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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
FFA
1376
Founders Financial Alliance
North Carolina
$383K -$2.47K -50 -0.6%
HFAS
1377
Hummer Financial Advisory Services
Illinois
$383K
FWI
1378
Facet Wealth Inc
Maryland
$382K +$179K +3,625 +75%
CP
1379
Capital Planning
Washington
$381K
DLCIG
1380
D.L. Carlson Investment Group
New Hampshire
$381K
AssetMark Inc
1381
AssetMark Inc
California
$380K -$331K -6,715 -44%
MIC
1382
Meridian Investment Counsel
California
$380K
SRC
1383
Sage Rhino Capital
California
$380K
SAM
1384
Summit Asset Management
Tennessee
$379K
M
1385
MOTCO
Texas
$379K +$10.1K +205 +3%
HC
1386
Hoese & Co
Minnesota
$378K -$38.3K -775 -8%
HWM
1387
Howard Wealth Management
Connecticut
$374K -$138K -2,800 -25%
EWM
1388
Executive Wealth Management
Michigan
$374K +$17.5K +355 +4%
PGIM
1389
Pacific Global Investment Management
California
$373K
BST
1390
Bath Savings Trust
Maine
$372K -$9.87K -200 -2%
BFA
1391
Bill Few Associates
Pennsylvania
$371K -$17K -345 -4%
PWS
1392
Peterson Wealth Services
Utah
$370K +$66.1K +1,340 +20%
JPG
1393
Jordan Park Group
California
$369K
WPP
1394
Whalerock Point Partners
Rhode Island
$369K
CAM
1395
Concorde Asset Management
Michigan
$367K -$31.3K -635 -7%
MAC
1396
Mason & Associates (California)
California
$367K -$1.48K -30 -0.4%
BTI
1397
Blue Trust Inc
Georgia
$367K +$337K +6,830 New
First Manhattan
1398
First Manhattan
New York
$365K +$147K +2,985 +59%
WMA
1399
Wealth Management Associates
New Jersey
$365K
OBWG
1400
Onyx Bridge Wealth Group
New York
$364K -$19.5K -395 -5%

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.