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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
ACK
1051
Andrew C. Karlinski
$960K
LA
1052
Latitude Advisors
Florida
$959K -$1.75M -35,385 -63%
SEEDPG
1053
S.E.E.D. Planning Group
New York
$955K -$4.2K -85 -0.4%
IIM
1054
Ipswich Investment Management
Massachusetts
$954K -$7.41K -150 -0.7%
CAWM
1055
Capital Advisors Wealth Management
Washington
$946K -$89.1K -1,805 -8%
BMWM
1056
Brown Miller Wealth Management
Virginia
$945K +$11.4K +230 +1%
CG
1057
Corundum Group
Colorado
$945K +$139K +2,825 +16%
EIA
1058
Eldridge Investment Advisors
New Hampshire
$936K +$3.46K +70 +0.3%
TNBTD
1059
Trustmark National Bank Trust Department
Mississippi
$936K +$5.68K +115 +0.6%
EBSAM
1060
Eubel Brady & Suttman Asset Management
Ohio
$935K +$3.46K +70 +0.3%
1WM
1061
1900 Wealth Management
Texas
$933K +$33.3K +675 +3%
National Bank of Canada
1062
National Bank of Canada
Quebec, Canada
$926K +$13.6K +275 +1%
BA
1063
Bridge Advisory
California
$919K +$130K +2,625 +15%
MOACM
1064
Mutual of America Capital Management
New York
$918K -$443K -8,975 -31%
FNWM
1065
Financial Network Wealth Management
Utah
$912K -$34.3K -695 -3%
WCAMG
1066
Woodard & Company Asset Management Group
North Carolina
$912K +$73.6K +1,490 +8%
OFG
1067
Oxford Financial Group
Indiana
$911K
SFP
1068
Shepherd Financial Partners
Massachusetts
$906K -$16.8K -340 -2%
CG
1069
Caprock Group
Idaho
$902K -$281K -5,700 -22%
SIA
1070
Schechter Investment Advisors
Michigan
$900K +$243K +4,920 +33%
Kovitz Investment Group Partners
1071
Kovitz Investment Group Partners
Illinois
$898K -$6.66K -135 -0.7%
MJRIC
1072
Mogy Joel R Investment Counsel
California
$890K -$14.6K -295 -1%
TNB
1073
Thomasville National Bank
Georgia
$887K -$73.1K -1,480 -7%
MA
1074
Maxele Advisors
Missouri
$886K -$137K -2,770 -12%
SWM
1075
Selective Wealth Management
Virginia
$881K +$898K +18,190 +1,421%

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.