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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
PA
626
Pinnacle Associates
New York
$4.31M +$897K +16,855 +27%
MI
627
Moneywise Inc
Virginia
$4.3M -$182K -3,415 -4%
MHS
628
M Holdings Securities
Oregon
$4.3M +$4.26M +80,070 New
SCG
629
Sonata Capital Group
Washington
$4.28M +$10.1K +190 +0.2%
AIMC
630
Alley Investment Management Company
Illinois
$4.25M +$4.22M +79,285 New
BSW
631
Buckingham Strategic Wealth
Missouri
$4.25M +$234K +4,390 +6%
FPCG
632
Forum Private Client Group
Indiana
$4.24M +$4.21M +79,080 New
CAGAS
633
Capital Advisory Group Advisory Services
Minnesota
$4.23M -$1.4M -26,260 -25%
EGP
634
Entrust Global Partners
New York
$4.23M
RWP
635
Revolve Wealth Partners
New Jersey
$4.2M -$39.4K -740 -0.9%
PWP
636
Personal Wealth Partners
Minnesota
$4.19M -$392K -7,355 -9%
BC
637
Bartlett & Co
Ohio
$4.19M +$93.7K +1,760 +2%
BCWM
638
Bartlett & Co Wealth Management
Ohio
$4.19M +$93.7K +1,760 +2%
SAM
639
Securian Asset Management
Minnesota
$4.18M +$236K +4,425 +6%
EW
640
Element Wealth
Mississippi
$4.16M -$137K -2,580 -3%
FBA
641
Front Barnett Associates
Illinois
$4.14M -$32.2K -605 -0.8%
KCM
642
Karp Capital Management
California
$4.13M +$1.48M +27,825 +57%
CNBTD
643
Citizens National Bank Trust Department
Mississippi
$4.13M +$604K +11,345 +16%
CCM
644
Covington Capital Management
California
$4.11M +$549K +10,315 +16%
FA
645
FC Advisory
Pennsylvania
$4.11M +$610K +11,460 +18%
SQA
646
Simon Quick Advisors
New Jersey
$4.11M +$266 +5 +0%
ASW
647
Astoria Strategic Wealth
Texas
$4.11M -$22.1K -415 -0.5%
EFS
648
Essex Financial Services
Connecticut
$4.09M +$379K +7,125 +10%
FFG
649
Ford Financial Group
California
$4.09M -$3.11M -58,365 -43%
PWAG
650
Polaris Wealth Advisory Group
California
$4.08M +$4.16M +78,205 New

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.