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
HIMC
726
Heritage Investors Management Corp
Maryland
$2.71M +$30.9K +625 +1%
HIA
727
Harbor Investment Advisory
Maryland
$2.71M -$106K -2,145 -3%
VCM
728
Vivaldi Capital Management
Illinois
$2.69M +$288K +5,825 +11%
IWM
729
IHT Wealth Management
Illinois
$2.69M -$74K -1,500 -2%
CW
730
CreativeOne Wealth
Kansas
$2.69M -$287K -5,810 -9%
SWM
731
Scissortail Wealth Management
Oklahoma
$2.66M +$2.32M +46,970 New
AWM
732
Axxcess Wealth Management
California
$2.64M -$336K -6,815 -10%
FIM
733
Fernwood Investment Management
Massachusetts
$2.61M
AIA
734
Armor Investment Advisors
North Carolina
$2.6M +$540K +10,935 +23%
RWRC
735
R.W. Roge & Company
New York
$2.58M -$481K -9,740 -15%
ST
736
Sabal Trust
Florida
$2.56M +$223K +4,510 +9%
VFA
737
Valeo Financial Advisors
Indiana
$2.54M -$242K -4,910 -8%
CBN
738
Cadence Bank NA
Texas
$2.54M -$63.7K -1,290 -2%
HCM
739
Hengehold Capital Management
Ohio
$2.54M +$827K +16,745 +43%
SF
740
Summit Financial
New Jersey
$2.54M -$125K -2,525 -4%
HPC
741
HM Payson & Co
Maine
$2.54M +$12.3K +250 +0.4%
SAM
742
Stone Asset Management
Texas
$2.54M +$202K +4,100 +8%
HNWAG
743
High Net Worth Advisory Group
Florida
$2.52M -$661K -13,380 -19%
BFO
744
Boston Family Office
Massachusetts
$2.5M -$423K -8,565 -13%
TVAMP
745
Tennessee Valley Asset Management Partners
Tennessee
$2.49M +$108K +2,195 +4%
OWA
746
One Wealth Advisors
California
$2.49M -$2.96M -59,930 -52%
AWA
747
Arete Wealth Advisors
Illinois
$2.48M -$429K -8,700 -14%
PCA
748
Providence Capital Advisors
North Carolina
$2.46M +$893K +18,095 +50%
CRC
749
Curi RMB Capital
Illinois
$2.46M -$28.1K -570 -1%
ATWA
750
Arbor Trust Wealth Advisors
Michigan
$2.45M +$216K +4,375 +9%

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.