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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
FZCM
501
Flynn Zito Capital Management
New York
$5.52M +$6.02M +121,935 New
ZIM
502
Zacks Investment Management
Illinois
$5.51M -$1.17M -23,785 -16%
ACM
503
Armbruster Capital Management
New York
$5.5M +$35.8K +725 +0.6%
DC
504
Davenport & Co
Virginia
$5.46M -$138K -2,800 -2%
CGFA
505
Colton Groome Financial Advisors
North Carolina
$5.45M +$3.82M +77,355 +180%
DWMG
506
DB Wealth Management Group
California
$5.44M +$106K +2,150 +2%
PWW
507
Pettyjohn Wood & White
Virginia
$5.42M -$39.2K -795 -0.7%
JG
508
Jefferies Group
New York
$5.41M +$312K +6,320 +6%
AF
509
AtlasMark Financial
Texas
$5.41M +$760K +15,395 +15%
DAS
510
Dynamic Advisor Solutions
Arizona
$5.41M -$374K -7,580 -6%
TFCP
511
Twin Focus Capital Partners
Massachusetts
$5.4M -$2.96K -60 -0.1%
Brown Advisory
512
Brown Advisory
Maryland
$5.34M -$915K -18,530 -14%
SSW
513
Smith Shellnut Wilson
Mississippi
$5.33M -$17.3K -350 -0.3%
USAA
514
United Services Automobile Association
Texas
$5.32M -$302M -6,127,455 -98%
CFB
515
Cullen/Frost Bankers
Texas
$5.31M -$433K -8,765 -7%
CTC
516
Central Trust Company
Missouri
$5.3M -$542K -10,980 -9%
JWCA
517
J.W. Cole Advisors
Florida
$5.3M -$221K -4,480 -4%
MF
518
Meridian Financial
Massachusetts
$5.27M -$216K -4,380 -4%
SAM
519
Smithbridge Asset Management
Pennsylvania
$5.25M +$3.46K +70 +0.1%
GWAM
520
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.23M +$413K +8,370 +8%
BA
521
Bellwether Advisors
Nebraska
$5.2M -$984K -19,930 -15%
FNBOSM
522
First National Bank of South Miami
Florida
$5.19M +$333K +6,750 +6%
FPAS
523
Focus Partners Advisor Solutions
Missouri
$5.13M +$615K +12,450 +12%
CNBTD
524
Citizens National Bank Trust Department
Mississippi
$5.08M +$1.46M +29,515 +36%
RPC
525
Rossmore Private Capital
Connecticut
$5.08M +$1.48M +29,940 +36%

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.