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
MTC
1476
McDaniel Terry & Co
Texas
$300K
MFP
1477
Meridian Financial Partners
Virginia
$299K +$302K +6,125 New
SWM
1478
Sugarloaf Wealth Management
Georgia
$296K +$494 +10 +0.2%
PCM
1479
Palisade Capital Management
New Jersey
$295K -$1.48K -30 -0.5%
IDA
1480
Intelligence Driven Advisers
California
$295K
NCM
1481
Northwest Capital Management
Oregon
$295K +$104K +2,100 +47%
HWMA
1482
Heritage Wealth Management (Arizona)
Arizona
$295K -$77K -1,560 -19%
LOPW
1483
Live Oak Private Wealth
North Carolina
$294K -$36K -730 -10%
RJTCONH
1484
Raymond James Trust Company of New Hampshire
New Hampshire
$293K -$3.21K -65 -1%
STC
1485
Sarah T. Connolly
$293K
MCM
1486
Mattern Capital Management
Colorado
$292K +$4.69K +95 +1%
SVCP
1487
Silicon Valley Capital Partners
California
$291K +$987 +20 +0.3%
SIA
1488
SkyView Investment Advisors
New Jersey
$290K +$1.98K +40 +0.6%
FCAG
1489
First Capital Advisors Group
New Jersey
$290K +$316K +6,400 New
BWP
1490
Bernardo Wealth Planning
Pennsylvania
$289K -$8.39K -170 -3%
ACM
1491
Advance Capital Management
Michigan
$287K -$494 -10 -0.2%
BCP
1492
Berkeley Capital Partners
Georgia
$287K +$4.94K +100 +2%
KA
1493
Kovack Advisors
Florida
$286K -$9.87K -200 -3%
JPMIA
1494
J.P. Marvel Investment Advisors
Massachusetts
$285K -$43.7K -885 -12%
AWM
1495
Affinity Wealth Management
Delaware
$285K
LIA
1496
LS Investment Advisors
Michigan
$284K -$86.4K -1,750 -22%
AWM
1497
Avaii Wealth Management
Wisconsin
$284K -$13.8K -280 -4%
PFBT
1498
Parkside Financial Bank & Trust
Missouri
$284K
FPCP
1499
Fort Point Capital Partners
California
$283K
AIA
1500
Avalon Investment & Advisory
Texas
$282K

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.