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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
MWM
776
MY Wealth Management
Maryland
$2.19M -$7.65K -155 -0.3%
CBB
777
Citizens Business Bank
California
$2.17M -$16.5K -335 -0.7%
GLA
778
Good Life Advisors
Pennsylvania
$2.16M -$152K -3,080 -6%
BFO
779
Biltmore Family Office
North Carolina
$2.15M +$128K +2,595 +6%
HAS
780
HBW Advisory Services
California
$2.11M -$32.1K -650 -1%
HSA
781
HBK Sorce Advisory
Pennsylvania
$2.1M -$518K -10,485 -18%
IC
782
IEQ Capital
California
$2.1M +$13.3K +270 +0.6%
TI
783
Truepoint Inc
Ohio
$2.09M +$44.4K +900 +2%
FCA
784
FinTrust Capital Advisors
South Carolina
$2.07M -$327K -6,620 -13%
MWAM
785
Manhattan West Asset Management
California
$2.06M +$148K +2,995 +7%
FG
786
Fiduciary Group
Georgia
$2.06M +$461K +9,335 +30%
QCIG
787
Quad-Cities Investment Group
Iowa
$2.06M +$209K +4,225 +10%
BFM
788
Broadview Financial Management
Wisconsin
$2.04M -$153K -3,095 -6%
AIA
789
Arcadia Investment Advisors
Idaho
$2.04M -$5.92K -120 -0.3%
CFG
790
Cooper Financial Group
California
$2.04M +$2.71K +55 +0.1%
RRC
791
Relaxing Retirement Coach
Massachusetts
$2.03M +$297K +6,020 +15%
SGK
792
Steigerwald Gordon & Koch
Virginia
$2.03M -$52.1K -1,055 -2%
LWM
793
Lyell Wealth Management
California
$2.02M +$253K +5,115 +13%
MFC
794
Morris Financial Concepts
South Carolina
$2M +$41.5K +840 +2%
SAM
795
Silvercrest Asset Management
New York
$1.99M +$494 +10 +0%
GWS
796
Glassman Wealth Services
Virginia
$1.99M -$61.7K -1,250 -3%
P
797
Pitcairn
Pennsylvania
$1.99M -$619K -12,530 -22%
BHBT
798
Burke & Herbert Bank & Trust
Virginia
$1.99M +$159K +3,220 +8%
TPWA
799
TRUE Private Wealth Advisors
Oregon
$1.98M -$9.33M -188,980 -81%
CPC
800
Congress Park Capital
New York
$1.97M +$35.8K +725 +2%

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.