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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
XF
951
XML Financial
Maryland
$1.27M +$4.44K +90 +0.3%
CCM
952
Colorado Capital Management
Colorado
$1.26M -$10.4K -210 -0.7%
AIP
953
Almanack Investment Partners
Pennsylvania
$1.25M -$81.7K -1,655 -6%
KWM
954
Kaydan Wealth Management
Michigan
$1.25M -$41K -830 -3%
WWA
955
WCG Wealth Advisors
Nevada
$1.25M +$1.36M +27,540 New
KL
956
KWMG LLC
Kansas
$1.24M -$64.9K -1,315 -5%
OPA
957
Old Port Advisors
Maine
$1.24M -$38.8K -785 -3%
SWM
958
Southern Wealth Management
Texas
$1.24M +$123K +2,490 +10%
RA
959
RFG Advisory
Alabama
$1.23M -$62.4K -1,265 -5%
MFG
960
Merit Financial Group
Georgia
$1.23M +$42.2K +855 +3%
MAWCM
961
Mine & Arao Wealth Creation & Management
California
$1.21M +$28.1K +570 +2%
WCM
962
Wealthcare Capital Management
Virginia
$1.2M -$71.1K -1,440 -5%
TP
963
Tranquility Partners
Tennessee
$1.2M +$106K +2,150 +9%
SC
964
Savant Capital
Illinois
$1.19M +$36.3K +735 +3%
VWM
965
Valley Wealth Managers
New Jersey
$1.19M
IC
966
Intersect Capital
California
$1.19M -$48.1K -975 -4%
WA
967
WP Advisors
California
$1.18M +$4.69K +95 +0.4%
ANB
968
Amarillo National Bank
Texas
$1.18M +$23K +465 +2%
FMC
969
First Merchants Corp
Indiana
$1.17M +$6.17K +125 +0.5%
MAS
970
Madden Advisory Services
Florida
$1.17M +$457K +9,250 +56%
PWG
971
Private Wealth Group
Florida
$1.17M
WA
972
WBH Advisory
Maryland
$1.17M -$236K -4,780 -16%
CWA
973
Consilio Wealth Advisors
Washington
$1.16M -$75.3K -1,525 -6%
CWA
974
Choice Wealth Advisors
Maine
$1.16M +$1.27M +25,725 New
DFG
975
Demars Financial Group
Washington
$1.16M -$103K -2,080 -7%

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.