We are live on ! Find out more
IJH icon

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
FHA
876
Flagship Harbor Advisors
Massachusetts
$1.63M +$74.8K +1,515 +4%
USCWA
877
U.S. Capital Wealth Advisors
Texas
$1.62M +$1.73K +35 +0.1%
CA
878
Claro Advisors
Massachusetts
$1.62M +$168K +3,405 +10%
AAMC
879
Asset Allocation & Management Company
Illinois
$1.62M
WGCA
880
Wolf Group Capital Advisors
Virginia
$1.61M -$2.22K -45 -0.1%
PFA
881
Pinnacle Family Advisors
Missouri
$1.61M -$1.78M -36,130 -50%
IAS
882
Investment Advisory Services
Texas
$1.6M -$201K -4,075 -10%
TH
883
TCTC Holdings
Texas
$1.6M -$33.1K -670 -2%
KBFS
884
Kohmann Bosshard Financial Services
Ohio
$1.6M +$27.6K +560 +2%
FAM
885
Forte Asset Management
New York
$1.6M +$1.74M +35,320 New
WDL
886
Well Done LLC
Michigan
$1.6M +$42K +850 +2%
CSIC
887
Clifford Swan Investment Counsel
California
$1.59M
CAG
888
Csenge Advisory Group
Florida
$1.59M +$20.7K +420 +1%
VRM
889
Vectors Research Management
New York
$1.58M +$114K +2,305 +7%
PGWM
890
Pitti Group Wealth Management
New York
$1.58M -$18.3K -370 -1%
CC
891
Cadinha & Co
Hawaii
$1.57M -$584K -11,835 -25%
BF
892
Blankinship & Foster
California
$1.57M -$34.8K -705 -2%
SFG
893
Sovereign Financial Group
Connecticut
$1.57M -$8.39K -170 -0.5%
PTC
894
Philadelphia Trust Company
Pennsylvania
$1.56M +$1.36M +27,470 +386%
EK
895
Evensky & Katz
Florida
$1.55M +$5.18K +105 +0.3%
BWM
896
BigSur Wealth Management
Florida
$1.55M
TPA
897
Trivium Point Advisory
Connecticut
$1.55M -$1.4M -28,315 -46%
RG
898
Rathbones Group
United Kingdom
$1.54M +$21.2K +430 +1%
MTIC
899
Missouri Trust & Investment Company
Missouri
$1.54M
BB
900
Berkshire Bank
Massachusetts
$1.54M -$40.2K -815 -2%

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.