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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
RCG
801
Regatta Capital Group
California
$2.45M -$204K -3,835 -8%
SOS
802
Silver Oak Securities
Tennessee
$2.45M +$2.5M +46,895 New
CWM
803
Cranbrook Wealth Management
Michigan
$2.43M +$128K +2,405 +6%
GWS
804
Glassman Wealth Services
Virginia
$2.43M +$2.13K +40 +0.1%
TI
805
Truepoint Inc
Ohio
$2.43M +$76.4K +1,435 +3%
AIA
806
Arcadia Investment Advisors
Idaho
$2.42M -$9.32K -175 -0.4%
CFG
807
Cooper Financial Group
California
$2.41M -$298K -5,605 -11%
BFO
808
Biltmore Family Office
North Carolina
$2.41M +$408K +7,655 +21%
WS
809
Wedbush Securities
California
$2.37M -$119K -2,230 -5%
SAM
810
Silvercrest Asset Management
New York
$2.36M +$266 +5 +0%
LC
811
LCNB Corp
Ohio
$2.36M -$153K -2,875 -6%
AWMG
812
Alliance Wealth Management Group
New Jersey
$2.35M +$202K +3,795 +9%
PAS
813
Park Avenue Securities
New York
$2.34M -$899K -16,880 -28%
American Century Companies
814
American Century Companies
Missouri
$2.33M
MFC
815
Morris Financial Concepts
South Carolina
$2.33M +$149K +2,805 +7%
SFG
816
SevenBridge Financial Group
Pennsylvania
$2.33M -$605K -11,365 -21%
CGFA
817
Colton Groome Financial Advisors
North Carolina
$2.31M -$1.48M -27,845 -39%
AT
818
Arvest Trust
Oklahoma
$2.3M +$120K +2,245 +6%
CPC
819
Congress Park Capital
New York
$2.3M -$495K -9,305 -18%
LNWWM
820
Laird Norton Wetherby Wealth Management
California
$2.29M -$121K -2,270 -5%
MWAM
821
Manhattan West Asset Management
California
$2.29M +$2.27M +42,585 New
NB
822
NBT Bank
New York
$2.28M -$9.32K -175 -0.4%
PRWA
823
Platte River Wealth Advisors
Colorado
$2.27M -$1.6K -30 -0.1%
BBHBI
824
B, B, H, & B Inc
Alabama
$2.27M -$110K -2,070 -5%
EFL
825
ERn Financial LLC
Wisconsin
$2.25M +$91K +1,710 +4%

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.