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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
VAFP
1201
Vahanian & Associates Financial Planning
New York
$613K -$266K -5,390 -28%
FPWM
1202
FSB Premier Wealth Management
Iowa
$613K -$5.43K -110 -0.8%
GP
1203
Geneva Partners
Wisconsin
$612K -$786K -15,930 -54%
SAM
1204
Seelaus Asset Management
New Jersey
$612K +$5.43K +110 +0.8%
EIA
1205
Edgemoor Investment Advisors
Maryland
$609K +$24.7K +500 +4%
ERWM
1206
Elk River Wealth Management
Colorado
$603K -$3.21K -65 -0.5%
FC
1207
Financial Consulate
Maryland
$602K -$50.4K -1,020 -7%
FFN
1208
Focus Financial Network
Minnesota
$602K +$103K +2,090 +19%
AF
1209
Alerus Financial
North Dakota
$601K
SC
1210
Sepio Capital
Utah
$597K
ATC
1211
Adirondack Trust Company
New York
$595K +$141K +2,860 +28%
CWM
1212
Collaborative Wealth Management
Florida
$594K +$648K +13,135 New
NFC
1213
Northeast Financial Consultants
Connecticut
$593K -$144K -2,925 -18%
TCB
1214
Texas Capital Bancshares
Texas
$592K
LA
1215
LexAurum Advisors
Kansas
$591K -$71.3K -1,445 -10%
WCWM
1216
Willow Creek Wealth Management
California
$591K -$63.4K -1,285 -9%
ZIG
1217
Zullo Investment Group
Pennsylvania
$590K -$39.7K -805 -6%
LA
1218
Legacy Advisors
Pennsylvania
$590K
BW
1219
Basepoint Wealth
Iowa
$589K +$247 +5 +0%
DWM
1220
Doyle Wealth Management
Florida
$584K +$310K +6,280 +95%
APW
1221
Austin Private Wealth
Texas
$578K +$13.8K +280 +2%
CGPCS
1222
Capital Group Private Client Services
California
$577K -$45.2K -915 -7%
PPW
1223
Parcion Private Wealth
Washington
$577K +$596K +12,070 New
JIC
1224
Joel Isaacson & Co
New York
$575K -$11.1K -225 -2%
FSA
1225
Fort Sheridan Advisors
Illinois
$573K

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.