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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
TLFA
851
True Link Financial Advisors
California
$2.09M +$1.79M +33,665 +644%
HS
852
Horan Securities
United States
$2.09M +$182K +3,410 +10%
VIM
853
Vista Investment Management
Pennsylvania
$2.08M +$46.3K +870 +2%
MWM
854
Meridian Wealth Management
Kentucky
$2.07M -$30.3K -570 -1%
EWM
855
Endurance Wealth Management
Rhode Island
$2.07M +$73.7K +1,385 +4%
AA
856
Advisory Alpha
Michigan
$2.07M +$266 +5 +0%
TMWM
857
Taylor & Morgan Wealth Management
Michigan
$2.06M +$219K +4,105 +12%
UBV
858
United Bank (Virginia)
Virginia
$2.05M -$553K -10,380 -21%
PCMF
859
Private Capital Management (Florida)
Florida
$2.05M +$2.04M +38,255 New
KIG
860
Kowal Investment Group
Wisconsin
$2.05M +$605K +11,355 +42%
KFGK
861
Keystone Financial Group (Kentucky)
Kentucky
$2.05M -$10.9K -205 -0.5%
KIA
862
KCM Investment Advisors
California
$2.04M -$16.5K -310 -0.8%
ACM
863
Azimuth Capital Management
Michigan
$2.04M
BFA
864
Beacon Financial Advisory
Ohio
$2.04M +$5.06K +95 +0.3%
FTUS
865
Flow Traders U.S.
New York
$2.03M +$2.01M +37,800 New
DY
866
Dowling & Yahnke
California
$2.01M +$807K +15,160 +68%
NCG
867
Newport Capital Group
New Jersey
$2M -$7.72K -145 -0.4%
LIA
868
LBMC Investment Advisors
Tennessee
$2M -$52.7K -990 -3%
OC
869
Oakworth Capital
Alabama
$2M -$2.66K -50 -0.1%
LFAS
870
Level Four Advisory Services
Texas
$1.98M -$31.4K -590 -2%
MW
871
Marcum Wealth
Ohio
$1.97M +$195K +3,660 +11%
IP
872
Ignite Planners
California
$1.96M +$3.99K +75 +0.2%
TIA
873
Tiemann Investment Advisors
California
$1.96M -$57.5K -1,080 -3%
PCA
874
Providence Capital Advisors
North Carolina
$1.94M +$133K +2,490 +7%
TH
875
TCTC Holdings
Texas
$1.94M +$230K +4,325 +14%

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.