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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
ES
1001
Eagle Strategies
New York
$1.09M +$484K +9,810 +68%
LRWA
1002
Long Run Wealth Advisors
New York
$1.09M +$139K +2,820 +13%
ECM
1003
Evergreen Capital Management
Washington
$1.08M -$18.5K -375 -2%
WPC
1004
Wedmont Private Capital
Pennsylvania
$1.08M -$1.27M -25,730 -52%
WCWM
1005
Wooster Corthell Wealth Management
Connecticut
$1.07M -$34.3K -695 -3%
MCM
1006
Maryland Capital Management
Maryland
$1.07M -$20.7K -420 -2%
T. Rowe Price Associates
1007
T. Rowe Price Associates
Maryland
$1.07M
GWA
1008
GGM Wealth Advisors
Maryland
$1.06M +$60.7K +1,230 +6%
AWA
1009
Archvest Wealth Advisors
California
$1.06M -$302K -6,110 -21%
WT
1010
Washington Trust
Rhode Island
$1.06M -$79K -1,600 -6%
SAM
1011
S.A. Mason
Michigan
$1.06M
Invesco
1012
Invesco
Georgia
$1.06M +$20K +405 +2%
BWA
1013
Beam Wealth Advisors
Louisiana
$1.06M -$8.14K -165 -0.7%
CWS
1014
Confluence Wealth Services
Pennsylvania
$1.05M +$61K +1,235 +6%
WA
1015
Wealthstream Advisors
New York
$1.05M -$24.9K -505 -2%
MWM
1016
Mission Wealth Management
California
$1.05M +$175K +3,540 +18%
MIM
1017
Marco Investment Management
Georgia
$1.04M +$136K +2,755 +14%
HCA
1018
Heck Capital Advisors
Wisconsin
$1.04M -$1.22M -24,660 -52%
VWA
1019
V Wealth Advisors
Kansas
$1.04M -$2.96K -60 -0.3%
FNC
1020
First National Corp
Massachusetts
$1.04M +$54.1K +1,095 +5%
TFS
1021
Thoroughbred Financial Services
Tennessee
$1.03M -$247 -5 -0%
PIMG
1022
Patriot Investment Management Group
Tennessee
$1.03M
TFA
1023
Triad Financial Advisors
North Carolina
$1.03M +$54.3K +1,100 +5%
BBA
1024
BLB&B Advisors
Pennsylvania
$1.03M +$709K +14,365 +169%
CIS
1025
Continental Investors Services
Washington
$1.03M +$54.3K +1,100 +5%

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.