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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
LPT
576
Legacy Private Trust
Wisconsin
$5.15M -$32.7K -615 -0.6%
CT
577
Coastline Trust
Rhode Island
$5.15M -$21.3K -400 -0.4%
TA
578
Tectonic Advisors
Texas
$5.14M
CIC
579
Cornercap Investment Counsel
Georgia
$5.14M +$5.1M +95,765 New
GFS
580
GYL Financial Synergies
Connecticut
$5.13M -$950K -17,850 -16%
EVM
581
Eaton Vance Management
Massachusetts
$5.12M +$1.03M +19,420 +26%
DWT
582
Dorsey & Whitney Trust
South Dakota
$5.1M +$51.6K +970 +1%
MCC
583
Money Concepts Capital
Florida
$5.09M +$2.23M +41,805 +79%
SI
584
Stephens Inc
Arkansas
$5.07M -$2.37M -44,585 -32%
BMD
585
Better Money Decisions
New Mexico
$5M +$325K +6,110 +7%
OWM
586
Olympus Wealth Management
Utah
$4.99M +$696K +13,075 +16%
AWP
587
Accretive Wealth Partners
New Jersey
$4.99M +$4.95M +93,020 New
GF
588
Gries Financial
Ohio
$4.97M +$28.2K +530 +0.6%
PGWM
589
Parisi Gray Wealth Management
New Jersey
$4.96M -$2.65M -49,800 -35%
FFMBT
590
First Farmers & Merchants Bank Trust
Tennessee
$4.93M -$86.3K -1,620 -2%
PPWM
591
PFG Private Wealth Management
Florida
$4.91M +$153K +2,865 +3%
MWM
592
Mascoma Wealth Management
New Hampshire
$4.9M +$592K +11,120 +14%
FFS
593
Founders Financial Securities
Maryland
$4.87M -$204K -3,825 -4%
CWM
594
Capital Wealth Management
Rhode Island
$4.84M -$114K -2,140 -2%
CL
595
COWA LLC
Oklahoma
$4.82M -$599K -11,250 -11%
OCM
596
Orion Capital Management
California
$4.82M -$799 -15 -0%
GSWM
597
Golden State Wealth Management
California
$4.8M +$1.45M +27,235 +44%
CCM
598
Canal Capital Management
Virginia
$4.79M +$202K +3,800 +4%
SF
599
Synovus Financial
Georgia
$4.76M +$25.8K +485 +0.5%
LFG
600
Leverty Financial Group
Wisconsin
$4.73M -$10.4K -195 -0.2%

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.