We are live on ! Find out more
IJH icon

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
VWM
1426
Venturi Wealth Management
Texas
$343K +$374K +7,585 New
MIAS
1427
Mason Investment Advisory Services
Virginia
$343K -$36.8K -745 -9%
HCM
1428
Hollencrest Capital Management
California
$342K
FPB
1429
First PREMIER Bank
South Dakota
$342K +$330K +6,680 +763%
FDCDDQ
1430
Federation des caisses Desjardins du Quebec
Quebec, Canada
$339K -$23.4K -475 -6%
SAM
1431
Selway Asset Management
$339K +$370K +7,500 New
WAL
1432
W Advisors LLC
Tennessee
$338K -$50.6K -1,025 -12%
IWA
1433
Intercontinental Wealth Advisors
Texas
$337K
D
1434
Dentgroup
Louisiana
$335K -$167K -3,375 -31%
CAMG
1435
CWA Asset Management Group
Florida
$334K +$22.7K +460 +7%
NL
1436
Navalign LLC
California
$333K -$13.1K -265 -3%
EFSCE
1437
Enterprise Financial Services Corp (EFSC)
Missouri
$331K -$11.8K -240 -3%
AWAG
1438
ARS Wealth Advisors Group
Florida
$331K +$71.6K +1,450 +25%
ASBI
1439
American State Bank (Iowa)
Iowa
$331K +$6.42K +130 +2%
TIAM2
1440
Tru Independence Asset Management 2
Oregon
$330K
WG
1441
Welch Group
Alabama
$330K +$155K +3,140 +75%
SC
1442
Stephens Consulting
Michigan
$330K +$174K +3,530 +94%
BWM
1443
BCS Wealth Management
Tennessee
$329K
FBC
1444
Fairfield, Bush & Co
Connecticut
$328K
LWP
1445
Legacy Wealth Planning
Nevada
$327K +$10.6K +215 +3%
BFG
1446
Berger Financial Group
Minnesota
$326K -$36.5K -740 -9%
PIA
1447
Powell Investment Advisors
Florida
$324K +$102K +2,070 +41%
SFO
1448
Stokes Family Office
Louisiana
$324K +$353K +7,160 New
VFPI
1449
Vantage Financial Partners (Illinois)
Illinois
$323K +$116K +2,345 +49%
RRCM
1450
Rappaport Reiches Capital Management
Illinois
$322K

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.