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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
TSWM
651
Triangle Securities Wealth Management
North Carolina
$3.43M +$265K +5,375 +8%
FPW
652
Flagship Private Wealth
Massachusetts
$3.41M -$274K -5,555 -7%
CIAS
653
CFS Investment Advisory Services
New Jersey
$3.4M -$963M -19,516,425 -100%
TA
654
TruWealth Advisors
Louisiana
$3.39M +$88.4K +1,790 +2%
NMG
655
New Millennium Group
Utah
$3.37M +$3.67M +74,440 New
SFG
656
Sather Financial Group
Texas
$3.35M +$8.39K +170 +0.2%
HCC
657
Hirtle Callaghan & Co
Pennsylvania
$3.35M +$37.8K +765 +1%
T
658
TCWP
Ohio
$3.34M -$37.8K -765 -1%
PCM
659
Perritt Capital Management
Illinois
$3.33M +$13.6K +275 +0.4%
HWM
660
HB Wealth Management
Georgia
$3.31M +$698K +14,135 +24%
BFWA
661
Benchmark Financial Wealth Advisors
Florida
$3.3M -$15.6K -315 -0.4%
BRWA
662
B. Riley Wealth Advisors
Florida
$3.29M -$26.2K -530 -0.7%
IA
663
IFG Advisors
Missouri
$3.28M +$633K +12,830 +22%
NL
664
NEPC LLC
Massachusetts
$3.28M
BFS
665
Bard Financial Services
Connecticut
$3.26M
MP
666
McDonald Partners
Ohio
$3.24M -$9.87K -200 -0.3%
CCM
667
Crew Capital Management
Ohio
$3.23M +$9.38K +190 +0.3%
ACM
668
AUA Capital Management
Pennsylvania
$3.23M +$173K +3,495 +5%
Lido Advisors
669
Lido Advisors
California
$3.22M +$716K +14,505 +26%
WJA
670
Willis Johnson & Associates
Texas
$3.21M -$35.3K -715 -1%
GSB
671
Greenfield Savings Bank
Massachusetts
$3.2M +$3.49M +70,685 New
UL
672
Unionview LLC
Washington
$3.18M -$132K -2,665 -4%
MWP
673
Moller Wealth Partners
$3.17M
VPW
674
Vericrest Private Wealth
Pennsylvania
$3.16M -$59K -1,195 -2%
WAM
675
Weinberger Asset Management
California
$3.15M -$48.1K -975 -1%

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.