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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
AWAG
1526
ARS Wealth Advisors Group
Florida
$315K +$6.66K +125 +2%
APW
1527
Aurora Private Wealth
New Jersey
$314K +$16.8K +315 +6%
PIA
1528
Perennial Investment Advisors
California
$313K +$10.4K +195 +3%
CWM
1529
CMH Wealth Management
New Hampshire
$313K +$310K +5,825 New
BO
1530
Bank OZK
Arkansas
$312K -$82.5K -1,550 -21%
EWP
1531
Engrave Wealth Partners
Texas
$312K
AL
1532
ADE LLC
Maryland
$311K -$164K -3,080 -35%
FA
1533
Fermata Advisors
California
$311K +$22.9K +430 +8%
AC
1534
Anson Capital
Georgia
$310K +$3.19K +60 +1%
HFS
1535
Haverford Financial Services
Pennsylvania
$309K +$65.2K +1,225 +27%
BSA
1536
Bull Street Advisors
Georgia
$308K
AWM
1537
Aberdeen Wealth Management
Illinois
$307K
AIC
1538
Archer Investment Corporation
Indiana
$307K +$4.26K +80 +1%
SW
1539
SkyOak Wealth
Michigan
$305K
Luther King Capital Management (LKCM)
1540
Luther King Capital Management (LKCM)
Texas
$304K
MWM
1541
Madison Wealth Management
Ohio
$304K +$10.6K +200 +4%
NCM
1542
Noesis Capital Mangement
Florida
$303K -$195K -3,665 -39%
SW
1543
SlateStone Wealth
Florida
$303K
AWA
1544
Aletheian Wealth Advisors
Washington
$302K -$359K -6,745 -54%
MPW
1545
Monterey Private Wealth
California
$302K -$34.9K -655 -11%
ADBIC
1546
A.D. Beadell Investment Counsel
Wisconsin
$302K
MWM
1547
McNaughton Wealth Management
California
$301K -$22.6K -425 -7%
CPA
1548
Capital Planning Advisors
California
$301K
PD
1549
Planning Directions
Pennsylvania
$299K +$1.06K +20 +0.4%
SLF
1550
Sun Life Financial
Ontario, Canada
$298K

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.