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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
T
651
TCWP
Ohio
$4M -$37.5K -705 -0.9%
WP
652
WealthSource Partners
California
$3.99M +$2.31M +43,370 +140%
SFG
653
Sather Financial Group
Texas
$3.96M
BRWA
654
B. Riley Wealth Advisors
Florida
$3.94M -$1.21M -22,675 -24%
PCM
655
Perritt Capital Management
Illinois
$3.94M +$73.2K +1,375 +2%
JFG
656
JMG Financial Group
Illinois
$3.93M +$3.17M +59,500 +431%
BFWA
657
Benchmark Financial Wealth Advisors
Florida
$3.93M -$79.1K -1,485 -2%
HCC
658
Hirtle Callaghan & Co
Pennsylvania
$3.93M
TA
659
TruWealth Advisors
Louisiana
$3.92M +$172K +3,225 +5%
UL
660
Unionview LLC
Washington
$3.92M +$560K +10,510 +17%
NL
661
NEPC LLC
Massachusetts
$3.89M -$1.19M -22,440 -24%
BFS
662
Bard Financial Services
Connecticut
$3.87M
TWC
663
TD Waterhouse Canada
Ontario, Canada
$3.86M +$265K +4,980 +9%
CAM
664
Campion Asset Management
Virginia
$3.85M -$9.32K -175 -0.2%
MP
665
McDonald Partners
Ohio
$3.85M +$3.82M +71,770 New
FSG
666
Financial Strategies Group
Michigan
$3.85M -$29.8K -560 -0.8%
WJA
667
Willis Johnson & Associates
Texas
$3.85M -$141K -2,645 -4%
PFA
668
Pinnacle Family Advisors
Missouri
$3.85M +$2.97M +55,865 +354%
CCM
669
Crew Capital Management
Ohio
$3.83M -$361K -6,785 -9%
WA
670
Wealth Alliance
New York
$3.82M -$23.7K -445 -0.6%
VPW
671
Vericrest Private Wealth
Pennsylvania
$3.81M -$127K -2,380 -3%
SWP
672
Summit Wealth Partners
Florida
$3.8M +$85.7K +1,610 +2%
WAM
673
Weinberger Asset Management
California
$3.79M -$3.73K -70 -0.1%
TSWM
674
Triangle Securities Wealth Management
North Carolina
$3.78M +$362K +6,795 +11%
MWP
675
Moller Wealth Partners
$3.76M

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.