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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
CPSAC
1551
Chas P. Smith & Associates (CPS)
Florida
$245K
DCM
1552
Donaldson Capital Management
Indiana
$245K +$2.47K +50 +0.9%
BFA
1553
Bluestem Financial Advisors
Illinois
$244K -$38.5K -780 -13%
LWAC
1554
Laurel Wealth Advisors (California)
California
$244K -$37K -750 -12%
TWP
1555
Total Wealth Planning
Ohio
$244K -$29.4K -595 -10%
GA
1556
Geller Advisors
New York
$244K
JC
1557
JB Capital
Connecticut
$244K +$3.21K +65 +1%
PFG
1558
PAX Financial Group
Texas
$244K +$8.39K +170 +3%
CPA
1559
Capital Planning Advisors
California
$242K -$12.3K -250 -4%
MWA
1560
Monograph Wealth Advisors
California
$242K
SWM
1561
Segment Wealth Management
Texas
$242K
VWA
1562
Visionary Wealth Advisors
Illinois
$242K +$1.48K +30 +0.6%
FP
1563
Financial Perspectives
Minnesota
$241K
BFIM
1564
Beese Fulmer Investment Management
Ohio
$241K +$263K +5,320 New
OSAM
1565
O'Shaughnessy Asset Management
Connecticut
$240K +$13.3K +270 +5%
BBW
1566
Blue Barn Wealth
Utah
$239K -$12.3K -250 -5%
LWM
1567
Laidlaw Wealth Management
New York
$239K
SBL
1568
Sargent Bickham Lagudis
Colorado
$239K
SWRP
1569
Summit Wealth & Retirement Planning
California
$239K +$260K +5,275 New
B
1570
Bellecapital
Switzerland
$238K
EC
1571
Estate Counselors
Wisconsin
$238K
Bank of Montreal
1572
Bank of Montreal
Ontario, Canada
$238K +$7.11M +144,000 +3%
CDH
1573
Charles D. Hyman
$237K
CWS
1574
Cypress Wealth Services
California
$237K +$26.9K +545 +12%
BCM
1575
BTC Capital Management
Iowa
$236K -$911K -18,455 -78%

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.