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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
MAS
1151
Madden Advisory Services
Florida
$893K
PIP
1152
Peachtree Investment Partners
Florida
$886K -$26.9K -505 -3%
WCFA
1153
Walkner Condon Financial Advisors
Wisconsin
$884K +$272K +5,110 +45%
HBWM
1154
Hollow Brook Wealth Management
New York
$877K
GWM
1155
GSB Wealth Management
Connecticut
$875K +$103K +1,940 +14%
TWM
1156
Titus Wealth Management
California
$869K -$11.7K -220 -1%
TIA
1157
Traphagen Investment Advisors
New Jersey
$865K +$859K +16,125 New
NFC
1158
Northeast Financial Consultants
Connecticut
$861K +$20.2K +380 +2%
SG Americas Securities
1159
SG Americas Securities
New York
$860K -$370K -6,945 -30%
MAM
1160
MMA Asset Management
Pennsylvania
$856K +$138K +2,595 +17%
VAS
1161
Vestmark Advisory Solutions
Massachusetts
$853K -$1.06K -20 -0.1%
SIA
1162
SeaBridge Investment Advisors
New Jersey
$851K
YWS
1163
Yarger Wealth Strategies
Ohio
$843K +$30.3K +570 +4%
TSS
1164
Two Sigma Securities
New York
$843K +$145K +2,715 +21%
OPWM
1165
Oakwell Private Wealth Management
Texas
$834K
Renaissance Technologies
1166
Renaissance Technologies
New York
$832K +$825K +15,500 New
MAM
1167
Meeder Asset Management
Ohio
$829K -$123K -2,305 -13%
HWA
1168
Hilltop Wealth Advisors
North Carolina
$828K -$567K -10,645 -41%
JWCA
1169
J.W. Coons Advisors
Ohio
$824K -$63.6K -1,195 -7%
AP
1170
Appleton Partners
Massachusetts
$823K +$12.2K +230 +2%
CL
1171
CPWM LLC
Washington
$817K -$4.53K -85 -0.6%
AssetMark Inc
1172
AssetMark Inc
California
$811K +$626K +11,755 +349%
EGWAG
1173
Elwood & Goetz Wealth Advisory Group
Georgia
$810K -$22.4K -420 -3%
KF
1174
Krilogy Financial
Missouri
$808K
EPWM
1175
Essex Private Wealth Management
Massachusetts
$805K -$399K -7,500 -33%

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.