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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
NSIM
1176
North Star Investment Management
Illinois
$804K
BS
1177
Boenning & Scattergood
Pennsylvania
$804K +$95.6K +1,795 +14%
SIA
1178
Schechter Investment Advisors
Michigan
$803K +$796K +14,955 New
MA
1179
MONECO Advisors
Connecticut
$802K -$43.4K -815 -5%
FA
1180
Fiducient Advisors
Illinois
$802K
ACA
1181
Aptus Capital Advisors
Alabama
$801K +$554K +10,405 +230%
PCM
1182
Pointe Capital Management
Michigan
$796K +$8.52K +160 +1%
IPW
1183
Intergy Private Wealth
Colorado
$794K -$1.72M -32,305 -69%
HFA
1184
High Falls Advisors
New York
$792K -$290K -5,440 -27%
CT
1185
Caldwell Trust
Florida
$791K +$13.3K +250 +2%
ICG
1186
InterOcean Capital Group
Tennessee
$788K -$28.8K -540 -4%
CMP
1187
Courage Miller Partners
Virginia
$788K +$1.33K +25 +0.2%
BI
1188
Ballast Inc
Kentucky
$788K +$107K +2,015 +16%
FPGK
1189
Financial Partners Group (Kansas)
Kansas
$787K +$6.92K +130 +0.9%
MLL
1190
Moody Lynn & Lieberson
Massachusetts
$782K
PPW
1191
Pinnacle Private Wealth
Massachusetts
$781K +$141K +2,650 +22%
PSF
1192
Pacific Sun Financial
California
$779K
CWM
1193
Calamos Wealth Management
Illinois
$778K -$214K -4,025 -22%
LA
1194
LexAurum Advisors
Kansas
$778K -$31.9K -600 -4%
GWM
1195
GDS Wealth Management
Texas
$775K +$22.6K +425 +3%
SDWMA
1196
Schneider Downs Wealth Management Advisors
Pennsylvania
$774K +$13K +245 +2%
WSWA
1197
Warren Street Wealth Advisors
California
$771K -$166K -3,110 -18%
WCWM
1198
Willow Creek Wealth Management
California
$770K -$6.66K -125 -0.9%
ES
1199
Eagle Strategies
New York
$769K -$21.6K -405 -3%
FC
1200
Financial Consulate
Maryland
$769K -$7.99K -150 -1%

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.