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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
CWC
1301
Carolinas Wealth Consulting
North Carolina
$569K -$154K -2,890 -21%
PS
1302
Planned Solutions
California
$569K -$126K -2,360 -18%
DWM
1303
Dakota Wealth Management
Florida
$569K +$565K +10,605 New
CPA
1304
Cardiff Park Advisors
California
$568K +$266 +5 +0%
PWP
1305
Perfromance Wealth Partners
Illinois
$567K -$7.99K -150 -1%
KBC Group
1306
KBC Group
Belgium
$564K
PAM
1307
Peak Asset Management
Colorado
$564K
PL
1308
Plancorp LLC
Missouri
$561K -$4.26K -80 -0.8%
MCM
1309
McRae Capital Management
New Jersey
$560K -$2.4K -45 -0.4%
F
1310
F3Logic
Minnesota
$558K -$21.3K -400 -4%
EL
1311
EQ LLC
Washington
$554K +$7.45K +140 +1%
NHC
1312
Nicholas Hoffman & Company
Georgia
$553K +$266 +5 +0%
SS
1313
Sunbelt Securities
Texas
$552K -$40.7K -765 -7%
ATC
1314
Adirondack Trust Company
New York
$552K +$21K +395 +4%
TB
1315
Terril Brothers
Missouri
$551K
ANBT
1316
American National Bank & Trust
Texas
$545K +$247K +4,645 +84%
JLBC
1317
J.L. Bainbridge & Co
Florida
$544K +$2.66K +50 +0.5%
MCM
1318
Maple Capital Management
Vermont
$541K -$31.9K -600 -6%
NG
1319
NWK Group
California
$540K -$14.6K -275 -3%
IC
1320
Innealta Capital
Texas
$540K +$41K +770 +8%
DCM
1321
Dimension Capital Management
Florida
$539K
SNB
1322
Security National Bank
Nebraska
$538K +$53.2K +1,000 +11%
PCS
1323
Personal CFO Solutions
New Jersey
$537K -$44.5K -835 -8%
ZCA
1324
Zeke Capital Advisors
Pennsylvania
$537K +$70.8K +1,330 +15%
FPCG
1325
Fort Pitt Capital Group
Pennsylvania
$532K -$197K -3,705 -27%

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.