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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
ANBT
901
American National Bank & Trust
Texas
$1.54M +$1.18M +23,845 +235%
CAL
902
Capital Advisors Ltd
Ohio
$1.53M +$19K +385 +1%
SIC
903
Samalin Investment Counsel
New York
$1.53M -$26.9K -545 -2%
V
904
VeraBank
Texas
$1.52M -$62.4K -1,265 -4%
Renaissance Technologies
905
Renaissance Technologies
New York
$1.52M +$889K +18,000 +116%
IP
906
Investment Partners
Ohio
$1.51M +$97.7K +1,980 +6%
SIC
907
Salem Investment Counselors
North Carolina
$1.51M +$198K +4,005 +14%
MMHP
908
Murphy Middleton Hinkle & Parker
Georgia
$1.51M -$100K -2,025 -6%
PPP
909
Private Portfolio Partners
New Jersey
$1.48M -$8.39K -170 -0.5%
OC
910
Oakworth Capital
Alabama
$1.48M -$221K -4,475 -12%
EB
911
Eastern Bank
Massachusetts
$1.48M -$37.5K -760 -2%
HC
912
HNP Capital
New York
$1.46M -$18.3K -370 -1%
MIM
913
Macroview Investment Management
Maryland
$1.46M -$4.2K -85 -0.3%
ACM
914
Ategra Capital Management
Virginia
$1.45M -$22K -445 -1%
CAAM
915
Cornerstone Advisors Asset Management
Pennsylvania
$1.45M +$9.63K +195 +0.6%
SS
916
Simplicity Solutions
Minnesota
$1.44M +$63.2K +1,280 +4%
Victory Capital Management
917
Victory Capital Management
Texas
$1.42M +$1.55M +31,435 New
BFC
918
Bedel Financial Consulting
Indiana
$1.42M -$12.8K -260 -0.8%
GC
919
Gilbert & Cook
Iowa
$1.42M -$44.4K -900 -3%
HCA
920
Harbour Capital Advisors
Virginia
$1.4M +$2.47K +50 +0.2%
CWM
921
Campbell Wealth Management
Virginia
$1.4M -$9.13K -185 -0.6%
CC
922
Corsicana & Co
Texas
$1.4M -$35.8K -725 -2%
MA
923
MBA Advisors
Pennsylvania
$1.39M -$124K -2,515 -8%
RRA
924
Round Rock Advisors
Connecticut
$1.39M +$14.1K +285 +0.9%
RWA
925
Ropes Wealth Advisors
Massachusetts
$1.38M

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.