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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
UBV
826
United Bank (Virginia)
Virginia
$1.86M +$145K +2,930 +8%
AWS
827
AJ Wealth Strategies
New York
$1.86M +$1.68M +33,950 +470%
VIM
828
Vista Investment Management
Pennsylvania
$1.86M +$117K +2,365 +6%
E
829
ETFidea
New York
$1.85M +$22K +445 +1%
KIG
830
Kowal Investment Group
Wisconsin
$1.85M +$133K +2,700 +7%
KW
831
KWB Wealth
California
$1.84M -$364K -7,375 -15%
1IA
832
1834 Investment Advisors
Wisconsin
$1.84M +$261K +5,280 +15%
AT
833
Arvest Trust
Oklahoma
$1.83M -$113K -2,290 -5%
WOSD
834
WFA of San Diego
California
$1.83M -$2.22K -45 -0.1%
SBH
835
Segall Bryant & Hamill
Illinois
$1.83M
FCB
836
First Command Bank
Texas
$1.83M -$443K -8,975 -18%
FCFS
837
First Command Financial Services
Texas
$1.83M -$443K -8,975 -18%
Treasurer of the State of North Carolina
838
Treasurer of the State of North Carolina
North Carolina
$1.82M +$1.98M +40,145 New
LNWWM
839
Laird Norton Wetherby Wealth Management
California
$1.81M -$131K -2,660 -6%
FSWA
840
Financial Synergies Wealth Advisors
Texas
$1.81M -$7.41K -150 -0.4%
RF
841
Rollins Financial
Georgia
$1.81M +$493K +9,990 +33%
WA
842
Waverly Advisors
Alabama
$1.81M +$1.97M +39,975 New
SYBT
843
Stock Yards Bank & Trust
Kentucky
$1.8M +$326K +6,610 +20%
TFS
844
TrustCore Financial Services
Tennessee
$1.8M +$916K +18,555 +87%
OCM
845
Objective Capital Management
Ohio
$1.8M +$12.6K +255 +0.6%
TMWM
846
Taylor & Morgan Wealth Management
Michigan
$1.8M +$71.3K +1,445 +4%
B
847
Bensler
Washington
$1.8M -$1.41M -28,610 -42%
BFEC
848
Benjamin F. Edwards & Company
Missouri
$1.79M +$211K +4,270 +12%
PCMC
849
Private Capital Management (Colorado)
Colorado
$1.79M
EI
850
Ellevest Inc
New York
$1.78M +$169K +3,425 +10%

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.