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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
BP
1276
BBR Partners
New York
$603K +$599K +11,245 New
PWA
1277
Peterson Wealth Advisors
Utah
$602K -$19.2K -360 -3%
FFN
1278
Focus Financial Network
Minnesota
$602K +$60.7K +1,140 +11%
HWA
1279
HHM Wealth Advisors
Tennessee
$601K +$23.7K +445 +4%
HWM
1280
Hohimer Wealth Management
Washington
$600K -$23.4K -440 -4%
BG
1281
Benedetti & Gucer
Georgia
$598K +$4.79K +90 +0.8%
FHC
1282
First Heartland Consultants
Missouri
$598K +$134K +2,525 +29%
CCP
1283
Clarkston Capital Partners
Michigan
$597K +$586K +11,005 +9,171%
SB
1284
Strategic Blueprint
Georgia
$596K +$15.4K +290 +3%
IA
1285
Insight Advisors
Pennsylvania
$595K -$107K -2,015 -15%
HT
1286
Heritage Trust
Oklahoma
$595K
HWM
1287
Howard Wealth Management
Connecticut
$594K -$58.6K -1,100 -9%
FFW
1288
Fusion Family Wealth
New York
$590K -$115K -2,165 -16%
LPIC
1289
LeJeune Puetz Investment Counsel
Michigan
$584K
FPOC
1290
Financial Planners of Cleveland
Ohio
$583K +$578K +10,855 New
MAM
1291
Marquette Asset Management
Minnesota
$582K
GAG
1292
GM Advisory Group
New York
$582K +$95.8K +1,800 +20%
KWS
1293
Keystone Wealth Services
California
$581K
WPC
1294
Waters Parkerson & Co
Louisiana
$581K +$25.3K +475 +5%
GIA
1295
Guyasuta Investment Advisors
Pennsylvania
$578K
D
1296
Dentgroup
Louisiana
$578K +$79.6K +1,495 +16%
AFG
1297
Albion Financial Group
Utah
$574K -$11.4K -215 -2%
PP
1298
Patten & Patten
Tennessee
$574K +$3.46K +65 +0.6%
TSWM
1299
Tyler-Stone Wealth Management
Ohio
$574K +$37K +695 +7%
GJIC
1300
Gamble Jones Investment Counsel
California
$572K -$21.3K -400 -4%

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.