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
CFG
51
Citizens Financial Group
Rhode Island
$108M -$3.98M -80,670 -3%
APCM
52
Alaska Permanent Capital Management
Alaska
$106M +$292K +5,910 +0.3%
SSB
53
Sandy Spring Bank
Maryland
$102M +$632K +12,805 +0.6%
JMPWA
54
JP Morgan Private Wealth Advisors
California
$102M +$2.87M +58,130 +3%
GT
55
Greenleaf Trust
Michigan
$97.8M +$283K +5,730 +0.3%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$95.9M -$2.22M -45,015 -2%
MCM
57
MAI Capital Management
Ohio
$88.3M +$5.16M +104,520 +6%
Natixis Advisors
58
Natixis Advisors
Massachusetts
$87.3M +$28.7M +581,925 +43%
LW
59
Linscomb Wealth
Texas
$86.6M -$2.66M -53,840 -3%
SIC
60
Sigma Investment Counselors
Michigan
$86.1M +$1.58M +32,040 +2%
BF
61
BOK Financial
Oklahoma
$81.7M +$774K +15,670 +0.9%
AIA
62
Ally Invest Advisors
North Carolina
$81.7M +$981K +19,870 +1%
BFPW
63
BOK Financial Private Wealth
Colorado
$81.4M +$3.63M +73,495 +4%
WT
64
Whittier Trust
California
$79.4M -$238K -4,815 -0.3%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$78.5M +$3.98M +80,675 +5%
SHGA
66
Sand Hill Global Advisors
California
$77.9M +$225K +4,550 +0.3%
FLPIM
67
F.L. Putnam Investment Management
Massachusetts
$76.9M +$1.74M +35,150 +2%
UCFA
68
United Capital Financial Advisors
Texas
$76.4M -$976K -19,775 -1%
State Street
69
State Street
Massachusetts
$75.9M -$106K -2,150 -0.1%
FT
70
Fiduciary Trust
Massachusetts
$73.7M +$1.07M +21,600 +1%
FMWA
71
Forvis Mazars Wealth Advisors
Missouri
$72.9M -$7.95M -161,065 -9%
LWMT
72
Legacy Wealth Management (Tennessee)
Tennessee
$71.9M -$447K -9,060 -0.6%
MIA
73
MainStreet Investment Advisors
Illinois
$71.7M -$4.3M -87,095 -5%
RMDI
74
R.M. Davis Inc
Maine
$70.9M +$11.6M +235,975 +18%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70.6M +$139K +2,820 +0.2%

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.