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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
FNB
1426
Farmers National Bank
Kentucky
$416K +$21K +395 +5%
ICM
1427
IMS Capital Management
Oregon
$415K +$3.99K +75 +1%
BCA
1428
Bay Colony Advisors
Massachusetts
$414K -$14.6K -275 -3%
KAH
1429
Kathryn A. Hall
$413K
AFAS
1430
Acorn Financial Advisory Services
Virginia
$411K
PCG
1431
Prosperity Consulting Group
Maryland
$409K
BRA
1432
Biechele Royce Advisors
Indiana
$406K
EFSCE
1433
Enterprise Financial Services Corp (EFSC)
Missouri
$405K -$22.4K -420 -5%
HCM
1434
Hollencrest Capital Management
California
$405K +$1.86K +35 +0.5%
GSAM
1435
Grant Street Asset Management
Pennsylvania
$404K -$14.6K -275 -4%
OBWG
1436
Onyx Bridge Wealth Group
New York
$402K -$13.8K -260 -3%
WA
1437
Wealth Architects
California
$402K +$11.7K +220 +3%
IWA
1438
Intercontinental Wealth Advisors
Texas
$400K
SAM
1439
Strategy Asset Managers
California
$398K +$395K +7,415 New
SF
1440
Safeguard Financial
Wisconsin
$396K +$392K +7,370 New
SHFA
1441
SC&H Financial Advisors
Maryland
$393K +$73.7K +1,385 +23%
SPI
1442
Sutton Place Investors
New York
$392K -$41.3K -775 -9%
ACI
1443
Alpha Cubed Investments
California
$392K +$41.5K +780 +12%
TIAM2
1444
Tru Independence Asset Management 2
Oregon
$391K -$3.99K -75 -1%
FBC
1445
Fairfield, Bush & Co
Connecticut
$390K -$13.3K -250 -3%
BWM
1446
BCS Wealth Management
Tennessee
$390K -$10.9K -205 -3%
AWS
1447
AJ Wealth Strategies
New York
$388K
LOPW
1448
Live Oak Private Wealth
North Carolina
$388K +$3.46K +65 +0.9%
BWM
1449
BCGM Wealth Management
Indiana
$386K -$2.66K -50 -0.6%
ASBI
1450
American State Bank (Iowa)
Iowa
$386K +$266 +5 +0.1%

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.