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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
WWA
1226
WC Walker & Associates
California
$571K +$407K +8,240 +197%
SWM
1227
SeaCrest Wealth Management
New York
$570K -$59.5K -1,205 -9%
SFA
1228
Source Financial Advisors
New York
$569K -$15.1K -305 -2%
WDG
1229
Wealth Dimensions Group
Ohio
$568K -$84.4K -1,710 -12%
ST
1230
Somerset Trust
Pennsylvania
$568K
RG
1231
Retirement Group
California
$567K +$33.3K +675 +6%
BWP
1232
Baldwin Wealth Partners
Massachusetts
$564K
GPC
1233
Garrison Point Capital
California
$564K +$1.98K +40 +0.3%
Schroder Investment Management Group
1234
Schroder Investment Management Group
United Kingdom
$560K
TIM
1235
Tortoise Investment Management
New York
$559K +$15.1K +305 +3%
SCA
1236
Sage Capital Advisors
South Dakota
$556K +$1.98K +40 +0.3%
SHA
1237
Seneca House Advisors
Virginia
$547K +$11.8K +240 +2%
NCM
1238
NCM Capital Management
New Jersey
$546K -$24.7K -500 -4%
SWM
1239
SFG Wealth Management
Maryland
$545K -$76.5K -1,550 -11%
BFA
1240
Bragg Financial Advisors
North Carolina
$543K
FFA
1241
First Foundation Advisors
California
$541K -$19.5K -395 -3%
LDB
1242
Lee, Danner & Bass
Tennessee
$540K -$37K -750 -6%
FH
1243
FWG Holdings
Florida
$539K -$4.78M -96,875 -89%
FHC
1244
First Heartland Consultants
Missouri
$539K +$38.8K +785 +7%
LSPW
1245
Lake Street Private Wealth
Illinois
$538K -$97.7K -1,980 -14%
HFS
1246
Howard Financial Services
Texas
$538K +$1.73K +35 +0.3%
ECM
1247
EagleClaw Capital Management
Massachusetts
$536K
NFG
1248
Nadler Financial Group
Illinois
$535K +$5.92K +120 +1%
ClearBridge Investments
1249
ClearBridge Investments
New York
$535K +$9.13K +185 +2%
MWM
1250
Maripau Wealth Management
Indiana
$532K -$51.8K -1,050 -9%

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.