We are live on ! Find out more
IJH icon

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
PGIM
1401
Pacific Global Investment Management
California
$443K
GWANC
1402
Guardian Wealth Advisors (North Carolina)
North Carolina
$443K +$1.06K +20 +0.2%
WPP
1403
Whalerock Point Partners
Rhode Island
$438K
M
1404
MOTCO
Texas
$438K +$10.9K +205 +3%
MAC
1405
Mason & Associates (California)
California
$437K -$21.6K -405 -5%
JPG
1406
Jordan Park Group
California
$437K
STA
1407
Summit Trail Advisors
New York
$436K -$1.8M -33,885 -81%
FANJ
1408
Financial Architects (New Jersey)
New Jersey
$435K -$5.32K -100 -1%
HWMA
1409
Heritage Wealth Management (Arizona)
Arizona
$433K +$430K +8,070 New
WMA
1410
Wealth Management Associates
New Jersey
$433K -$1.33K -25 -0.3%
GWM
1411
Greenwich Wealth Management
Connecticut
$431K -$74.5K -1,400 -15%
LIA
1412
LS Investment Advisors
Michigan
$431K
SRC
1413
Shufro Rose & Co
New York
$431K +$130K +2,435 +43%
SC
1414
Sinecera Capital
Texas
$430K +$532 +10 +0.1%
MCA
1415
Martin Capital Advisors
Texas
$428K
FDCDDQ
1416
Federation des caisses Desjardins du Quebec
Quebec, Canada
$428K -$12.6M -236,420 -97%
RFWA
1417
RPg Family Wealth Advisory
Massachusetts
$428K
BFG
1418
Berger Financial Group
Minnesota
$426K -$2.4K -45 -0.6%
EWM
1419
Executive Wealth Management
Michigan
$424K -$54.8K -1,030 -12%
LCM
1420
LVM Capital Management
Michigan
$424K
GSIS
1421
Global Strategic Investment Solutions
Arizona
$422K
FRA
1422
Frank Rimerman Advisors
California
$419K
DP
1423
DDD Partners
Washington
$417K +$266 +5 +0.1%
LAIC
1424
Lederer & Associates Investment Counsel
California
$416K
WIP
1425
WealthCare Investment Partners
Rhode Island
$416K +$36.2K +680 +9%

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.