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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
SFG
851
SevenBridge Financial Group
Pennsylvania
$1.78M -$198K -4,020 -9%
LFAS
852
Level Four Advisory Services
Texas
$1.77M +$115K +2,320 +6%
B
853
Bridgeworth
Alabama
$1.77M +$600K +12,150 +45%
PCMF
854
Private Capital Management (Florida)
Florida
$1.76M +$30.6K +620 +2%
OFS
855
Oldfather Financial Services
Nebraska
$1.75M +$1.98K +40 +0.1%
BFA
856
Beacon Financial Advisory
Ohio
$1.75M +$33.8K +685 +2%
TLFA
857
True Link Financial Advisors
California
$1.74M -$17.5K -355 -0.9%
EWM
858
Endurance Wealth Management
Rhode Island
$1.73M -$16K -325 -0.8%
SPIO
859
Seven Post Investment Office
California
$1.72M +$1.88M +38,025 New
HS
860
Horan Securities
United States
$1.72M -$72.3K -1,465 -4%
NEGWA
861
New England Guild Wealth Advisors
Connecticut
$1.71M +$488K +9,890 +35%
ACIM
862
Azimuth Capital Investment Management
Michigan
$1.71M +$1.86M +37,775 New
KIA
863
KCM Investment Advisors
California
$1.7M -$20.2K -410 -1%
CCMD
864
Cypress Capital Management (Delaware)
Delaware
$1.69M -$152K -3,075 -8%
BWM
865
BerganKDV Wealth Management
Minnesota
$1.69M -$89.1K -1,805 -5%
KFGK
866
Keystone Financial Group (Kentucky)
Kentucky
$1.69M -$42.7K -865 -2%
NCG
867
Newport Capital Group
New Jersey
$1.69M
MW
868
Marcum Wealth
Ohio
$1.68M +$21K +425 +1%
PA
869
Parallel Advisors
California
$1.66M -$168K -3,410 -8%
IP
870
Ignite Planners
California
$1.66M -$118K -2,395 -6%
AA
871
Advisory Alpha
Michigan
$1.65M -$107K -2,175 -6%
AF
872
Advisornet Financial
Minnesota
$1.64M +$30.1K +610 +2%
CS
873
Credit Suisse
Switzerland
$1.64M +$270K +5,470 +18%
TIA
874
Tiemann Investment Advisors
California
$1.64M -$12.3K -250 -0.7%
BA
875
Ballew Advisors
Mississippi
$1.63M +$43.7K +885 +3%

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.