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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
OAM
101
Oppenheimer Asset Management
New York
$63.6M -$549K -10,305 -0.9%
LF
102
Lee Financial
Texas
$62.9M +$177K +3,320 +0.3%
M&T Bank
103
M&T Bank
New York
$62M +$6.71M +125,990 +12%
CCFCSB
104
Cape Cod Five Cents Savings Bank
Massachusetts
$61.5M -$22.9K -430 -0%
CWM
105
Cahaba Wealth Management
Georgia
$61.3M +$5.56M +104,410 +9%
VA
106
Valmark Advisers
Ohio
$60.8M -$986K -18,525 -2%
PA
107
Planning Alternatives
Michigan
$60.5M +$1.2M +22,625 +2%
MAM
108
Madison Asset Management
Wisconsin
$59M +$234K +4,400 +0.4%
SIA
109
Soltis Investment Advisors
Utah
$58.7M +$1.55M +29,155 +3%
SPIA
110
Steward Partners Investment Advisory
New York
$57M -$1.28M -24,110 -2%
KA
111
Klingman & Associates
New York
$56.7M +$3.05M +57,380 +6%
Bank of Nova Scotia
112
Bank of Nova Scotia
Ontario, Canada
$56M -$74.5K -1,400 -0.1%
VFA
113
Voya Financial Advisors
Connecticut
$56M -$2.72M -51,010 -5%
AWA
114
Alaska Wealth Advisors
Alaska
$55.5M +$1.62M +30,370 +3%
TFO
115
Tarbox Family Office
California
$55M -$1.06M -19,995 -2%
DWM
116
Destination Wealth Management
California
$54.2M +$336K +6,310 +0.6%
CCWA
117
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$53.9M +$1.6M +30,095 +3%
Cetera Investment Advisers
118
Cetera Investment Advisers
Illinois
$53.2M -$86.5K -1,625 -0.2%
FMII
119
Farmers & Merchants Investments Inc
Nebraska
$53M +$5.19M +97,450 +11%
WI
120
Wintrust Investments
Illinois
$52.7M +$5.36M +100,645 +11%
FIB
121
First Interstate Bank
Montana
$52.5M +$2.19M +41,105 +4%
CAM
122
Chandler Asset Management
California
$51.3M +$888K +16,675 +2%
BP
123
Ballentine Partners
Massachusetts
$51M -$893K -16,770 -2%
PAG
124
Private Advisor Group
New Jersey
$49.7M -$7.85M -147,480 -14%
MA
125
MCF Advisors
Kentucky
$49.4M +$49M +921,245 New

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.