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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
AFAS
1451
Acorn Financial Advisory Services
Virginia
$322K -$26.9K -545 -7%
AAS
1452
Annex Advisory Services
Wisconsin
$322K +$351K +7,120 New
CCT
1453
Capital City Trust
Florida
$321K -$3.7K -75 -1%
BO
1454
Bank OZK
Arkansas
$321K +$64.2K +1,300 +22%
LMKC
1455
L.M. Kohn & Company
Ohio
$320K -$77.8K -1,575 -18%
SBIA
1456
Sheaff Brock Investment Advisors
Indiana
$320K
AIP
1457
ARS Investment Partners
New York
$317K
NEWAS
1458
N.E.W. Advisory Services
Wisconsin
$316K -$547K -11,090 -61%
GCA
1459
Greenwood Capital Associates
South Carolina
$315K +$5.43K +110 +2%
FWP
1460
Falcon Wealth Planning
California
$314K +$1.48K +30 +0.4%
HWA
1461
Heartwood Wealth Advisors
Virginia
$314K +$343K +6,950 New
AWM
1462
Abound Wealth Management
Tennessee
$314K +$2.22K +45 +0.7%
AUB
1463
Atlantic Union Bankshares
Virginia
$313K -$343K -6,940 -50%
CA
1464
CapWealth Advisors
Tennessee
$312K
PIA
1465
Pinion Investment Advisors
Kansas
$310K
HIIFS
1466
Harel Insurance Investments & Financial Services
Israel
$308K -$251K -5,075 -43%
PCA
1467
Pallas Capital Advisors
Massachusetts
$308K +$987 +20 +0.3%
VCAM
1468
Van Cleef Asset Management
Ohio
$307K
OIA
1469
Optimum Investment Advisors
Illinois
$306K
GWM
1470
Greenhouse Wealth Management
Connecticut
$305K +$987 +20 +0.3%
PCG
1471
Private Capital Group
Connecticut
$304K -$2.36M -47,840 -88%
FA
1472
Faithward Advisors
Pennsylvania
$303K +$6.66K +135 +2%
TW
1473
TrinityPoint Wealth
Connecticut
$302K -$10.9K -220 -3%
ACI
1474
Alpha Cubed Investments
California
$301K -$31.8K -645 -9%
TL
1475
Tradewinds LLC
North Carolina
$301K +$329K +6,655 New

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.