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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
SWP
126
Stratos Wealth Partners
Ohio
$40.8M +$368K +7,450 +0.8%
BSB
127
Bangor Savings Bank
Maine
$40.7M +$22K +445 +0%
AF
128
Arrow Financial
New York
$40.3M +$6.29M +127,335 +17%
JFA
129
JNBA Financial Advisors
Minnesota
$40.1M +$242K +4,910 +0.6%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$39.9M -$529K -10,720 -1%
SIA
131
Soltis Investment Advisors
Utah
$38.7M -$11.8M -239,440 -22%
Charles Schwab
132
Charles Schwab
California
$38.4M +$358K +7,245 +0.9%
CAN
133
Cetera Advisor Networks
California
$38M +$2.41M +48,800 +6%
HW
134
Hancock Whitney
Mississippi
$37.9M +$146K +2,950 +0.4%
GIM
135
Goelzer Investment Management
Indiana
$37.9M +$1.1M +22,345 +3%
HFS
136
HBC Financial Services
Washington
$36.1M -$93.8K -1,900 -0.2%
FCAS
137
First Command Advisory Services
Texas
$36M +$94.3K +1,910 +0.2%
CFG
138
CKW Financial Group
Hawaii
$35.9M +$8.64K +175 +0%
CPIG
139
Chicago Partners Investment Group
Illinois
$35.8M +$998K +20,215 +3%
LP
140
LGL Partners
Pennsylvania
$35.6M +$216K +4,375 +0.6%
BOS
141
Bank of Stockton
California
$35M -$136K -2,750 -0.4%
SFG
142
Sage Financial Group
Pennsylvania
$35M +$416K +8,425 +1%
SAF
143
Smith Anglin Financial
Texas
$34.6M -$343K -6,955 -0.9%
CPO
144
Cerity Partners OCIO
New York
$34.5M -$4.92M -99,605 -12%
SPIA
145
Steward Partners Investment Advisory
New York
$34.4M -$14.9M -302,150 -28%
FBFS
146
First Business Financial Services
Wisconsin
$34.3M -$803K -16,260 -2%
RWM
147
RKL Wealth Management
Pennsylvania
$34.1M +$917K +18,585 +3%
RC
148
RegentAtlantic Capital
New Jersey
$34.1M +$2.65M +53,670 +8%
Lazard Asset Management
149
Lazard Asset Management
New York
$33.8M -$483K -9,775 -1%
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$33.6M -$1.07M -21,700 -3%

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.