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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
KCM
751
Karp Capital Management
California
$2.44M -$1.14M -23,020 -30%
PG
752
Patten Group
Tennessee
$2.44M -$59.5K -1,205 -2%
CFD
753
Creative Financial Designs
Indiana
$2.41M +$149K +3,025 +6%
CWM
754
Cranbrook Wealth Management
Michigan
$2.4M +$385K +7,790 +17%
DFA
755
DHK Financial Advisors
New Hampshire
$2.4M +$2.71K +55 +0.1%
GFP
756
Gryphon Financial Partners
Ohio
$2.4M +$12.8K +260 +0.5%
EFL
757
ERn Financial LLC
Wisconsin
$2.39M +$538K +10,905 +26%
CAG
758
Crestwood Advisors Group
Massachusetts
$2.39M -$89.6K -1,815 -3%
PAS
759
Park Avenue Securities
New York
$2.37M +$433K +8,775 +20%
TAM
760
Townsend Asset Management
North Carolina
$2.35M -$31.8K -645 -1%
GC
761
Guggenheim Capital
Illinois
$2.34M -$49.1K -995 -2%
CAM
762
Cozad Asset Management
Illinois
$2.33M -$7.41K -150 -0.3%
PRWA
763
Platte River Wealth Advisors
Colorado
$2.32M +$442K +8,945 +21%
BFG
764
Beacon Financial Group
Texas
$2.31M -$37.3K -755 -1%
SWM
765
SigFig Wealth Management
California
$2.28M -$862K -17,455 -26%
CNB
766
Camden National Bank
Maine
$2.28M -$62.2K -1,260 -2%
MSAM
767
Moloney Securities Asset Management
Missouri
$2.28M +$23.2K +470 +0.9%
SAS
768
Stelac Advisory Services
New York
$2.27M -$153K -3,095 -6%
DFA
769
Delta Financial Advisors
Louisiana
$2.27M
BAM
770
Belpointe Asset Management
Nevada
$2.26M +$197K +3,985 +9%
AWMG
771
Alliance Wealth Management Group
New Jersey
$2.24M +$280K +5,670 +13%
9WM
772
9258 Wealth Management
Ohio
$2.22M -$75.3K -1,525 -3%
BRM
773
Boston Research & Management
Massachusetts
$2.22M +$55.3K +1,120 +2%
SOS
774
Silver Oak Securities
Tennessee
$2.2M -$42.2K -855 -2%
GHA
775
GW Henssler & Associates
Georgia
$2.2M +$128K +2,590 +6%

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.