We are live on ! Find out more
IJH icon

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
PFG
976
Pinnacle Financial Group
Illinois
$1.15M
DI
977
Disciplined Investments
Oklahoma
$1.15M -$30.6K -620 -2%
PAM
978
Palisade Asset Management
Minnesota
$1.15M -$56.8K -1,150 -4%
Wealth Enhancement Advisory Services
979
Wealth Enhancement Advisory Services
Minnesota
$1.15M +$73.6K +1,490 +6%
FPS
980
Fieldpoint Private Securities
Connecticut
$1.14M +$23.2K +470 +2%
AFO
981
Allie Family Office
Florida
$1.14M -$14.8K -300 -1%
JWS
982
Juncture Wealth Strategies
Arizona
$1.14M -$59.7K -1,210 -5%
RB
983
Renasant Bank
Mississippi
$1.14M -$103K -2,080 -8%
AWP
984
Ascent Wealth Partners
New York
$1.13M +$52.8K +1,070 +4%
VCA
985
Verdence Capital Advisors
Maryland
$1.13M +$34.6K +700 +3%
OWA
986
Octavia Wealth Advisors
Ohio
$1.13M -$60K -1,215 -5%
SG Americas Securities
987
SG Americas Securities
New York
$1.13M +$441K +8,930 +56%
OC
988
Oarsman Capital
Wisconsin
$1.13M +$47.9K +970 +4%
BLC
989
Brown, Lisle/Cummings
Rhode Island
$1.13M
Barclays
990
Barclays
United Kingdom
$1.12M -$1.25M -25,410 -51%
MCA
991
Magnolia Capital Advisors
Mississippi
$1.12M -$38K -770 -3%
AWA
992
ARQ Wealth Advisors
Arizona
$1.12M -$4.44K -90 -0.4%
RA
993
Rise Advisors
New York
$1.11M +$11.8K +240 +1%
CCA
994
Clearwater Capital Advisors
Illinois
$1.11M +$370K +7,495 +44%
JBA
995
Johnson Bixby & Associates
Washington
$1.1M -$46.4K -940 -4%
ESB
996
Essex Savings Bank
Connecticut
$1.1M -$21.5K -435 -2%
BAM
997
Berkshire Asset Management
Pennsylvania
$1.1M +$1.2M +24,400 New
KLCM
998
KG&L Capital Management
Louisiana
$1.1M +$20.2K +410 +2%
EW
999
Evoke Wealth
California
$1.1M
BWCS
1000
Beirne Wealth Consulting Services
Connecticut
$1.09M -$745K -15,085 -38%

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.