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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
Barclays
776
Barclays
United Kingdom
$2.69M +$923K +17,340 +53%
DFA
777
Delta Financial Advisors
Louisiana
$2.69M +$266 +5 +0%
MSAM
778
Moloney Securities Asset Management
Missouri
$2.68M -$113K -2,120 -4%
FCA
779
FinTrust Capital Advisors
South Carolina
$2.68M -$75.3K -1,415 -3%
WPC
780
Wedmont Private Capital
Pennsylvania
$2.67M +$1.87M +35,075 +242%
ATWA
781
Arbor Trust Wealth Advisors
Michigan
$2.67M -$301K -5,650 -10%
FCB
782
First Command Bank
Texas
$2.65M -$460K -8,645 -15%
FCFS
783
First Command Financial Services
Texas
$2.65M -$226K -4,245 -8%
VCM
784
Vivaldi Capital Management
Illinois
$2.61M -$169K -3,165 -6%
MWM
785
MY Wealth Management
Maryland
$2.6M -$47.1K -885 -2%
CBB
786
Citizens Business Bank
California
$2.6M -$1.86K -35 -0.1%
BFM
787
Broadview Financial Management
Wisconsin
$2.59M +$18.4K +345 +0.7%
BRM
788
Boston Research & Management
Massachusetts
$2.57M +$42.6K +800 +2%
HCA
789
Heck Capital Advisors
Wisconsin
$2.56M -$26.6K -500 -1%
HAS
790
HBW Advisory Services
California
$2.54M +$64.7K +1,215 +3%
Neuberger Berman Group
791
Neuberger Berman Group
New York
$2.53M +$709K +13,310 +39%
LWM
792
Lionsbridge Wealth Management
Florida
$2.53M +$884K +16,600 +54%
RT
793
Rockland Trust
Massachusetts
$2.53M -$212K -3,975 -8%
CCG
794
Cypress Capital Group
Florida
$2.5M +$171K +3,215 +7%
CC
795
Cadinha & Co
Hawaii
$2.5M -$315K -5,920 -11%
AIA
796
Armor Investment Advisors
North Carolina
$2.5M +$1.43M +26,905 +137%
IC
797
IEQ Capital
California
$2.48M -$70.8K -1,330 -3%
GHA
798
GW Henssler & Associates
Georgia
$2.47M -$90.5K -1,700 -4%
BAM
799
Belpointe Asset Management
Nevada
$2.47M +$176K +3,300 +8%
SGK
800
Steigerwald Gordon & Koch
Virginia
$2.46M -$49K -920 -2%

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.