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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
BBW
1551
Blue Barn Wealth
Utah
$297K +$5.86K +110 +2%
BTW
1552
Boston Trust Walden
Massachusetts
$295K
CHAM
1553
Clear Harbor Asset Management
Connecticut
$295K
DHFB
1554
Dixon Hubard Feinour & Brown
Virginia
$294K -$26.6K -500 -8%
RC
1555
Roundview Capital
New Jersey
$293K +$291K +5,465 New
NSAM
1556
North Star Asset Management
Wisconsin
$292K
KFP
1557
KMG Fiduciary Partners
Ohio
$291K -$14.9K -280 -5%
SCM
1558
Schnieders Capital Management
California
$291K
CPSAC
1559
Chas P. Smith & Associates (CPS)
Florida
$291K +$14.1K +265 +5%
GA
1560
Geller Advisors
New York
$290K
DCM
1561
Donaldson Capital Management
Indiana
$288K -$14.1K -265 -5%
MWA
1562
Monograph Wealth Advisors
California
$287K
SWM
1563
Segment Wealth Management
Texas
$287K
FP
1564
Financial Perspectives
Minnesota
$286K -$7.19K -135 -2%
JC
1565
JB Capital
Connecticut
$286K +$1.06K +20 +0.4%
VWA
1566
Visionary Wealth Advisors
Illinois
$286K +$1.86K +35 +0.7%
SBL
1567
Sargent Bickham Lagudis
Colorado
$284K -$20K -375 -7%
EC
1568
Estate Counselors
Wisconsin
$283K -$33.3K -625 -11%
LWM
1569
Laidlaw Wealth Management
New York
$283K +$12.5K +235 +5%
B
1570
Bellecapital
Switzerland
$282K
CDH
1571
Charles D. Hyman
$281K
PFG
1572
PAX Financial Group
Texas
$280K +$12.5K +235 +5%
RTS
1573
Round Table Services
New Jersey
$279K +$277K +5,205 New
CDIA
1574
Capital Directions Investment Advisors
Georgia
$277K -$11.2K -210 -4%
ACA
1575
Affinity Capital Advisors
California
$277K +$532 +10 +0.2%

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.