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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
AIM
76
Acropolis Investment Management
Missouri
$68.9M +$51.3K +1,040 +0.1%
M&T Bank
77
M&T Bank
New York
$67.9M +$42.7M +864,730 +75%
MPWT
78
MassMutual Private Wealth & Trust
Connecticut
$67.7M -$4.07M -82,405 -5%
SOMRS
79
State of Michigan Retirement System
Michigan
$67.6M +$7.59M +153,750 +11%
AWM
80
Altium Wealth Management
New York
$67.6M -$2.02M -40,955 -3%
Bessemer Group
81
Bessemer Group
New Jersey
$64M +$4.76M +96,490 +7%
FHB
82
First Hawaiian Bank
Hawaii
$63.3M +$1.13M +22,915 +2%
BPWM
83
Badgley Phelps Wealth Managers
Washington
$62.7M -$203K -4,115 -0.3%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$62.4M +$3.2M +64,915 +5%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$62M -$395K -8,005 -0.6%
CWM
86
Connecticut Wealth Management
Connecticut
$61.5M +$3.89M +78,865 +6%
TF
87
TIAA FSB
Florida
$60.8M -$1.2M -24,285 -2%
PFO
88
Pathstone Family Office
New Jersey
$60.5M +$1.13M +22,945 +2%
CWM
89
Cahaba Wealth Management
Georgia
$60M +$4.82M +97,555 +8%
PFM
90
Phillips Financial Management
Indiana
$58.5M -$1.57M -31,800 -2%
AFG
91
Arkansas Financial Group
Arkansas
$58.4M +$41.2K +835 +0.1%
VC
92
Vicus Capital
Pennsylvania
$58.1M +$958K +19,410 +2%
Comerica Bank
93
Comerica Bank
Texas
$56.9M -$1.06M -21,400 -2%
LFS
94
Lutz Financial Services
Nebraska
$54.8M +$1M +20,355 +2%
LRIA
95
Leonard Rickey Investment Advisors
Washington
$54.2M -$3.23M -65,495 -5%
LF
96
Lee Financial
Texas
$53.7M +$672K +13,610 +1%
OAM
97
Oppenheimer Asset Management
New York
$53.6M +$45.7K +925 +0.1%
HI
98
Horizon Investments
North Carolina
$53.5M +$56.8M +1,150,775 +3,715%
CCFCSB
99
Cape Cod Five Cents Savings Bank
Massachusetts
$52.6M +$788K +15,955 +1%
PA
100
Planning Alternatives
Michigan
$52M +$1.07M +21,615 +2%

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.