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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
IP
926
Investment Partners
Ohio
$1.69M +$1.86K +35 +0.1%
SI
927
Saxon Interests
Texas
$1.67M -$74.3K -1,395 -4%
CWM
928
Campbell Wealth Management
Virginia
$1.67M +$18.6K +350 +1%
HI
929
Horizon Investments
North Carolina
$1.66M -$295K -5,535 -15%
HCA
930
Harbour Capital Advisors
Virginia
$1.66M +$5.32K +100 +0.3%
BFG
931
Baron Financial Group
New Jersey
$1.66M -$7.99K -150 -0.5%
CS
932
Credit Suisse
Switzerland
$1.66M +$795K +14,930 +94%
RWA
933
Ropes Wealth Advisors
Massachusetts
$1.64M +$18.1K +340 +1%
SS
934
Simplicity Solutions
Minnesota
$1.64M -$1.49M -27,960 -48%
RRA
935
Round Rock Advisors
Connecticut
$1.64M -$90.2K -1,695 -5%
RMCM
936
Reynders McVeigh Capital Management
Massachusetts
$1.63M -$57.2K -1,075 -3%
RFG
937
Range Financial Group
Oregon
$1.62M -$21.6K -405 -1%
TFF
938
The Family Firm
Maryland
$1.61M -$28.8K -540 -2%
APP
939
Avantax Planning Partners
Iowa
$1.61M -$18.4K -345 -1%
RF
940
Rollins Financial
Georgia
$1.61M +$1.07M +20,115 +204%
MWA
941
Motive Wealth Advisors
Michigan
$1.6M -$95.8K -1,800 -6%
CCM
942
Condor Capital Management
New Jersey
$1.6M +$29.5K +555 +2%
NF
943
Nikulski Financial
Iowa
$1.59M +$56.7K +1,065 +4%
Wolverine Trading
944
Wolverine Trading
Illinois
$1.59M +$1.56M +29,220 New
WEG
945
World Equity Group
Illinois
$1.59M +$1.57M +29,575 New
AWA
946
Archvest Wealth Advisors
California
$1.59M -$117K -2,190 -7%
EDRH
947
Edmond de Rothschild Holding
Switzerland
$1.58M -$134K -2,520 -8%
LNWTC
948
Laird Norton Wetherby Trust Company
Washington
$1.58M +$119K +2,240 +8%
GP
949
Geneva Partners
Wisconsin
$1.58M -$920K -17,285 -37%
SIC
950
Salem Investment Counselors
North Carolina
$1.58M +$660K +12,405 +73%

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.