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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
CI
1126
Cigna Investments
Connecticut
$955K -$972K -18,250 -51%
CFA
1127
CWS Financial Advisors
Michigan
$949K -$163K -3,055 -15%
PWP
1128
Principle Wealth Partners
Connecticut
$949K +$1.6K +30 +0.2%
NEWAS
1129
N.E.W. Advisory Services
Wisconsin
$943K +$467K +8,765 +94%
LC
1130
Lincoln Capital
Nebraska
$942K +$184K +3,455 +25%
FA
1131
FDx Advisors
Illinois
$941K +$1.86K +35 +0.2%
ICP
1132
Interchange Capital Partners
Pennsylvania
$941K +$18.1K +340 +2%
BA
1133
Bridge Advisory
California
$939K +$187K +3,515 +25%
GDP
1134
Great Diamond Partners
Maine
$929K +$496K +9,315 +116%
MBTD
1135
Mechanics Bank - Trust Department
California
$928K +$26.6K +500 +3%
OAM
1136
Occidental Asset Management
California
$927K +$27.4K +515 +3%
GA
1137
Greenspring Advisors
Maryland
$922K -$37.3K -700 -4%
LWANC
1138
Laurel Wealth Advisors (North Carolina)
North Carolina
$922K +$179K +3,365 +24%
WJWM
1139
Williams Jones Wealth Management
New York
$921K
JAFL
1140
Jay A. Fishman Ltd
Michigan
$915K
BC
1141
Bowman & Company
Wisconsin
$914K +$26.4K +495 +3%
EWA
1142
EverSource Wealth Advisors
Alabama
$913K +$248K +4,655 +38%
CCA
1143
Clearwater Capital Advisors
Illinois
$910K -$799 -15 -0.1%
CBFP
1144
Cedar Brook Financial Partners
Ohio
$905K -$59.6K -1,120 -6%
IWS
1145
Insight Wealth Strategies
California
$904K +$1.86K +35 +0.2%
BWM
1146
Birchcreek Wealth Management
Ohio
$904K +$88.6K +1,665 +11%
TA
1147
TFG Advisers
Michigan
$901K -$12.5K -235 -1%
DIA
1148
Dana Investment Advisors
Wisconsin
$900K
CCA
1149
Cobblestone Capital Advisors
New York
$897K -$21.3K -400 -2%
IAG
1150
Investment Advisory Group
Massachusetts
$893K -$20K -375 -2%

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.