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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
FG
976
Fiduciary Group
Georgia
$1.44M +$37.3K +700 +2%
CA
977
Continuum Advisory
Idaho
$1.43M +$583K +10,955 +62%
PAM
978
Palisade Asset Management
Minnesota
$1.43M +$161K +3,025 +13%
MFG
979
Merit Financial Group
Georgia
$1.42M -$2.66K -50 -0.2%
VWM
980
Valley Wealth Managers
New Jersey
$1.41M -$124K -2,330 -8%
JWS
981
Juncture Wealth Strategies
Arizona
$1.41M +$59.4K +1,115 +4%
MAWCM
982
Mine & Arao Wealth Creation & Management
California
$1.41M +$14.1K +265 +1%
OWA
983
Octavia Wealth Advisors
Ohio
$1.41M -$75.9K -1,425 -5%
WA
984
WP Advisors
California
$1.4M +$4.26K +80 +0.3%
DI
985
Disciplined Investments
Oklahoma
$1.4M +$194K +3,640 +16%
SC
986
Scotia Capital
Ontario, Canada
$1.4M +$152K +2,855 +12%
RA
987
RFG Advisory
Alabama
$1.39M -$706K -13,260 -34%
PWG
988
Private Wealth Group
Florida
$1.39M +$24.2K +455 +2%
FMC
989
First Merchants Corp
Indiana
$1.39M +$66.6K +1,250 +5%
SC
990
Savant Capital
Illinois
$1.38M -$381K -7,160 -22%
AW
991
ACG Wealth
Georgia
$1.38M -$194K -3,635 -12%
CG
992
Caprock Group
Idaho
$1.38M -$20K -375 -1%
ANB
993
Amarillo National Bank
Texas
$1.37M +$137K +2,570 +11%
MCA
994
Magnolia Capital Advisors
Mississippi
$1.37M -$1.65M -31,000 -55%
GI
995
GS Investments
Minnesota
$1.37M +$12.2K +230 +0.9%
AFO
996
Allie Family Office
Florida
$1.37M -$470K -8,835 -26%
PFG
997
Pinnacle Financial Group
Illinois
$1.37M
HC
998
Hamilton Capital
Ohio
$1.36M -$88.6K -1,665 -6%
JBA
999
Johnson Bixby & Associates
Washington
$1.36M -$53.5K -1,005 -4%
WMP
1000
Wealth Management Partners
Arizona
$1.35M

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.