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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
ACA
1576
Affinity Capital Advisors
California
$236K +$2.71K +55 +1%
IA
1577
Inspire Advisors
Idaho
$236K +$17.8K +360 +7%
JSL
1578
JT Stratford LLC
Georgia
$235K +$256K +5,195 New
GIA
1579
Goodwin Investment Advisory
Georgia
$234K -$62.7K -1,270 -20%
BFG
1580
Barber Financial Group
Kansas
$234K +$255K +5,160 New
KFP
1581
KMG Fiduciary Partners
Ohio
$233K -$14.1K -285 -5%
CAM
1582
Crestone Asset Management
Colorado
$233K
HFS
1583
Heritage Financial Services
Massachusetts
$232K +$6.66K +135 +3%
LSA
1584
Lion Street Advisors
Texas
$231K -$494 -10 -0.2%
TC
1585
Trust Company
Kansas
$231K
GWSG
1586
GPS Wealth Strategies Group
Colorado
$231K +$19.7K +400 +8%
NW
1587
NewEdge Wealth
Pennsylvania
$231K +$252K +5,095 New
HWM
1588
Horizon Wealth Management
Illinois
$230K +$22K +445 +10%
WP
1589
WMS Partners
Maryland
$229K +$4.94K +100 +2%
AA
1590
Aufman Associates
Pennsylvania
$228K
WTA
1591
Washington Trust Advisors
Massachusetts
$228K
WFA
1592
WestHill Financial Advisors
California
$228K +$247 +5 +0.1%
NAMP
1593
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$227K
WIA
1594
World Investment Advisors
California
$227K +$3.7K +75 +2%
SF
1595
SBK Financial
Virginia
$226K -$72.3K -1,465 -23%
BAM
1596
Bosun Asset Management
Illinois
$226K
RWA
1597
Redmont Wealth Advisors
Illinois
$226K
DBIA
1598
Dumont & Blake Investment Advisors
New Jersey
$223K
EP
1599
EPIQ Partners
Minnesota
$223K
TSW
1600
Thompson Siegel & Walmsley
Virginia
$223K

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.