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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
H
1601
HoyleCohen
California
$257K -$161K -3,025 -39%
TYCC
1602
Texas Yale Capital Corp
Florida
$255K
BMC
1603
Beaton Management Company
Massachusetts
$255K +$253K +4,750 New
ZIG
1604
Zuckerman Investment Group
Illinois
$254K
CPIA
1605
Cornell Pochily Investment Advisors
New York
$254K +$266 +5 +0.1%
VBWMG
1606
Von Berge Wealth Management Group
California
$253K -$9.85K -185 -4%
CA
1607
Carson Advisory
Georgia
$253K -$799 -15 -0.3%
ORC
1608
O'Rourke & Company
Massachusetts
$253K +$266 +5 +0.1%
TWM
1609
Tradition Wealth Management
Minnesota
$253K +$266 +5 +0.1%
GWSG
1610
GPS Wealth Strategies Group
Colorado
$253K +$14.4K +270 +6%
CWS
1611
Cypress Wealth Services
California
$252K -$2.66K -50 -1%
KC
1612
Kenfarb & Co
Kentucky
$252K
FCFC
1613
First Citizens Financial Corp
Iowa
$251K -$28K -525 -10%
NF
1614
NTB Financial
Colorado
$251K -$1.86K -35 -0.7%
NB
1615
Nicolet Bankshares
Wisconsin
$250K
HWM
1616
Horizon Wealth Management
Illinois
$248K
FWSM
1617
First Wilshire Securities Management
California
$247K -$101K -1,900 -29%
AMC
1618
Asset Management Corp
Illinois
$247K
CCA
1619
Column Capital Advisors
Indiana
$246K -$160K -3,000 -40%
SAM
1620
Strategic Asset Management
Minnesota
$245K -$3.19K -60 -1%
RW
1621
REDW Wealth
New Mexico
$245K
NAMM
1622
NorthStar Asset Management (Massachusetts)
Massachusetts
$245K
NFSG
1623
Newbridge Financial Services Group
Florida
$244K -$5.86K -110 -2%
GIP
1624
Granite Investment Partners
California
$244K
WAOTB
1625
Wealth Advisors of Tampa Bay
Florida
$244K

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.