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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
SRC
1401
Shufro Rose & Co
New York
$364K
GWM
1402
Greenwich Wealth Management
Connecticut
$363K
SC
1403
Sinecera Capital
Texas
$363K
MAM
1404
Meeder Asset Management
Ohio
$362K -$368K -7,450 -48%
MCA
1405
Martin Capital Advisors
Texas
$361K
RFWA
1406
RPg Family Wealth Advisory
Massachusetts
$361K
SCM
1407
Schnieders Capital Management
California
$360K +$125K +2,540 +47%
FNB
1408
Farmers National Bank
Kentucky
$360K +$9.87K +200 +3%
STA
1409
Summit Trail Advisors
New York
$359K -$8.39K -170 -2%
FGG
1410
Financial Guidance Group
Florida
$359K +$59.2K +1,200 +18%
AL
1411
ADE LLC
Maryland
$358K +$104K +2,115 +37%
WFA
1412
Wells Financial Advisors
Massachusetts
$357K -$20.5K -415 -5%
NRI
1413
NFP Retirement Inc
California
$356K +$67.9K +1,375 +21%
GSIS
1414
Global Strategic Investment Solutions
Arizona
$356K +$247 +5 +0.1%
AWM
1415
Accurate Wealth Management
Florida
$356K +$183K +3,710 +94%
TI
1416
Trexquant Investment
Connecticut
$355K +$387K +7,845 New
FRA
1417
Frank Rimerman Advisors
California
$353K
DP
1418
DDD Partners
Washington
$351K
LAIC
1419
Lederer & Associates Investment Counsel
California
$351K
ICM
1420
IMS Capital Management
Oregon
$350K
GKWIM
1421
Gerber Kawasaki Wealth & Investment Management
California
$349K +$212K +4,285 +66%
KAH
1422
Kathryn A. Hall
$348K
MCM
1423
Maple Capital Management
Vermont
$346K -$120K -2,435 -24%
PCG
1424
Prosperity Consulting Group
Maryland
$346K +$987 +20 +0.3%
SPI
1425
Sutton Place Investors
New York
$344K

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.