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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
FT
76
Fiduciary Trust
Massachusetts
$86.3M +$2.36M +44,260 +3%
TAIM
77
TD Ameritrade Investment Management
Nebraska
$85.8M +$387K +7,275 +0.5%
LWMT
78
Legacy Wealth Management (Tennessee)
Tennessee
$85.8M -$1.8M -33,725 -2%
MPWT
79
MassMutual Private Wealth & Trust
Connecticut
$84.7M -$1.09M -20,380 -1%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$83.6M -$26.6M -500,430 -24%
AWM
81
Altium Wealth Management
New York
$82.3M +$1.27M +23,940 +2%
AIM
82
Acropolis Investment Management
Missouri
$81.6M +$158K +2,975 +0.2%
BPWM
83
Badgley Phelps Wealth Managers
Washington
$74.6M +$1.02M +19,140 +1%
FHB
84
First Hawaiian Bank
Hawaii
$73.8M +$3.76M +70,680 +5%
TF
85
TIAA FSB
Florida
$73.4M -$1.24M -23,200 -2%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$72.7M +$8.73M +164,035 +14%
Natixis Advisors
87
Natixis Advisors
Massachusetts
$72.3M +$37.3M +701,475 +109%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$72M -$8.91M -167,435 -11%
SOMRS
89
State of Michigan Retirement System
Michigan
$72M +$9.22M +173,250 +15%
CW
90
Connectus Wealth
Ohio
$71.6M +$67.2M +1,262,310 New
RMDI
91
R.M. Davis Inc
Maine
$71.5M +$17M +319,595 +32%
PFM
92
Phillips Financial Management
Indiana
$71.1M +$3.56M +66,805 +5%
Bessemer Group
93
Bessemer Group
New Jersey
$70.7M +$2.16M +40,605 +3%
PFO
94
Pathstone Family Office
New Jersey
$70.5M -$1.08M -20,320 -2%
AFG
95
Arkansas Financial Group
Arkansas
$69.2M -$751K -14,110 -1%
CWM
96
Connecticut Wealth Management
Connecticut
$68.7M +$5.22M +97,970 +8%
VC
97
Vicus Capital
Pennsylvania
$67.9M +$1.62M +30,520 +2%
LRIA
98
Leonard Rickey Investment Advisors
Washington
$67.8M -$488K -9,160 -0.7%
Comerica Bank
99
Comerica Bank
Texas
$65.8M +$1.01M +18,880 +2%
LFS
100
Lutz Financial Services
Nebraska
$63.9M +$3.15M +59,155 +5%

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.