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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
DWT
551
Dorsey & Whitney Trust
South Dakota
$4.8M +$545K +11,040 +12%
SXL
552
Summit X LLC
Missouri
$4.77M +$89.6K +1,815 +2%
FNBOO
553
First National Bank of Omaha
Nebraska
$4.76M -$248K -5,030 -5%
SFP
554
Sterling Financial Planning
New Jersey
$4.76M -$101K -2,055 -2%
BCMO
555
Buckingham Capital Management (Ohio)
Ohio
$4.74M +$1.95M +39,475 +60%
BWA
556
Bordeaux Wealth Advisors
California
$4.74M +$54.8K +1,110 +1%
CFO
557
CVA Family Office
Colorado
$4.73M +$79.2K +1,605 +2%
AWAP
558
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$4.72M +$109K +2,210 +2%
PGFC
559
Peapack-Gladstone Financial Corp
New Jersey
$4.71M +$8.89K +180 +0.2%
5L
560
55I LLC
Massachusetts
$4.71M -$1.48M -30,060 -22%
LMIM
561
Lockheed Martin Investment Management
Maryland
$4.69M
LIA
562
LBMC Investment Advisors
Tennessee
$4.69M +$3.28M +66,360 +178%
SFG
563
Summit Financial Group
West Virginia
$4.64M -$333K -6,740 -6%
PFA
564
Pure Financial Advisors
California
$4.64M +$230K +4,650 +5%
BMD
565
Better Money Decisions
New Mexico
$4.64M +$462K +9,365 +10%
SBLIC
566
Security Benefit Life Insurance Company
Kansas
$4.64M
MWM
567
Mascoma Wealth Management
New Hampshire
$4.63M +$546K +11,055 +12%
FTS
568
Fifth Third Securities
Ohio
$4.63M +$5.05M +102,330 New
DJYG
569
David J. Yvars Group
Florida
$4.59M -$93.3K -1,890 -2%
AI
570
Atria Investments
North Carolina
$4.56M +$133K +2,690 +3%
FA
571
Flagstar Advisors
New York
$4.54M -$10.9K -220 -0.2%
CT
572
Coastline Trust
Rhode Island
$4.53M +$210K +4,245 +4%
VOYA Investment Management
573
VOYA Investment Management
Georgia
$4.53M +$2.34M +47,350 +90%
SF
574
Synovus Financial
Georgia
$4.52M +$555K +11,245 +13%
IF
575
Intrua Financial
Texas
$4.49M -$201K -4,065 -4%

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.