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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
SWA
1351
Strategies Wealth Advisors
Michigan
$402K -$247 -5 -0.1%
FB
1352
First Bancorp
Maine
$402K -$12.3K -250 -3%
IAS
1353
IMA Advisory Services
Colorado
$402K -$3.7K -75 -0.8%
UCB
1354
United Community Bank
South Carolina
$401K +$438K +8,870 New
BC
1355
Burney Company
Virginia
$401K +$3.95K +80 +0.9%
AFC
1356
Adaptive Financial Consulting
Ohio
$401K +$7.9K +160 +2%
SS
1357
Sunbelt Securities
Texas
$399K -$65.7K -1,330 -13%
FA
1358
Fountainhead AM
New Jersey
$399K +$987 +20 +0.2%
SFP
1359
Strategic Financial Partners
Oregon
$395K -$4.69K -95 -1%
DI
1360
DAGCO Inc
Ohio
$395K
SLG
1361
Stanley-Laman Group
Pennsylvania
$395K +$4.44K +90 +1%
CAM
1362
Carret Asset Management
New York
$395K +$8.39K +170 +2%
CSWM
1363
Cassady Schiller Wealth Management
Ohio
$390K -$4.44K -90 -1%
1WA
1364
180 Wealth Advisors
Washington
$390K +$987 +20 +0.2%
LCM
1365
LVM Capital Management
Michigan
$390K +$35.8K +725 +9%
TPW
1366
Transatlantique Private Wealth
New York
$390K +$426K +8,620 New
BWM
1367
BCGM Wealth Management
Indiana
$389K +$247 +5 +0.1%
RW
1368
RVW Wealth
California
$389K +$10.6K +215 +3%
CIA
1369
Choate Investment Advisors
Massachusetts
$388K -$175K -3,555 -29%
WCP
1370
Wick Capital Partners
Pennsylvania
$388K -$53.8K -1,090 -11%
TT
1371
TI-Trust
Illinois
$387K -$21.7K -440 -5%
ACP
1372
Aveo Capital Partners
Colorado
$386K -$35.3K -715 -8%
WIP
1373
WealthCare Investment Partners
Rhode Island
$386K +$31.3K +635 +8%
AIP
1374
Ahrens Investment Partners
Louisiana
$385K +$247 +5 +0.1%
TSWM
1375
Tyler-Stone Wealth Management
Ohio
$383K -$111K -2,240 -21%

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.