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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
EI
876
Ellevest Inc
New York
$1.93M +$13K +245 +0.7%
CSPIA
877
Cary Street Partners Investment Advisory
Virginia
$1.92M +$11.7K +220 +0.6%
USCWA
878
U.S. Capital Wealth Advisors
Texas
$1.92M +$1.27M +23,880 +200%
AAMC
879
Asset Allocation & Management Company
Illinois
$1.92M +$137K +2,575 +8%
AF
880
Advisornet Financial
Minnesota
$1.92M -$9.85K -185 -0.5%
WGCA
881
Wolf Group Capital Advisors
Virginia
$1.92M -$2.17M -40,825 -53%
BJL
882
Brighton Jones LLC
Washington
$1.91M +$278K +5,230 +17%
BF
883
Blankinship & Foster
California
$1.9M -$25K -470 -1%
MMHP
884
Murphy Middleton Hinkle & Parker
Georgia
$1.9M -$2.4K -45 -0.1%
BFEC
885
Benjamin F. Edwards & Company
Missouri
$1.9M +$32.2K +605 +2%
1IA
886
1834 Investment Advisors
Wisconsin
$1.9M -$172K -3,240 -8%
CSIC
887
Clifford Swan Investment Counsel
California
$1.89M
PGWM
888
Pitti Group Wealth Management
New York
$1.89M +$215K +4,035 +13%
BB
889
Berkshire Bank
Massachusetts
$1.87M +$799 +15 +0%
SFG
890
Sovereign Financial Group
Connecticut
$1.87M -$581K -10,905 -24%
KBFS
891
Kohmann Bosshard Financial Services
Ohio
$1.87M +$23.4K +440 +1%
V
892
VeraBank
Texas
$1.87M -$29K -545 -2%
CAG
893
Csenge Advisory Group
Florida
$1.86M +$357K +6,705 +24%
BA
894
Ballew Advisors
Mississippi
$1.86M +$327K +6,135 +21%
FHA
895
Flagship Harbor Advisors
Massachusetts
$1.85M -$80.7K -1,515 -4%
WDL
896
Well Done LLC
Michigan
$1.85M +$68.4K +1,285 +4%
WP
897
WealthPLAN Partners
Nebraska
$1.84M -$5.59K -105 -0.3%
WIM
898
WealthPlan Investment Management
Nebraska
$1.84M +$1.97M +36,985 New
OFS
899
Oldfather Financial Services
Nebraska
$1.84M -$32.2K -605 -2%
EK
900
Evensky & Katz
Florida
$1.84M -$63.1K -1,185 -3%

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.