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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
MM
1101
Meridian Management
Arkansas
$1.02M
VAFP
1102
Vahanian & Associates Financial Planning
New York
$1.02M -$806K -15,130 -44%
GP
1103
Girard Partners
Pennsylvania
$1.02M -$26.6K -500 -3%
TCOT
1104
Trust Company of Toledo
Ohio
$1.02M
PMFA
1105
Plante Moran Financial Advisors
Michigan
$1.01M -$378K -7,095 -27%
FLI
1106
Family Legacy Inc
South Carolina
$1.01M -$70.5K -1,325 -7%
TCM
1107
Tufton Capital Management
Maryland
$1.01M +$4.53K +85 +0.5%
CRCM
1108
Corbett Road Capital Management
Virginia
$1.01M +$57.2K +1,075 +6%
EWM
1109
Empirical Wealth Management
Washington
$1.01M -$129K -2,415 -11%
AAM
1110
Autus Asset Management
Arizona
$1.01M -$391K -7,350 -28%
AI
1111
Accredited Investors
Minnesota
$1M -$10.4K -195 -1%
AMBIA
1112
Allen Mooney & Barnes Investment Advisors
Georgia
$1M +$997K +18,720 New
WCAMG
1113
Woodard & Company Asset Management Group
North Carolina
$1M -$62.6K -1,175 -6%
JWBC
1114
John W. Brooker & Co
California
$1M +$1.6K +30 +0.2%
DSA
1115
Droms Strauss Advisors
Missouri
$1M
DBT
1116
Dubuque Bank & Trust
Iowa
$999K -$20K -375 -2%
WCG
1117
Weaver Consulting Group
California
$999K +$58.6K +1,100 +6%
WWM
1118
Wolff Wiese Magana
California
$998K +$58K +1,090 +6%
OCM
1119
One Capital Management
California
$991K -$13K -245 -1%
DACG
1120
Donor Advised Charitable Giving
California
$987K +$146K +2,745 +18%
CRI
1121
Colonial River Investments
Virginia
$981K -$34.6K -650 -3%
HCMT
1122
Highland Capital Management (Tennessee)
Tennessee
$979K
TW
1123
Transform Wealth
Colorado
$976K -$39.7K -745 -4%
CG
1124
Corundum Group
Colorado
$969K
RPGK
1125
Retirement Planning Group (Kansas)
Kansas
$957K -$54.3K -1,020 -5%

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.