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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
CAG
751
Crestwood Advisors Group
Massachusetts
$2.93M -$86.5K -1,625 -3%
PCG
752
Private Capital Group
Connecticut
$2.93M +$167K +3,145 +6%
PG
753
Patten Group
Tennessee
$2.89M -$51.4K -965 -2%
HPWM
754
Highland Private Wealth Management
Washington
$2.88M +$30.6K +575 +1%
SAS
755
Stelac Advisory Services
New York
$2.86M -$34.9K -655 -1%
DFA
756
DHK Financial Advisors
New Hampshire
$2.84M +$21.8K +410 +0.8%
TWP
757
Transparent Wealth Partners
Arkansas
$2.84M +$2.82M +52,925 New
CFG
758
Claremont Financial Group
California
$2.84M +$2.89M +54,355 +108,710%
TVAMP
759
Tennessee Valley Asset Management Partners
Tennessee
$2.84M +$70.3K +1,320 +3%
GC
760
Guggenheim Capital
Illinois
$2.83M -$304K -5,710 -10%
VOYA Investment Management
761
VOYA Investment Management
Georgia
$2.83M +$641K +12,040 +30%
GFP
762
Gryphon Financial Partners
Ohio
$2.83M +$154K +2,900 +6%
SW
763
StrongBox Wealth
Missouri
$2.83M -$137K -2,570 -5%
TAM
764
Townsend Asset Management
North Carolina
$2.82M +$17.6K +330 +0.6%
PWMAG
765
Pinnacle Wealth Management Advisory Group
New Jersey
$2.82M +$847K +15,900 +43%
ST
766
Sabal Trust
Florida
$2.8M -$12K -225 -0.4%
SAM
767
Stone Asset Management
Texas
$2.79M +$84.4K +1,585 +3%
CNB
768
Camden National Bank
Maine
$2.77M -$92.1K -1,730 -3%
CAM
769
Cozad Asset Management
Illinois
$2.77M +$354K +6,650 +15%
BFG
770
Beacon Financial Group
Texas
$2.76M +$56.2K +1,055 +2%
PAI
771
Pittenger & Anderson Inc
Nebraska
$2.76M +$589K +11,055 +27%
GLA
772
Good Life Advisors
Pennsylvania
$2.73M +$12K +225 +0.4%
KW
773
KWB Wealth
California
$2.73M
9WM
774
9258 Wealth Management
Ohio
$2.72M +$58.6K +1,100 +2%
CFD
775
Creative Financial Designs
Indiana
$2.7M +$151K +2,845 +6%

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.