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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
WT
1001
Washington Trust
Rhode Island
$1.34M -$233K -4,380 -15%
EAM
1002
Evanson Asset Management
California
$1.34M -$195K -3,665 -13%
BLC
1003
Brown, Lisle/Cummings
Rhode Island
$1.33M
SWM
1004
Southern Wealth Management
Texas
$1.33M -$67.9K -1,275 -5%
ESB
1005
Essex Savings Bank
Connecticut
$1.33M -$34.6K -650 -3%
FPS
1006
Fieldpoint Private Securities
Connecticut
$1.33M -$31.7K -595 -2%
AWA
1007
ARQ Wealth Advisors
Arizona
$1.33M -$61.5K -1,155 -4%
FWP
1008
FAS Wealth Partners
Kansas
$1.32M -$54.6K -1,025 -4%
TP
1009
Tranquility Partners
Tennessee
$1.31M +$93.2K +1,750 +8%
WCWM
1010
Wooster Corthell Wealth Management
Connecticut
$1.31M -$13.8K -260 -1%
ECM
1011
Evergreen Capital Management
Washington
$1.31M +$20K +375 +2%
VCA
1012
Verdence Capital Advisors
Maryland
$1.3M +$59.6K +1,120 +5%
EW
1013
Evoke Wealth
California
$1.3M -$13.6K -255 -1%
SCP
1014
Syntal Capital Partners
Texas
$1.3M
RA
1015
Rise Advisors
New York
$1.3M -$56.2K -1,055 -4%
SHJ
1016
Sharkey, Howes & Javer
Colorado
$1.29M -$75.3K -1,415 -6%
MCM
1017
Maryland Capital Management
Maryland
$1.29M -$35.9K -675 -3%
AWP
1018
Ascent Wealth Partners
New York
$1.29M +$21K +395 +2%
OC
1019
Oarsman Capital
Wisconsin
$1.28M +$24.5K +460 +2%
KLCM
1020
KG&L Capital Management
Louisiana
$1.28M +$16K +300 +1%
PCA
1021
Personal Capital Advisors
California
$1.28M -$76.4K -1,435 -6%
WA
1022
Wealthstream Advisors
New York
$1.28M -$4.53K -85 -0.4%
BCM
1023
BTC Capital Management
Iowa
$1.27M
BWM
1024
Baystate Wealth Management
Massachusetts
$1.27M +$450K +8,445 +56%
T. Rowe Price Associates
1025
T. Rowe Price Associates
Maryland
$1.26M

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.