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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
COPPSERS
126
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$48.8M +$7.22M +135,685 +18%
BSB
127
Bangor Savings Bank
Maine
$48.3M +$1.12M +21,055 +2%
Rafferty Asset Management
128
Rafferty Asset Management
New York
$48.2M -$16.1M -302,905 -25%
SWP
129
Stratos Wealth Partners
Ohio
$48M +$916K +17,210 +2%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$48M -$1.32M -24,740 -3%
CAL
131
Capital Analysts LLC
Pennsylvania
$47.9M -$66.6K -1,250 -0.1%
SWM
132
Spire Wealth Management
Virginia
$47.8M +$1.71M +32,095 +4%
AP
133
Advisors Preferred
Maryland
$47.7M +$47.1M +883,850 New
KAM
134
Kensington Asset Management
Texas
$47.4M +$47.1M +883,850 New
KAS
135
Kestra Advisory Services
Texas
$47.4M +$3.21M +60,290 +7%
JFA
136
JNBA Financial Advisors
Minnesota
$47.3M -$1.63M -30,630 -3%
CPO
137
Cerity Partners OCIO
New York
$46.2M -$3.55M -66,630 -7%
Charles Schwab
138
Charles Schwab
California
$45.2M +$4.47M +83,985 +11%
HW
139
Hancock Whitney
Mississippi
$44.8M +$2.2M +41,230 +5%
GIM
140
Goelzer Investment Management
Indiana
$43.7M +$1.49M +27,980 +4%
FCAS
141
First Command Advisory Services
Texas
$42.6M +$745K +14,000 +2%
CAN
142
Cetera Advisor Networks
California
$42.5M +$2.33M +43,835 +6%
CFG
143
CKW Financial Group
Hawaii
$42.3M +$504K +9,475 +1%
LP
144
LGL Partners
Pennsylvania
$42M +$55.9K +1,050 +0.1%
BOS
145
Bank of Stockton
California
$41.7M +$238K +4,470 +0.6%
FBFS
146
First Business Financial Services
Wisconsin
$41.5M +$257K +4,835 +0.6%
SAF
147
Smith Anglin Financial
Texas
$41.4M +$1.06M +19,915 +3%
SFG
148
Sage Financial Group
Pennsylvania
$41.1M +$1.97M +37,040 +5%
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$41M -$1.95M -36,585 -5%
AF
150
Arrow Financial
New York
$41M +$25M +468,650 +159%

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.