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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
PFG
601
Pacific Financial Group
Washington
$4.12M -$262K -5,315 -6%
CCM
602
Canal Capital Management
Virginia
$4.1M +$61.2K +1,240 +1%
FSG
603
Financial Strategies Group
Michigan
$4.09M +$923K +18,690 +26%
GF
604
Gries Financial
Ohio
$4.08M -$123K -2,490 -3%
CIR
605
Clear Investment Research
Georgia
$4.03M +$199K +4,035 +5%
CFGS
606
Concourse Financial Group Securities
Alabama
$4.01M +$109K +2,210 +3%
RWP
607
Revolve Wealth Partners
New Jersey
$4.01M +$505K +10,235 +13%
FC
608
Financial Council
Maryland
$4M +$198K +4,005 +5%
VFP
609
Verus Financial Partners
Virginia
$4M -$110K -2,225 -3%
PAM
610
Private Asset Management
California
$4M -$491K -9,940 -10%
WWM
611
Windsor Wealth Management
Indiana
$3.97M -$6.7M -135,660 -61%
BCWM
612
Bartlett & Co Wealth Management
Ohio
$3.93M +$436K +8,830 +11%
BC
613
Bartlett & Co
Ohio
$3.93M +$436K +8,830 +11%
FBA
614
Front Barnett Associates
Illinois
$3.88M +$433K +8,770 +11%
TWC
615
TD Waterhouse Canada
Ontario, Canada
$3.88M +$577K +11,690 +19%
CWM
616
Capital Wealth Management
Rhode Island
$3.87M -$229K -4,645 -5%
Kayne Anderson Rudnick Investment Management
617
Kayne Anderson Rudnick Investment Management
California
$3.85M +$2.81M +56,930 +203%
FLA
618
Financial Life Advisors
Texas
$3.84M -$23.7K -480 -0.6%
WP
619
Wealthspan Partners
Iowa
$3.84M -$36.3K -735 -0.9%
LFG
620
Leverty Financial Group
Wisconsin
$3.84M -$161K -3,255 -4%
CL
621
COWA LLC
Oklahoma
$3.82M -$258K -5,220 -6%
FPCG
622
Forum Private Client Group
Indiana
$3.8M +$240K +4,855 +6%
BHIA
623
Birch Hill Investment Advisors
Massachusetts
$3.79M +$15.1K +305 +0.4%
KLI
624
Kelman-Lazarov Inc
Tennessee
$3.79M +$93.3K +1,890 +2%
CI
625
Cavalier Investments
Georgia
$3.78M -$2.73M -55,270 -40%

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.