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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
SC
1226
Sepio Capital
Utah
$709K
TPW
1227
TL Private Wealth
Texas
$708K +$1.06K +20 +0.1%
TCB
1228
Texas Capital Bancshares
Texas
$703K -$1.6K -30 -0.2%
FPWM
1229
FSB Premier Wealth Management
Iowa
$700K +$212K +3,990 +41%
LA
1230
Legacy Advisors
Pennsylvania
$700K +$695K +13,050 New
BW
1231
Basepoint Wealth
Iowa
$699K
EIA
1232
Edgemoor Investment Advisors
Maryland
$695K
ZIMP
1233
Zimmermann Investment Management & Planning
Pennsylvania
$695K +$689K +12,950 New
SFA
1234
Source Financial Advisors
New York
$692K -$279K -5,245 -29%
FSA
1235
Fort Sheridan Advisors
Illinois
$680K -$2.66K -50 -0.4%
LDB
1236
Lee, Danner & Bass
Tennessee
$680K +$109K +2,040 +19%
JIC
1237
Joel Isaacson & Co
New York
$677K +$12K +225 +2%
HT
1238
HighTower Trust
Texas
$675K +$1.33K +25 +0.2%
NCM
1239
NCM Capital Management
New Jersey
$674K +$163K +3,060 +32%
ST
1240
Somerset Trust
Pennsylvania
$673K +$49.2K +925 +8%
APW
1241
Austin Private Wealth
Texas
$670K
BWP
1242
Baldwin Wealth Partners
Massachusetts
$670K +$147K +2,760 +28%
GPC
1243
Garrison Point Capital
California
$666K +$2.13K +40 +0.3%
Schroder Investment Management Group
1244
Schroder Investment Management Group
United Kingdom
$664K +$659K +12,375 New
FFA
1245
First Foundation Advisors
California
$663K -$22.9K -430 -3%
Betterment LLC
1246
Betterment LLC
New York
$660K +$354K +6,645 +118%
BRWM
1247
B. Riley Wealth Management
Tennessee
$658K +$15.2K +285 +2%
OAM
1248
Oak Asset Management
California
$655K -$10.6K -200 -2%
BOPW
1249
Brandywine Oak Private Wealth
Pennsylvania
$652K +$5.59K +105 +0.9%
CIA
1250
Choate Investment Advisors
Massachusetts
$651K +$37K +695 +6%

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.