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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
AWA
1301
Alta Wealth Advisors
Massachusetts
$460K +$24.9K +505 +5%
JLBC
1302
J.L. Bainbridge & Co
Florida
$459K
TCA
1303
Transcend Capital Advisors
New Jersey
$456K +$498K +10,080 New
FF
1304
FourThought Financial
Florida
$455K +$16.3K +330 +3%
DCM
1305
Dimension Capital Management
Florida
$454K
NG
1306
NWK Group
California
$453K -$1.98K -40 -0.4%
EP
1307
Eudaimonia Partners
Tennessee
$453K +$274K +5,545 +124%
SC
1308
SouthState Corp
Florida
$448K +$26.2K +530 +6%
Simplex Trading
1309
Simplex Trading
Illinois
$445K +$486K +9,850 New
MCM
1310
Murphy Capital Management
New Jersey
$440K +$987 +20 +0.2%
AGA
1311
Arkos Global Advisors
Texas
$440K +$70.8K +1,435 +17%
HMH
1312
Hackensack Meridian Health
New Jersey
$440K +$477K +9,670 New
MWM
1313
Minot Wealth Management
Massachusetts
$439K +$247 +5 +0.1%
SAM
1314
SP Asset Management
California
$439K +$740 +15 +0.2%
KFI
1315
Key Financial Inc
Pennsylvania
$438K +$145K +2,935 +44%
NSAM
1316
North Star Asset Management
Wisconsin
$438K +$209K +4,235 +78%
AIM
1317
Athena Investment Management
California
$435K +$474K +9,605 New
TFP
1318
Tilia Fiduciary Partners
North Carolina
$434K -$5.43K -110 -1%
NHC
1319
Nicholas Hoffman & Company
Georgia
$433K -$36.8K -745 -7%
MMA
1320
Miracle Mile Advisors
California
$433K +$64.2K +1,300 +16%
F
1321
F3Logic
Minnesota
$432K -$43.7K -885 -8%
JFG
1322
JMG Financial Group
Illinois
$431K -$3.15M -63,795 -87%
ZCA
1323
Zeke Capital Advisors
Pennsylvania
$430K -$24.9K -505 -5%
HWM
1324
Horizons Wealth Management
North Carolina
$429K +$404K +8,190 New
HT
1325
Heritage Trust
Oklahoma
$427K -$82.7K -1,675 -15%

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.