We are live on ! Find out more
IJH icon

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
EWM
576
EPG Wealth Management
Georgia
$4.47M -$66.6K -1,350 -1%
PCM
577
Parsons Capital Management
Rhode Island
$4.47M +$75.8K +1,535 +2%
PGWM
578
Parisi Gray Wealth Management
New Jersey
$4.46M +$309K +6,250 +7%
NCM
579
Novare Capital Management
North Carolina
$4.46M -$116K -2,340 -2%
WFA
580
Wellspring Financial Advisors
Ohio
$4.43M -$2.68M -54,200 -0.9%
LPT
581
Legacy Private Trust
Wisconsin
$4.38M +$39.2K +795 +0.8%
FC
582
FCA Corp
Texas
$4.38M -$41.2K -835 -0.9%
WQ
583
Wealth Quarterback
New Jersey
$4.37M +$4.76M +96,525 New
LF
584
LifeSteps Financial
California
$4.36M -$71.3K -1,445 -1%
TA
585
Tectonic Advisors
Texas
$4.33M
VVP
586
Venture Visionary Partners
Ohio
$4.32M -$55K -1,115 -1%
HI
587
Harbour Investments
Wisconsin
$4.31M +$4.71M +95,350 New
AWP
588
Accretive Wealth Partners
New Jersey
$4.31M +$113K +2,285 +2%
NL
589
NWAM LLC
Washington
$4.25M +$334K +6,775 +8%
EVM
590
Eaton Vance Management
Massachusetts
$4.25M -$77.5K -1,570 -2%
OWM
591
Olympus Wealth Management
Utah
$4.23M +$24.2K +490 +0.5%
PCM
592
Pennsylvania Capital Management
Pennsylvania
$4.19M -$322K -6,530 -7%
SWA
593
SOA Wealth Advisors
New York
$4.19M -$319K -6,455 -7%
SI
594
Stephens Inc
Arkansas
$4.17M -$118K -2,400 -3%
FFMBT
595
First Farmers & Merchants Bank Trust
Tennessee
$4.17M +$9.38K +190 +0.2%
GVAG
596
Great Valley Advisor Group
Delaware
$4.15M +$396K +8,030 +10%
TFA
597
Trinity Financial Advisors
Ohio
$4.15M -$409K -8,295 -8%
GTAM
598
Global Trust Asset Management
Florida
$4.14M +$284K +5,750 +7%
WCM
599
Washburn Capital Management
Florida
$4.13M -$699K -14,150 -13%
OCM
600
Orion Capital Management
California
$4.12M +$68.1K +1,380 +2%

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.