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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
BTWM
501
Baker Tilly Wealth Management
Wisconsin
$6.71M +$565K +10,620 +9%
BWM
502
Boyd Wealth Management
California
$6.66M -$3.07M -57,705 -32%
DC
503
Davenport & Co
Virginia
$6.63M +$580K +10,885 +10%
WS
504
Wela Strategies
Georgia
$6.54M -$9.02M -169,340 -58%
JWCA
505
J.W. Cole Advisors
Florida
$6.53M -$60.4K -1,135 -0.9%
GWMIA
506
Global Wealth Management Investment Advisory
Florida
$6.53M +$1.51M +28,390 +30%
ACM
507
Armbruster Capital Management
New York
$6.49M -$98.5K -1,850 -2%
MF
508
Meridian Financial
Massachusetts
$6.49M +$13.3K +250 +0.2%
PWW
509
Pettyjohn Wood & White
Virginia
$6.47M -$44.7K -840 -0.7%
PB
510
Pinnacle Bancorp
Nebraska
$6.46M +$227K +4,255 +4%
WHG
511
Westwood Holdings Group
Texas
$6.44M -$556K -10,440 -8%
PFA
512
Pettinga Financial Advisors
Indiana
$6.42M +$97.2K +1,825 +2%
SFP
513
Sandbox Financial Partners
Maryland
$6.42M +$2.44M +45,860 +62%
TFCP
514
Twin Focus Capital Partners
Massachusetts
$6.41M +$2.4K +45 +0%
HCM
515
Highview Capital Management
Illinois
$6.36M -$6.99M -131,285 -53%
KOMWMG
516
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.35M +$1.22M +22,835 +24%
SSW
517
Smith Shellnut Wilson
Mississippi
$6.34M -$411K -7,720 -6%
CWM
518
Cahill Wealth Management
Michigan
$6.34M +$6.29M +118,175 New
DWMG
519
DB Wealth Management Group
California
$6.34M +$852K +15,995 +16%
KPWG
520
KFA Private Wealth Group
Virginia
$6.33M +$10.9K +205 +0.2%
WFAG
521
Wescott Financial Advisory Group
Pennsylvania
$6.29M +$5.13M +96,275 +460%
SAM
522
Smithbridge Asset Management
Pennsylvania
$6.22M -$868K -16,310 -12%
OWA
523
One Wealth Advisors
California
$6.17M -$893K -16,775 -13%
AFS
524
AFG Fiduciary Services
Massachusetts
$6.15M -$4.52M -84,840 -43%
JG
525
Jefferies Group
New York
$6.08M +$2.34M +43,930 +63%

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.