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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
BB
701
Busey Bank
Illinois
$3.47M +$641K +12,035 +23%
PA
702
PSI Advisors
Florida
$3.45M -$51.4K -965 -1%
PR
703
Payden & Rygel
California
$3.45M
LWMNY
704
Landmark Wealth Management (New York)
New York
$3.45M +$3.42M +64,185 +100%
Deutsche Bank
705
Deutsche Bank
Germany
$3.43M
BFO
706
Boston Family Office
Massachusetts
$3.42M -$301K -5,645 -8%
BIA
707
Bigelow Investment Advisors
Maine
$3.41M +$124K +2,335 +4%
AWA
708
Arete Wealth Advisors
Illinois
$3.4M -$400K -7,505 -11%
UF
709
Univest Financial
Pennsylvania
$3.4M +$73.5K +1,380 +2%
ST
710
Spinnaker Trust
Maine
$3.39M +$101K +1,890 +3%
SWA
711
Stratos Wealth Advisors
Ohio
$3.37M +$270K +5,080 +9%
FTC
712
Farmers Trust Company
Ohio
$3.35M -$43.4K -815 -1%
B
713
Brightworth
Georgia
$3.34M +$1.87M +35,070 +129%
HIA
714
Harbor Investment Advisory
Maryland
$3.33M +$125K +2,340 +4%
BFS
715
Bradley Foster & Sargent
Connecticut
$3.32M +$1.78M +33,430 +118%
OWM
716
Opes Wealth Management
California
$3.32M +$188K +3,530 +6%
MYIA
717
Mount Yale Investment Advisors
Colorado
$3.3M -$103K -1,940 -3%
SIAP
718
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.29M -$250K -4,700 -11%
VFA
719
Valeo Financial Advisors
Indiana
$3.28M +$154K +2,890 +5%
IWM
720
IHT Wealth Management
Illinois
$3.27M -$610K -11,460 -16%
CIC
721
Carnegie Investment Counsel
Ohio
$3.26M +$103K +1,940 +3%
MM
722
Main Management
California
$3.24M
HWIS
723
Hancock Whitney Investment Services
Louisiana
$3.24M -$12.5M -234,215 -80%
SIG
724
Sky Investment Group
Connecticut
$3.23M -$49.2K -925 -2%
TPA
725
Trivium Point Advisory
Connecticut
$3.22M +$133K +2,490 +4%

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.