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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
GMA
1201
Goldstein Munger & Associates
California
$769K
MFT
1202
Moisand Fitzgerald Tamayo
Florida
$767K -$123K -2,310 -14%
AFG
1203
Allegheny Financial Group
Pennsylvania
$767K +$443K +8,315 +139%
WDG
1204
Wealth Dimensions Group
Ohio
$765K -$5.86K -110 -0.8%
GPA
1205
Garrison Point Advisors
California
$765K +$9.32K +175 +1%
RSS
1206
Rosenblum Silverman Sutton
California
$758K
LSPW
1207
Lake Street Private Wealth
Illinois
$744K -$33.3K -625 -4%
ZIG
1208
Zullo Investment Group
Pennsylvania
$743K -$41.3K -775 -5%
AUB
1209
Atlantic Union Bankshares
Virginia
$743K
MPW
1210
Melone Private Wealth
Michigan
$742K -$68.9K -1,295 -8%
SWM
1211
SeaCrest Wealth Management
New York
$741K -$9.58K -180 -1%
KSWA
1212
Kathleen S. Wright Associates
Pennsylvania
$741K +$34.6K +650 +5%
CGPCS
1213
Capital Group Private Client Services
California
$734K -$29K -545 -4%
HA
1214
HFG Advisors
Ohio
$730K -$36.5K -685 -5%
SWM
1215
SFG Wealth Management
Maryland
$730K -$36.2K -680 -5%
GAM
1216
Gemmer Asset Management
California
$727K -$532 -10 -0.1%
NLP
1217
Next Level Private
New York
$727K +$14.1K +265 +2%
CPSC
1218
Carl P. Sherr & Co
Massachusetts
$723K -$34.1K -640 -5%
AMM
1219
American Money Management
California
$723K +$799 +15 +0.1%
SCM
1220
Southport Capital Management
Tennessee
$722K -$1.12M -20,980 -61%
SWM
1221
Shelton Wealth Management
Texas
$722K +$80.7K +1,515 +13%
SAM
1222
Seelaus Asset Management
New Jersey
$720K +$14.4K +270 +2%
ERWM
1223
Elk River Wealth Management
Colorado
$719K -$235K -4,420 -25%
AF
1224
Alerus Financial
North Dakota
$713K
HCM
1225
Howland Capital Management
Massachusetts
$713K +$43.7K +820 +7%

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.