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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
CWM
1326
Concentric Wealth Management
California
$427K
BIAS
1327
Beacon Investment Advisory Services
New Jersey
$426K
FCFC
1328
First Commonwealth Financial Corp
Pennsylvania
$426K
DP
1329
Dearborn Partners
Illinois
$426K +$247 +5 +0.1%
MCM
1330
Mitchell Capital Management
Kansas
$424K +$4.44K +90 +1%
TTWM
1331
TCV Trust & Wealth Management
Virginia
$422K -$18.5K -375 -4%
AA
1332
Ashford Advisors
New York
$421K
CWA
1333
Consilium Wealth Advisory
Texas
$419K
FI
1334
Financial Insights
Washington
$417K -$1.98K -40 -0.4%
CSB
1335
City State Bank
Iowa
$417K
RWM
1336
Ritholtz Wealth Management
New York
$417K +$11.1K +225 +3%
RFA
1337
Resurgent Financial Advisors
Georgia
$416K +$113K +2,280 +33%
FCC
1338
Flower City Capital
New York
$416K +$454K +9,190 New
EA
1339
Eudaimonia Advisors
Tennessee
$415K -$3.46K -70 -0.8%
DTC
1340
Davidson Trust Company
Washington
$414K
S
1341
SignatureFD
Georgia
$411K -$27.6K -560 -6%
NPP
1342
New Potomac Partners
Maryland
$409K +$14.3K +290 +3%
SEP
1343
Southland Equity Partners
Missouri
$409K -$2.71K -55 -0.6%
EDRH
1344
Edmond de Rothschild Holding
Switzerland
$407K -$1.01M -20,540 -70%
Legal & General Group
1345
Legal & General Group
United Kingdom
$407K -$42K -850 -9%
EWM
1346
Echo Wealth Management
Minnesota
$405K
PP
1347
Prosperity Planning
Missouri
$405K
CA
1348
Calton & Associates
Florida
$404K -$558K -11,310 -56%
Jane Street
1349
Jane Street
New York
$404K +$440K +8,920 New
CT
1350
Columbia Trust
Oregon
$403K

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.