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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
VA
101
Valmark Advisers
Ohio
$50.1M -$1.23M -24,825 -2%
MAM
102
Madison Asset Management
Wisconsin
$49.8M +$40.5K +820 +0.1%
Macquarie Group
103
Macquarie Group
Australia
$49M +$27.4M +554,205 +105%
TAIM
104
TD Ameritrade Investment Management
Nebraska
$49M -$25.5M -516,375 -32%
FHA
105
First Horizon Advisors
Tennessee
$48.3M +$36.8M +745,880 +231%
COPPSERS
106
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$47.7M +$7.18M +145,495 +16%
AWA
107
Alaska Wealth Advisors
Alaska
$47.7M +$903K +18,290 +2%
TFO
108
Tarbox Family Office
California
$47.6M +$1.36M +27,575 +3%
Bank of Nova Scotia
109
Bank of Nova Scotia
Ontario, Canada
$47.3M +$15.3K +310 +0%
FIB
110
First Interstate Bank
Montana
$47.2M +$3.22M +65,230 +7%
VFA
111
Voya Financial Advisors
Connecticut
$46.3M -$749K -15,165 -1%
KA
112
Klingman & Associates
New York
$46M -$1.92M -38,885 -4%
FMII
113
Farmers & Merchants Investments Inc
Nebraska
$45.9M +$1.34M +27,220 +3%
DWM
114
Destination Wealth Management
California
$45.7M +$43.2K +875 +0.1%
CCWA
115
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$45.4M -$44.9K -910 -0.1%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$45M +$215K +4,355 +0.4%
JSW
117
Journey Strategic Wealth
New Jersey
$44.9M +$48.9M +991,575 New
WI
118
Wintrust Investments
Illinois
$44.5M +$94.8K +1,920 +0.2%
PAG
119
Private Advisor Group
New Jersey
$44.4M +$2.73M +55,315 +6%
KAS
120
Kestra Advisory Services
Texas
$44M +$4.47M +90,640 +10%
MA
121
MCF Advisors
Kentucky
$43.9M +$2.47M +49,990 +5%
CAM
122
Chandler Asset Management
California
$43.2M -$7.9K -160 -0%
CAL
123
Capital Analysts LLC
Pennsylvania
$42M +$1.77M +35,920 +4%
BP
124
Ballentine Partners
Massachusetts
$41.8M -$1.3M -26,235 -3%
CW
125
Connectus Wealth
Ohio
$41.1M -$17.5M -355,245 -28%

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.