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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
3F
726
360 Financial
Minnesota
$3.22M +$149K +2,790 +5%
IGWM
727
ICA Group Wealth Management
Colorado
$3.21M +$3.37M +63,380 New
IA
728
IFG Advisors
Missouri
$3.2M +$462K +8,675 +17%
PCA
729
Permit Capital Advisors
Pennsylvania
$3.19M +$3.16M +59,275 New
HIMC
730
Heritage Investors Management Corp
Maryland
$3.18M +$164K +3,085 +5%
HWM
731
HB Wealth Management
Georgia
$3.17M +$29.5K +555 +0.9%
PWM
732
Perigon Wealth Management
California
$3.17M +$50.6K +950 +2%
BIP
733
Blueprint Investment Partners
North Carolina
$3.16M -$528K -9,910 -14%
PCIA
734
Prime Capital Investment Advisors
Kansas
$3.15M -$487K -9,150 -14%
SF
735
Summit Financial
New Jersey
$3.15M -$256K -4,810 -8%
ASFA
736
All Season Financial Advisors
Colorado
$3.13M +$1.54M +28,995 +99%
FIM
737
Fernwood Investment Management
Massachusetts
$3.1M -$47.6K -895 -2%
CBN
738
Cadence Bank NA
Texas
$3.08M +$39.1K +735 +1%
CWM
739
C2C Wealth Management
Arizona
$3.07M +$2.66K +50 +0.1%
HSA
740
HBK Sorce Advisory
Pennsylvania
$3.06M -$1.06M -19,940 -26%
Lido Advisors
741
Lido Advisors
California
$3.04M +$111K +2,085 +4%
NEPWA
742
New England Private Wealth Advisors
Massachusetts
$3.04M -$979K -18,380 -25%
LA
743
Latitude Advisors
Florida
$3.04M +$1.13M +21,250 +60%
CCMG
744
Clark Capital Management Group
Pennsylvania
$3.04M +$3.01M +56,555 New
P
745
Pitcairn
Pennsylvania
$3.03M +$667K +12,530 +28%
HPC
746
HM Payson & Co
Maine
$3M +$18.4K +345 +0.6%
TC
747
TownSquare Capital
Utah
$2.99M -$1.56M -29,390 -35%
CRC
748
Curi RMB Capital
Illinois
$2.95M +$53.8K +1,010 +2%
JIP
749
Jaffetilchin Investment Partners
Florida
$2.94M -$5.2M -97,645 -61%
CI
750
Cambiar Investors
Colorado
$2.93M -$3.03M -56,865 -51%

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.