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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
MC
1051
Moors & Cabot
Massachusetts
$1.18M +$13.8K +260 +1%
FNC
1052
First National Corp
Massachusetts
$1.17M +$211K +3,965 +22%
BWAM
1053
Boyd Watterson Asset Management
Ohio
$1.17M
TFA
1054
Triad Financial Advisors
North Carolina
$1.17M -$25K -470 -2%
AIM
1055
Anchor Investment Management
South Carolina
$1.15M
WP
1056
WealthShield Partners
North Carolina
$1.15M -$766K -14,380 -40%
AC
1057
Abbrea Capital
California
$1.15M
AF
1058
Apexium Financial
Texas
$1.15M +$532 +10 +0%
CL
1059
Choreo LLC
Illinois
$1.15M +$25.8K +485 +2%
TFS
1060
TrustCore Financial Services
Tennessee
$1.14M +$29.8K +560 +3%
LRWA
1061
Long Run Wealth Advisors
New York
$1.14M +$62K +1,165 +6%
ACK
1062
Andrew C. Karlinski
$1.14M +$266 +5 +0%
IIM
1063
Ipswich Investment Management
Massachusetts
$1.14M +$50.6K +950 +5%
SEEDPG
1064
S.E.E.D. Planning Group
New York
$1.14M +$72.7K +1,365 +7%
IAIM
1065
International Assets Investment Management
Florida
$1.13M +$326K +6,115 +41%
TNB
1066
Thomasville National Bank
Georgia
$1.13M +$111K +2,085 +11%
ACM
1067
AlphaStar Capital Management
North Carolina
$1.13M -$7.72K -145 -0.7%
FNWM
1068
Financial Network Wealth Management
Utah
$1.12M +$136K +2,555 +14%
IAA
1069
Independent Advisor Alliance
North Carolina
$1.12M -$116K -2,185 -9%
WSTAM
1070
Wilbanks Smith & Thomas Asset Management
Virginia
$1.11M -$9.05K -170 -0.8%
BMWM
1071
Brown Miller Wealth Management
Virginia
$1.11M -$1.6K -30 -0.1%
EBSAM
1072
Eubel Brady & Suttman Asset Management
Ohio
$1.11M -$130K -2,435 -11%
EIA
1073
Eldridge Investment Advisors
New Hampshire
$1.11M +$266 +5 +0%
COCM
1074
Charter Oak Capital Management
New Hampshire
$1.1M -$7.45K -140 -0.7%
TNBTD
1075
Trustmark National Bank Trust Department
Mississippi
$1.1M +$195K +3,660 +22%

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.