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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
Legal & General Group
1326
Legal & General Group
United Kingdom
$529K -$61.2K -1,150 -10%
AT
1327
American Trust
Kentucky
$529K +$238K +4,470 +83%
CC
1328
Cypress Capital
Tennessee
$528K
GEA
1329
Glen Eagle Advisors
New Jersey
$526K +$30.9K +580 +6%
SC
1330
Saiph Capital
New Jersey
$526K +$14.6K +275 +3%
FF
1331
FourThought Financial
Florida
$522K -$2.66K -50 -0.5%
MWM
1332
Minot Wealth Management
Massachusetts
$521K +$5.32K +100 +1%
MCM
1333
Murphy Capital Management
New Jersey
$521K +$10.4K +195 +2%
TTWM
1334
TCV Trust & Wealth Management
Virginia
$521K +$53.2K +1,000 +11%
SAM
1335
SP Asset Management
California
$520K +$799 +15 +0.2%
AWA
1336
Alta Wealth Advisors
Massachusetts
$519K +$16K +300 +3%
WCP
1337
Wick Capital Partners
Pennsylvania
$519K +$515K +9,670 New
S
1338
SignatureFD
Georgia
$518K +$33.5K +630 +7%
MWM
1339
Maltin Wealth Management
New Jersey
$517K +$5.86K +110 +1%
TFP
1340
Tilia Fiduciary Partners
North Carolina
$515K +$36.2K +680 +8%
CIAS
1341
CFS Investment Advisory Services
New Jersey
$511K +$1.04B +19,519,465 +27,039%
BIAS
1342
Beacon Investment Advisory Services
New Jersey
$506K -$120K -2,260 -19%
CWM
1343
Concentric Wealth Management
California
$506K
FCFC
1344
First Commonwealth Financial Corp
Pennsylvania
$505K -$59.4K -1,115 -11%
DP
1345
Dearborn Partners
Illinois
$505K +$6.39K +120 +1%
SC
1346
SouthState Corp
Florida
$503K +$76.4K +1,435 +18%
AA
1347
Ashford Advisors
New York
$499K
MCM
1348
Mitchell Capital Management
Kansas
$498K +$532 +10 +0.1%
BHTS
1349
Bar Harbor Trust Services
Maine
$498K +$189K +3,545 +62%
FI
1350
Financial Insights
Washington
$497K -$6.92K -130 -1%

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.