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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
SIC
901
Samalin Investment Counsel
New York
$1.84M +$180K +3,375 +11%
BWM
902
BigSur Wealth Management
Florida
$1.84M
CA
903
Claro Advisors
Massachusetts
$1.84M
MTIC
904
Missouri Trust & Investment Company
Missouri
$1.83M
RIM
905
Rockbridge Investment Management
New York
$1.82M +$23.4K +440 +1%
RG
906
Rathbones Group
United Kingdom
$1.81M +$15.2K +285 +0.9%
MFW
907
Meristem Family Wealth
Minnesota
$1.8M -$7.99K -150 -0.4%
SFI
908
SPC Financial Inc
Maryland
$1.79M +$240K +4,505 +16%
EB
909
Eastern Bank
Massachusetts
$1.79M -$698K -13,105 -28%
CAL
910
Capital Advisors Ltd
Ohio
$1.79M +$52.7K +990 +3%
SYBT
911
Stock Yards Bank & Trust
Kentucky
$1.79M -$510K -9,570 -22%
PCMC
912
Private Capital Management (Colorado)
Colorado
$1.79M -$103K -1,940 -6%
MA
913
MBA Advisors
Pennsylvania
$1.79M
GFG
914
Greystone Financial Group
Michigan
$1.78M -$558K -10,490 -24%
PPP
915
Private Portfolio Partners
New Jersey
$1.77M +$983K +18,465 +128%
OWA
916
Outlook Wealth Advisors
Texas
$1.76M -$35.1K -660 -2%
HC
917
HNP Capital
New York
$1.75M -$76.9K -1,445 -4%
VRM
918
Vectors Research Management
New York
$1.75M -$76.9K -1,445 -4%
ACM
919
Ategra Capital Management
Virginia
$1.74M -$73.5K -1,380 -4%
MIM
920
Macroview Investment Management
Maryland
$1.73M +$7.45K +140 +0.4%
GC
921
Gilbert & Cook
Iowa
$1.73M +$88.6K +1,665 +5%
LB
922
Leo Brokerage
Texas
$1.72M +$1.71M +32,040 New
CAAM
923
Cornerstone Advisors Asset Management
Pennsylvania
$1.7M -$29.5K -555 -2%
BFC
924
Bedel Financial Consulting
Indiana
$1.7M
CC
925
Corsicana & Co
Texas
$1.69M +$67.9K +1,275 +4%

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.