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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
AC
951
Allstate Corporation
Illinois
$1.58M +$1.57M +29,450 New
DSC
952
Duncker Streett & Co
Missouri
$1.58M -$19.7K -370 -1%
AFC
953
AFT Forsyth & Company
Florida
$1.58M -$10.6K -200 -0.7%
AIP
954
Almanack Investment Partners
Pennsylvania
$1.57M +$31.7K +595 +2%
MOACM
955
Mutual of America Capital Management
New York
$1.57M -$73.5K -1,380 -5%
WA
956
WBH Advisory
Maryland
$1.55M +$63.9K +1,200 +4%
KL
957
KWMG LLC
Kansas
$1.54M +$48.2K +905 +3%
KWM
958
Kaydan Wealth Management
Michigan
$1.53M +$190K +3,575 +14%
BAS
959
Brown Advisory Securities
Maryland
$1.53M +$5.32K +100 +0.4%
AAM
960
Ameraudi Asset Management
New York
$1.51M
CCM
961
Colorado Capital Management
Colorado
$1.51M -$47.4K -890 -3%
Kayne Anderson Rudnick Investment Management
962
Kayne Anderson Rudnick Investment Management
California
$1.5M -$4.18M -78,480 -74%
OPA
963
Old Port Advisors
Maine
$1.5M -$192K -3,600 -11%
WCM
964
Wealthcare Capital Management
Virginia
$1.5M +$157K +2,945 +12%
XF
965
XML Financial
Maryland
$1.5M -$12.5K -235 -0.8%
NEGWA
966
New England Guild Wealth Advisors
Connecticut
$1.5M +$1.06K +20 +0.1%
DFG
967
Demars Financial Group
Washington
$1.49M -$532 -10 -0%
MA
968
Mutual Advisors
Nebraska
$1.47M -$47.1K -885 -3%
IC
969
Intersect Capital
California
$1.46M +$266 +5 +0%
CWA
970
Consilio Wealth Advisors
Washington
$1.46M -$358K -6,715 -20%
RB
971
Renasant Bank
Mississippi
$1.46M +$12.5K +235 +0.9%
BMCM
972
Bryn Mawr Capital Management
Pennsylvania
$1.46M +$1.45M +27,205 New
CPP
973
Capasso Planning Partners
South Carolina
$1.45M -$32.5K -610 -2%
B
974
Bridgeworth
Alabama
$1.44M +$11.2K +210 +0.8%
NCM
975
Next Capital Management
New York
$1.44M +$133K +2,505 +10%

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.