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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
PFS
601
Prospera Financial Services
Texas
$4.69M +$349K +6,560 +8%
NL
602
NWAM LLC
Washington
$4.67M +$5.59K +105 +0.1%
CFGS
603
Concourse Financial Group Securities
Alabama
$4.64M -$1.92M -36,030 -29%
GTAM
604
Global Trust Asset Management
Florida
$4.6M -$108K -2,025 -2%
WP
605
Wealthspan Partners
Iowa
$4.6M +$52.2K +980 +1%
FLA
606
Financial Life Advisors
Texas
$4.58M +$3.99K +75 +0.1%
TPSF
607
Texas Permanent School Fund
Texas
$4.58M +$2.65M +49,815 +141%
CIR
608
Clear Investment Research
Georgia
$4.57M -$1.24M -23,205 -21%
Prudential Financial
609
Prudential Financial
New Jersey
$4.55M -$1.08M -20,195 -19%
FC
610
Financial Council
Maryland
$4.53M +$281K +5,285 +7%
RWA
611
River Wealth Advisors
Pennsylvania
$4.52M -$32.2K -605 -0.7%
GVAG
612
Great Valley Advisor Group
Delaware
$4.51M -$209K -3,920 -4%
MOS
613
MGO One Seven
Ohio
$4.5M +$56.4K +1,060 +1%
BHIA
614
Birch Hill Investment Advisors
Massachusetts
$4.48M +$663K +12,450 +18%
Koshinski Asset Management
615
Koshinski Asset Management
Illinois
$4.44M -$799 -15 -0%
RIA
616
Regal Investment Advisors
Michigan
$4.43M -$238K -4,475 -5%
RPC
617
Rossmore Private Capital
Connecticut
$4.41M +$326K +6,130 +8%
MCCP
618
Mission Creek Capital Partners
California
$4.41M +$90.8K +1,705 +2%
VFP
619
Verus Financial Partners
Virginia
$4.41M -$708K -13,305 -14%
APA
620
American Portfolios Advisors
New York
$4.4M -$1.65M -31,050 -27%
BBHC
621
Brown Brothers Harriman & Co
New York
$4.4M +$546K +10,260 +14%
KLI
622
Kelman-Lazarov Inc
Tennessee
$4.39M +$209K +3,930 +5%
VC
623
Vestor Capital
Illinois
$4.36M +$354K +6,640 +9%
CFS
624
CRA Financial Services
New Jersey
$4.35M +$43.9K +825 +1%
FPW
625
Flagship Private Wealth
Massachusetts
$4.34M -$453K -8,515 -10%

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.