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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
PMG
1526
Private Management Group
California
$265K +$290K +5,865 New
CC
1527
Cypress Capital
Tennessee
$264K -$197K -3,995 -41%
PIA
1528
Perennial Investment Advisors
California
$263K -$4.44K -90 -2%
AC
1529
Anson Capital
Georgia
$262K +$987 +20 +0.3%
RWM
1530
Rockwood Wealth Management
Pennsylvania
$262K +$286K +5,790 New
BSA
1531
Bull Street Advisors
Georgia
$260K
HFS
1532
Haverford Financial Services
Pennsylvania
$260K
Luther King Capital Management (LKCM)
1533
Luther King Capital Management (LKCM)
Texas
$260K
AWM
1534
Aberdeen Wealth Management
Illinois
$259K
MWM
1535
Madison Wealth Management
Ohio
$257K
WPC
1536
White Pine Capital
Minnesota
$256K +$65.4K +1,325 +31%
NCM
1537
Noesis Capital Mangement
Florida
$255K
PD
1538
Planning Directions
Pennsylvania
$254K +$2.47K +50 +0.9%
MWM
1539
McNaughton Wealth Management
California
$253K
KP
1540
Keel Point
Alabama
$252K -$10.4K -210 -4%
KC
1541
Kenfarb & Co
Kentucky
$252K
SLF
1542
Sun Life Financial
Ontario, Canada
$251K
MPW
1543
Monterey Private Wealth
California
$251K +$247 +5 +0.1%
CDIA
1544
Capital Directions Investment Advisors
Georgia
$251K +$18.5K +375 +7%
FIA
1545
Foundations Investment Advisors
Arizona
$251K +$273K +5,530 New
CHAM
1546
Clear Harbor Asset Management
Connecticut
$249K
BTW
1547
Boston Trust Walden
Massachusetts
$248K
DHFB
1548
Dixon Hubard Feinour & Brown
Virginia
$248K
MM
1549
Meridian Management
Arkansas
$247K -$668K -13,540 -71%
FM
1550
Foster & Motley
Ohio
$247K -$52.8K -1,070 -16%

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.