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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
SCA
1076
St. Clair Advisors
Ohio
$1.1M +$76.1K +1,430 +7%
SWPG
1077
Strategic Wealth Partners Group
Illinois
$1.09M -$153K -2,875 -12%
SFP
1078
Shepherd Financial Partners
Massachusetts
$1.09M +$143K +2,685 +15%
CFO
1079
Collective Family Office
Pennsylvania
$1.09M
MIM
1080
Marco Investment Management
Georgia
$1.09M
CA
1081
Calton & Associates
Florida
$1.09M -$271K -5,095 -20%
National Bank of Canada
1082
National Bank of Canada
Quebec, Canada
$1.08M -$159K -2,985 -13%
OFG
1083
Oxford Financial Group
Indiana
$1.08M
BAM
1084
Barrett Asset Management
New York
$1.08M
LFA
1085
Legacy Financial Advisors
Kentucky
$1.08M +$99.3K +1,865 +10%
Kovitz Investment Group Partners
1086
Kovitz Investment Group Partners
Illinois
$1.07M +$93.7K +1,760 +10%
MJRIC
1087
Mogy Joel R Investment Counsel
California
$1.07M
1WM
1088
1900 Wealth Management
Texas
$1.07M -$828K -15,550 -44%
T
1089
TNF
Montana
$1.07M
X
1090
Xponance
Pennsylvania
$1.06M +$420K +7,885 +66%
SIS
1091
SVB Investment Services
Utah
$1.06M +$23.7K +445 +2%
MWM
1092
Mission Wealth Management
California
$1.06M +$46.6K +875 +5%
WH
1093
Willner & Heller
California
$1.05M -$134K -2,520 -12%
CWS
1094
Confluence Wealth Services
Pennsylvania
$1.03M -$270K -5,065 -21%
HWM
1095
Hemington Wealth Management
Virginia
$1.03M +$8.25K +155 +0.8%
PAG
1096
Paladin Advisory Group
Iowa
$1.03M +$1.02M +19,160 New
RIA
1097
Realta Investment Advisors
Delaware
$1.03M +$45K +845 +5%
BCM
1098
Brookmont Capital Management
Texas
$1.03M +$2.13K +40 +0.2%
TCOO
1099
Trust Company of Oklahoma
Oklahoma
$1.02M -$20K -375 -2%
WAM
1100
Weatherly Asset Management
California
$1.02M

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.