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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
KP
1576
Keel Point
Alabama
$276K -$4.53K -85 -2%
CAM
1577
Crestone Asset Management
Colorado
$276K
TC
1578
Trust Company
Kansas
$274K
First Manhattan
1579
First Manhattan
New York
$274K +$63.9K +1,200 +31%
PIA
1580
Powell Investment Advisors
Florida
$273K +$532 +10 +0.2%
LWCFA
1581
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$272K
AA
1582
Aufman Associates
Pennsylvania
$271K
WFA
1583
WestHill Financial Advisors
California
$271K +$22.6K +425 +9%
OSAM
1584
O'Shaughnessy Asset Management
Connecticut
$271K +$234K +4,390 +670%
NAMP
1585
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$270K
WTA
1586
Washington Trust Advisors
Massachusetts
$270K
JWM
1587
JFG Wealth Management
Colorado
$270K +$268K +5,025 New
MSCM
1588
McElhenny Sheffield Capital Management
Texas
$269K -$472K -8,865 -64%
BAM
1589
Bosun Asset Management
Illinois
$268K
RWA
1590
Redmont Wealth Advisors
Illinois
$268K
HFS
1591
Heritage Financial Services
Massachusetts
$268K +$13K +245 +5%
WP
1592
WMS Partners
Maryland
$266K -$7.45K -140 -3%
DBIA
1593
Dumont & Blake Investment Advisors
New Jersey
$264K +$266 +5 +0.1%
EP
1594
EPIQ Partners
Minnesota
$264K +$18.4K +345 +8%
TSW
1595
Thompson Siegel & Walmsley
Virginia
$264K +$29.5K +555 +13%
SFP
1596
Sweet Financial Partners
Minnesota
$263K +$5.86K +110 +2%
IA
1597
Inspire Advisors
Idaho
$261K -$74.3K -1,395 -22%
PO
1598
Private Ocean
California
$259K +$1.33K +25 +0.5%
FWI
1599
Facet Wealth Inc
Maryland
$259K +$40.7K +765 +19%
VFPI
1600
Vantage Financial Partners (Illinois)
Illinois
$258K +$18.9K +355 +8%

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.