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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
FWM
526
Frontier Wealth Management
Missouri
$5.99M -$134K -2,525 -2%
CWM
527
Congress Wealth Management
Massachusetts
$5.97M -$1.34M -25,090 -18%
MA
528
Montag & Associates
Georgia
$5.94M -$420K -7,885 -7%
CSA
529
Cottage Street Advisors
Massachusetts
$5.93M +$266 +5 +0%
FNBOO
530
First National Bank of Omaha
Nebraska
$5.92M +$605K +11,365 +11%
CTA
531
Colonial Trust Advisors
South Carolina
$5.91M -$39.9K -750 -0.7%
FFWA
532
FRG Family Wealth Advisors
Washington
$5.88M -$42.6K -800 -0.7%
SFG
533
Summit Financial Group
West Virginia
$5.87M -$433K -8,140 -7%
SSWM
534
Sheets Smith Wealth Management
North Carolina
$5.87M
CWM
535
Cornerstone Wealth Management
Missouri
$5.85M -$65.8K -1,235 -1%
FH
536
FWG Holdings
Florida
$5.84M -$2.19M -41,055 -27%
FC
537
Ferris Capital
Massachusetts
$5.82M +$220K +4,125 +4%
FNBOSM
538
First National Bank of South Miami
Florida
$5.8M +$864K +16,220 +18%
SCM
539
SOL Capital Management
Maryland
$5.76M -$22.6K -425 -0.4%
SFP
540
Sterling Financial Planning
New Jersey
$5.76M -$251K -4,715 -4%
GWAM
541
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.75M +$365K +6,865 +7%
HAC
542
Harbor Advisory Corp
New Hampshire
$5.74M +$1.22M +22,865 +27%
TDWM
543
Topel & Distasi Wealth Management
California
$5.73M +$61K +1,145 +1%
TCM
544
Telos Capital Management
California
$5.71M +$139K +2,620 +3%
WCM
545
Washburn Capital Management
Florida
$5.66M
BCM
546
Boltwood Capital Management
California
$5.64M +$63.9K +1,200 +1%
AF
547
AtlasMark Financial
Texas
$5.59M +$52.4K +985 +1%
PGFC
548
Peapack-Gladstone Financial Corp
New Jersey
$5.58M -$192K -3,615 -3%
LMIM
549
Lockheed Martin Investment Management
Maryland
$5.57M
SXL
550
Summit X LLC
Missouri
$5.57M -$242K -4,545 -4%

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.