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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
EWA
1126
EverSource Wealth Advisors
Alabama
$762K -$8.14K -165 -1%
MFT
1127
Moisand Fitzgerald Tamayo
Florida
$760K +$124K +2,520 +18%
TA
1128
TFG Advisers
Michigan
$757K -$3.46K -70 -0.4%
DACG
1129
Donor Advised Charitable Giving
California
$756K -$82.9K -1,680 -9%
GWM
1130
GSB Wealth Management
Connecticut
$750K +$13.8K +280 +2%
RIA
1131
Realta Investment Advisors
Delaware
$747K -$142K -2,885 -15%
CCA
1132
Cobblestone Capital Advisors
New York
$745K -$12.3K -250 -1%
VAS
1133
Vestmark Advisory Solutions
Massachusetts
$742K +$25.2K +510 +3%
TIA
1134
Traphagen Investment Advisors
New Jersey
$741K +$12.6K +255 +2%
SPA
1135
Sentinel Pension Advisors
Massachusetts
$741K +$808K +16,375 New
TWM
1136
Titus Wealth Management
California
$740K +$8.14K +165 +1%
HBWM
1137
Hollow Brook Wealth Management
New York
$739K
PCM
1138
Pointe Capital Management
Michigan
$739K +$73.8K +1,495 +10%
AF
1139
Apexium Financial
Texas
$736K -$236K -4,790 -23%
SDWMA
1140
Schneider Downs Wealth Management Advisors
Pennsylvania
$733K +$87.1K +1,765 +12%
DWM
1141
Dakota Wealth Management
Florida
$732K +$275K +5,575 +53%
SHFA
1142
SC&H Financial Advisors
Maryland
$729K +$434K +8,790 +120%
EAM
1143
Evanson Asset Management
California
$727K -$438K -8,875 -36%
ICG
1144
InterOcean Capital Group
Tennessee
$726K +$66.6K +1,350 +9%
KSWA
1145
Kathleen S. Wright Associates
Pennsylvania
$724K +$109K +2,200 +16%
SIA
1146
SeaBridge Investment Advisors
New Jersey
$717K
OCM
1147
One Capital Management
California
$715K -$131K -2,660 -14%
AP
1148
Appleton Partners
Massachusetts
$714K +$21.5K +435 +3%
GWM
1149
GDS Wealth Management
Texas
$706K +$38.8K +785 +5%
NSIM
1150
North Star Investment Management
Illinois
$703K +$27.6K +560 +4%

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.