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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
CWA
1351
Consilium Wealth Advisory
Texas
$497K
ACP
1352
Aveo Capital Partners
Colorado
$496K -$62.3K -1,170 -11%
EA
1353
Eudaimonia Advisors
Tennessee
$496K +$799 +15 +0.2%
CSB
1354
City State Bank
Iowa
$495K +$38.6K +725 +9%
FAG
1355
Fortitude Advisory Group
Washington
$492K +$3.99K +75 +0.8%
DTC
1356
Davidson Trust Company
Washington
$491K
HC
1357
Hoese & Co
Minnesota
$490K -$160K -3,000 -25%
FB
1358
First Bancorp
Maine
$490K
SEP
1359
Southland Equity Partners
Missouri
$488K -$5.32K -100 -1%
TT
1360
TI-Trust
Illinois
$482K
EBA
1361
Eagle Bay Advisors
New York
$482K +$3.19K +60 +0.7%
RWM
1362
Ritholtz Wealth Management
New York
$482K +$163K +3,065 +52%
IAS
1363
IMA Advisory Services
Colorado
$481K
PP
1364
Prosperity Planning
Missouri
$481K
DHGWA
1365
Dixon Hughes Goodman Wealth Advisors
North Carolina
$478K -$87.8K -1,650 -16%
SWA
1366
Strategies Wealth Advisors
Michigan
$477K -$12.2K -230 -3%
SFP
1367
Strategic Financial Partners
Oregon
$474K
FA
1368
Fountainhead AM
New Jersey
$472K -$13.6K -255 -3%
BC
1369
Burney Company
Virginia
$471K -$124K -2,320 -21%
CAM
1370
Concorde Asset Management
Michigan
$470K -$68.1K -1,280 -13%
NPP
1371
New Potomac Partners
Maryland
$470K +$6.92K +130 +2%
CSWM
1372
Cassady Schiller Wealth Management
Ohio
$468K +$14.1K +265 +3%
DI
1373
DAGCO Inc
Ohio
$467K -$2.66K -50 -0.6%
AFC
1374
Adaptive Financial Consulting
Ohio
$467K +$15.7K +295 +4%
CT
1375
Columbia Trust
Oregon
$466K -$39.9K -750 -8%

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.