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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
JPMIA
1451
J.P. Marvel Investment Advisors
Massachusetts
$385K
CCT
1452
Capital City Trust
Florida
$385K +$78.5K +1,475 +26%
NL
1453
Navalign LLC
California
$384K -$75.3K -1,415 -16%
RRCM
1454
Rappaport Reiches Capital Management
Illinois
$382K -$59.9K -1,125 -14%
PTC
1455
Philadelphia Trust Company
Pennsylvania
$382K
FFA
1456
Freedman Financial Associates
Massachusetts
$380K +$2.66K +50 +0.7%
SBIA
1457
Sheaff Brock Investment Advisors
Indiana
$380K +$133K +2,500 +55%
AIP
1458
ARS Investment Partners
New York
$376K
LWP
1459
Legacy Wealth Planning
Nevada
$376K +$103K +1,930 +38%
FWP
1460
Falcon Wealth Planning
California
$371K -$13.8K -260 -4%
CAMG
1461
CWA Asset Management Group
Florida
$371K -$11.7K -220 -3%
CA
1462
CapWealth Advisors
Tennessee
$371K +$30.9K +580 +9%
TW
1463
TrinityPoint Wealth
Connecticut
$370K -$50.6K -950 -12%
AWA
1464
Arkadios Wealth Advisors
Georgia
$370K -$24.5K -460 -6%
RFA
1465
Resurgent Financial Advisors
Georgia
$370K +$63.4K +1,190 +21%
AWM
1466
Abound Wealth Management
Tennessee
$370K -$2.4K -45 -0.6%
GCA
1467
Greenwood Capital Associates
South Carolina
$368K -$652K -12,250 -64%
PIA
1468
Pinion Investment Advisors
Kansas
$368K +$55.6K +1,045 +18%
PWS
1469
Peterson Wealth Services
Utah
$367K +$53.8K +1,010 +17%
WWMSC
1470
Wagner Wealth Management (South Carolina)
South Carolina
$366K +$184K +3,460 +103%
VCAM
1471
Van Cleef Asset Management
Ohio
$364K
OIA
1472
Optimum Investment Advisors
Illinois
$363K +$532 +10 +0.1%
FGG
1473
Financial Guidance Group
Florida
$362K +$359K +6,740 New
GWM
1474
Greenhouse Wealth Management
Connecticut
$361K +$1.06K +20 +0.3%
MTC
1475
McDaniel Terry & Co
Texas
$356K -$174K -3,260 -33%

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.