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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
GWM
826
Geneos Wealth Management
Colorado
$2.23M -$750K -14,080 -25%
BWL
827
Bogart Wealth LLC
Virginia
$2.23M
PFGIA
828
Patriot Financial Group Insurance Agency
Massachusetts
$2.22M -$108K -2,030 -5%
JCM
829
Jacobi Capital Management
Pennsylvania
$2.22M +$57.8K +1,085 +3%
QCIG
830
Quad-Cities Investment Group
Iowa
$2.22M +$225K +4,220 +11%
TGAM
831
TBH Global Asset Management
Tennessee
$2.2M -$66.6K -1,250 -3%
BONH
832
Bank of New Hampshire
New Hampshire
$2.19M -$69.2K -1,300 -3%
PA
833
Parallel Advisors
California
$2.19M -$20.5K -385 -1%
BHBT
834
Burke & Herbert Bank & Trust
Virginia
$2.18M +$17K +320 +0.8%
NSB
835
Norway Savings Bank
Maine
$2.18M +$226K +4,240 +12%
E
836
ETFidea
New York
$2.17M +$14.9K +280 +0.7%
WOSD
837
WFA of San Diego
California
$2.17M -$197K -3,700 -8%
CCMD
838
Cypress Capital Management (Delaware)
Delaware
$2.17M +$75.3K +1,415 +4%
SBH
839
Segall Bryant & Hamill
Illinois
$2.17M +$2.15M +40,405 New
FSWA
840
Financial Synergies Wealth Advisors
Texas
$2.15M +$6.39K +120 +0.3%
OCM
841
Objective Capital Management
Ohio
$2.12M +$70.8K +1,330 +3%
IAS
842
Investment Advisory Services
Texas
$2.12M -$2.13K -40 -0.1%
LWM
843
Lyell Wealth Management
California
$2.12M +$671K +12,600 +47%
BWCS
844
Beirne Wealth Consulting Services
Connecticut
$2.12M +$6.39K +120 +0.3%
AG
845
Ascent Group
Virginia
$2.11M -$442K -8,295 -17%
HCM
846
Hengehold Capital Management
Ohio
$2.11M -$22.9K -430 -1%
CFFP
847
Center for Financial Planning
Michigan
$2.11M +$233K +4,375 +13%
BWM
848
BerganKDV Wealth Management
Minnesota
$2.1M -$14.9K -280 -0.7%
ACM
849
Advisors Capital Management
New Jersey
$2.1M +$1.26M +23,595 +153%
RRC
850
Relaxing Retirement Coach
Massachusetts
$2.09M -$24.8K -465 -1%

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.