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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
BWA
1026
Beam Wealth Advisors
Louisiana
$1.26M -$266 -5 -0%
ACG
1027
Allen Capital Group
Nebraska
$1.26M +$163K +3,070 +15%
SAM
1028
S.A. Mason
Michigan
$1.25M
Wealth Enhancement Advisory Services
1029
Wealth Enhancement Advisory Services
Minnesota
$1.25M +$113K +2,120 +10%
LNB
1030
Ledyard National Bank
$1.25M -$321K -6,025 -21%
Fisher Asset Management
1031
Fisher Asset Management
Washington
$1.24M +$82.5K +1,550 +7%
VWA
1032
V Wealth Advisors
Kansas
$1.24M +$132K +2,475 +12%
CF
1033
Centaurus Financial
California
$1.24M +$13K +245 +1%
Invesco
1034
Invesco
Georgia
$1.23M -$7.72K -145 -0.6%
CIS
1035
Continental Investors Services
Washington
$1.23M -$43.7K -820 -4%
TFS
1036
Thoroughbred Financial Services
Tennessee
$1.23M +$266 +5 +0%
PIMG
1037
Patriot Investment Management Group
Tennessee
$1.23M +$4.53K +85 +0.4%
CAWM
1038
Capital Advisors Wealth Management
Washington
$1.22M +$59.6K +1,120 +5%
ZF
1039
Zhang Financial
Michigan
$1.21M +$50.6K +950 +4%
CHA
1040
Carmichael Hill & Associates
Maryland
$1.2M
MA
1041
Maxele Advisors
Missouri
$1.2M -$70.3K -1,320 -6%
SWM
1042
Stockman Wealth Management
Montana
$1.2M +$234K +4,400 +24%
NP
1043
NorthRock Partners
Minnesota
$1.2M +$932K +17,500 +361%
CAN
1044
Claraphi Advisory Network
United States
$1.2M +$1.19M +22,335 New
AWA
1045
Amplius Wealth Advisors
Pennsylvania
$1.19M
PK
1046
Pflug Koory
Nebraska
$1.19M
EWA
1047
ERTS Wealth Advisors
Michigan
$1.19M +$5.32K +100 +0.5%
LSA
1048
Lansing Street Advisors
Pennsylvania
$1.18M +$1.21M +22,695 New
KCPG
1049
Kavar Capital Partners Group
Kansas
$1.18M
GWA
1050
GGM Wealth Advisors
Maryland
$1.18M +$565K +10,615 +93%

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.