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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
BCP
1501
Berkeley Capital Partners
Georgia
$335K -$3.46K -65 -1%
AIA
1502
Avalon Investment & Advisory
Texas
$335K +$332K +6,240 New
MAM
1503
Mystic Asset Management
Rhode Island
$334K
BFA
1504
Bluestem Financial Advisors
Illinois
$331K +$266 +5 +0.1%
KC
1505
Kingfisher Capital
North Carolina
$331K +$1.06K +20 +0.3%
LWAC
1506
Laurel Wealth Advisors (California)
California
$330K -$607K -11,410 -65%
AWM
1507
Affinity Wealth Management
Delaware
$330K
GCA
1508
Gradient Capital Advisors
California
$329K
4WM
1509
4J Wealth Management
Virginia
$328K -$21K -395 -6%
GLA
1510
Great Lakes Advisors
Illinois
$323K -$939K -17,635 -75%
WA
1511
Winfield Associates
Ohio
$323K
CIC
1512
Cutler Investment Counsel
Oregon
$323K +$25.8K +485 +9%
Toronto Dominion Bank
1513
Toronto Dominion Bank
Ontario, Canada
$322K
PGAM
1514
Princeton Global Asset Management
New Jersey
$322K +$106K +2,000 +50%
TWP
1515
Total Wealth Planning
Ohio
$322K +$319K +6,000 New
TFGT
1516
TS Financial Group (TSFG)
Illinois
$320K -$34.6K -650 -10%
HGERS
1517
Householder Group Estate & Retirement Specialist
Arizona
$320K +$3.73K +70 +1%
ERIM
1518
Eagle Ridge Investment Management
Connecticut
$319K -$14.9K -280 -4%
WAM
1519
WealthTrust Asset Management
Florida
$318K
JC
1520
Jentner Corp
Ohio
$318K +$1.06K +20 +0.3%
HBW
1521
Hazlett, Burt & Watson
West Virginia
$318K +$314K +5,895 New
PCM
1522
Princeton Capital Management
New Jersey
$316K +$11.4K +215 +4%
ACWM
1523
Adams Chetwood Wealth Management
North Carolina
$316K +$314K +5,895 New
JWM
1524
JGP Wealth Management
Oregon
$315K -$46.6K -875 -13%
SIA
1525
SkyView Investment Advisors
New Jersey
$315K +$4.26K +80 +1%

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.