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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
T
1076
TNF
Montana
$875K -$123K -2,500 -12%
GDP
1077
Great Diamond Partners
Maine
$873K +$98.5K +1,995 +12%
TCM
1078
Tufton Capital Management
Maryland
$870K +$18.3K +370 +2%
BCM
1079
Brookmont Capital Management
Texas
$865K -$1.73K -35 -0.2%
AAM
1080
Autus Asset Management
Arizona
$861K +$13.8K +280 +1%
TCOT
1081
Trust Company of Toledo
Ohio
$857K
WWM
1082
Wolff Wiese Magana
California
$856K +$16.3K +330 +2%
PMFA
1083
Plante Moran Financial Advisors
Michigan
$855K -$494 -10 -0.1%
SW
1084
StrongBox Wealth
Missouri
$851K -$1.67M -33,860 -64%
GFG
1085
Greystone Financial Group
Michigan
$847K -$718K -14,540 -44%
CL
1086
Choreo LLC
Illinois
$846K -$131K -2,660 -12%
JWBC
1087
John W. Brooker & Co
California
$846K +$1.73K +35 +0.2%
TCOO
1088
Trust Company of Oklahoma
Oklahoma
$846K -$18.3K -370 -2%
CL
1089
CPWM LLC
Washington
$843K +$169K +3,415 +22%
WH
1090
Willner & Heller
California
$841K -$1.73K -35 -0.2%
SW
1091
SlateStone Wealth
Florida
$841K +$639K +12,935 +229%
BWM
1092
Birchcreek Wealth Management
Ohio
$827K +$71.1K +1,440 +9%
MAM
1093
MMA Asset Management
Pennsylvania
$825K +$13.1K +265 +1%
MBTD
1094
Mechanics Bank - Trust Department
California
$825K +$46.9K +950 +5%
HCMT
1095
Highland Capital Management (Tennessee)
Tennessee
$824K -$1.23K -25 -0.1%
TW
1096
Transform Wealth
Colorado
$824K +$1.23K +25 +0.1%
CRI
1097
Colonial River Investments
Virginia
$816K -$11.8K -240 -1%
WAM
1098
Weatherly Asset Management
California
$815K -$50.6K -1,025 -5%
CFO
1099
Collective Family Office
Pennsylvania
$814K -$115K -2,325 -11%
GJIC
1100
Gamble Jones Investment Counsel
California
$812K +$360K +7,300 +69%

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.