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
Koshinski Asset Management
626
Koshinski Asset Management
Illinois
$3.75M +$10.1K +205 +0.2%
RWIA
627
Roger Wittlin Investment Advisory
California
$3.75M +$4.09M +82,790 New
CAGAS
628
Capital Advisory Group Advisory Services
Minnesota
$3.74M -$21.2K -430 -0.5%
RIA
629
Regal Investment Advisors
Michigan
$3.74M +$4.69K +95 +0.1%
APA
630
American Portfolios Advisors
New York
$3.72M +$11.1K +225 +0.3%
BBHC
631
Brown Brothers Harriman & Co
New York
$3.71M +$5.92K +120 +0.1%
RWA
632
River Wealth Advisors
Pennsylvania
$3.7M -$117K -2,370 -3%
PPWM
633
PFG Private Wealth Management
Florida
$3.7M -$484K -9,805 -11%
MCCP
634
Mission Creek Capital Partners
California
$3.69M -$25.9K -525 -0.6%
CFS
635
CRA Financial Services
New Jersey
$3.68M +$21K +425 +0.5%
IGWM
636
ICA Group Wealth Management
Colorado
$3.68M +$398K +8,065 +13%
VC
637
Vestor Capital
Illinois
$3.65M -$30.4K -615 -0.8%
CAM
638
Campion Asset Management
Virginia
$3.65M +$432K +8,745 +12%
EFS
639
Essex Financial Services
Connecticut
$3.62M +$184K +3,735 +5%
SCG
640
Sonata Capital Group
Washington
$3.61M +$2.47K +50 +0.1%
AIMC
641
Alley Investment Management Company
Illinois
$3.59M +$740 +15 +0%
EGP
642
Entrust Global Partners
New York
$3.58M
PFS
643
Prospera Financial Services
Texas
$3.56M -$428K -8,665 -10%
MOS
644
MGO One Seven
Ohio
$3.5M -$316K -6,395 -8%
SAM
645
Securian Asset Management
Minnesota
$3.5M -$24.7K -500 -0.6%
CI
646
CX Institutional
Indiana
$3.45M +$3.77M +76,275 New
CCM
647
Covington Capital Management
California
$3.45M -$19.3K -390 -0.5%
EW
648
Element Wealth
Mississippi
$3.45M -$70.8K -1,435 -2%
MI
649
Moneywise Inc
Virginia
$3.44M -$202K -4,085 -5%
SWA
650
Stratos Wealth Advisors
Ohio
$3.43M +$651K +13,185 +21%

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.