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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
SLG
1376
Stanley-Laman Group
Pennsylvania
$464K +$10.1K +190 +2%
LMKC
1377
L.M. Kohn & Company
Ohio
$464K +$459K +8,630 New
AA
1378
Aire Advisors
California
$462K +$17.8K +335 +4%
CAM
1379
Carret Asset Management
New York
$460K -$16K -300 -3%
BFA
1380
Bill Few Associates
Pennsylvania
$458K -$16.5K -310 -4%
QC
1381
Quent Capital
New York
$458K +$282K +5,305 +164%
AIP
1382
Ahrens Investment Partners
Louisiana
$457K -$64.2K -1,205 -12%
FFA
1383
Founders Financial Alliance
North Carolina
$456K -$12.2K -230 -3%
EWM
1384
Echo Wealth Management
Minnesota
$456K
SFG
1385
Sowa Financial Group
Rhode Island
$456K +$7.19K +135 +2%
WAL
1386
W Advisors LLC
Tennessee
$455K -$15.2K -285 -3%
1WA
1387
180 Wealth Advisors
Washington
$455K +$3.99K +75 +0.9%
BBA
1388
BLB&B Advisors
Pennsylvania
$455K +$15.7K +295 +4%
HFAS
1389
Hummer Financial Advisory Services
Illinois
$454K
CP
1390
Capital Planning
Washington
$452K -$79.6K -1,495 -15%
DLCIG
1391
D.L. Carlson Investment Group
New Hampshire
$452K
BST
1392
Bath Savings Trust
Maine
$452K +$7.99K +150 +2%
MIC
1393
Meridian Investment Counsel
California
$451K
SRC
1394
Sage Rhino Capital
California
$451K
SAM
1395
Summit Asset Management
Tennessee
$450K
RW
1396
RVW Wealth
California
$450K +$71.9K +1,350 +19%
MIAS
1397
Mason Investment Advisory Services
Virginia
$447K -$2.66K -50 -0.6%
WFA
1398
Wells Financial Advisors
Massachusetts
$445K
AGA
1399
Arkos Global Advisors
Texas
$445K +$10.4K +195 +2%
MMA
1400
Miracle Mile Advisors
California
$444K +$54.6K +1,025 +14%

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.