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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
HighTower Advisors
51
HighTower Advisors
Illinois
$135M -$534K -10,030 -0.4%
CFG
52
Citizens Financial Group
Rhode Island
$132M +$8.11M +152,260 +7%
HTC
53
Haverford Trust Company
Pennsylvania
$129M +$26.2M +492,970 +26%
APCM
54
Alaska Permanent Capital Management
Alaska
$126M +$1.24M +23,265 +1%
LWA
55
Lenox Wealth Advisors
New York
$124M -$49.8K -935 -0%
MML Investors Services
56
MML Investors Services
Massachusetts
$122M +$7.31M +137,320 +6%
SSB
57
Sandy Spring Bank
Maryland
$120M +$2.08M +39,050 +2%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$118M +$4.08M +76,590 +4%
GT
59
Greenleaf Trust
Michigan
$116M +$1.86M +35,020 +2%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$115M +$1.27M +23,910 +1%
LW
61
Linscomb Wealth
Texas
$106M +$2.23M +41,960 +2%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$105M -$878K -16,495 -0.8%
SIC
63
Sigma Investment Counselors
Michigan
$100M +$2.93M +55,080 +3%
MCM
64
MAI Capital Management
Ohio
$99.1M +$7M +131,560 +8%
BF
65
BOK Financial
Oklahoma
$96.1M -$8M -150,225 -8%
AIA
66
Ally Invest Advisors
North Carolina
$95.8M +$2.19M +41,190 +2%
FMWA
67
Forvis Mazars Wealth Advisors
Missouri
$95.1M +$3.38M +63,570 +4%
WT
68
Whittier Trust
California
$94.5M +$6.93M +130,235 +8%
BFPW
69
BOK Financial Private Wealth
Colorado
$92.6M -$584K -10,975 -0.6%
SHGA
70
Sand Hill Global Advisors
California
$92.1M +$3.29M +61,735 +4%
UCFA
71
United Capital Financial Advisors
Texas
$91.6M -$1.22M -22,835 -1%
State Street
72
State Street
Massachusetts
$90.2M -$2.9M -54,490 -3%
MIA
73
MainStreet Investment Advisors
Illinois
$89.7M -$1.39M -26,015 -2%
FLPIM
74
F.L. Putnam Investment Management
Massachusetts
$89.4M +$3.86M +72,585 +5%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$88.8M -$335K -6,295 -0.4%

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.