$43.7K -885 -0.7%
BTWM
490
Baker Tilly Wealth Management
Wisconsin
$5.79M +$151K +3,065 +2%
PMG
491
ProVise Management Group
Florida
$5.72M -$40.2K -815 -0.6%
AL
492
Aspiriant LLC
California
$5.71M -$243K -4,930 -4%
PTC
493
Private Trust Company
Ohio
$5.71M +$25.4K +515 +0.4%
SFA
494
Sequoia Financial Advisors
Ohio
$5.65M -$539K -10,915 -8%
CWM
495
Cahill Wealth Management
Michigan
$5.65M +$330K +6,690 +6%
HCM
496
Highview Capital Management
Illinois
$5.56M +$214K +4,345 +4%
PFA
497
Pettinga Financial Advisors
Indiana
$5.55M +$153K +3,105 +3%
MC
498
Middleton & Co
Massachusetts
$5.55M -$150K -3,040 -2%
SFP
499
Sandbox Financial Partners
Maryland
$5.55M +$146K +2,965 +2%
KPWG
500
KFA Private Wealth Group
Virginia
$5.52M +$193K +3,900 +3%

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.