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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
JWM
1601
JFG Wealth Management
Colorado
$222K -$4.94K -100 -2%
SFP
1602
Sweet Financial Partners
Minnesota
$222K
MSCM
1603
McElhenny Sheffield Capital Management
Texas
$221K -$6.42K -130 -3%
KWM
1604
Keebeck Wealth Management
Illinois
$221K +$241K +4,885 New
VBWMG
1605
Von Berge Wealth Management Group
California
$220K
PO
1606
Private Ocean
California
$217K -$1.23K -25 -0.5%
SCA
1607
Sandy Cove Advisors
Massachusetts
$217K +$17.3K +350 +8%
PSIWM
1608
Paradigm Strategies in Wealth Management
Minnesota
$217K +$237K +4,805 New
AA
1609
Aire Advisors
California
$215K -$190K -3,855 -45%
BMC
1610
Beaton Management Company
Massachusetts
$215K
TYCC
1611
Texas Yale Capital Corp
Florida
$215K
EWA
1612
Evolution Wealth Advisors
Florida
$215K +$14.1K +285 +6%
ZIG
1613
Zuckerman Investment Group
Illinois
$214K
4FG
1614
4Thought Financial Group
New York
$214K +$234K +4,735 New
ORC
1615
O'Rourke & Company
Massachusetts
$213K +$247 +5 +0.1%
TWM
1616
Tradition Wealth Management
Minnesota
$213K +$247 +5 +0.1%
FWM
1617
Focused Wealth Management
New York
$212K +$11.8K +240 +5%
NB
1618
Nicolet Bankshares
Wisconsin
$210K
AMC
1619
Asset Management Corp
Illinois
$209K
CFO
1620
Custos Family Office
Texas
$209K +$229K +4,630 New
CA
1621
Carson Advisory
Georgia
$208K -$5.92K -120 -3%
SPWM
1622
Schrum Private Wealth Management
Florida
$208K +$494 +10 +0.2%
PIFP
1623
Partners in Financial Planning
Virginia
$208K +$494 +10 +0.2%
CCA
1624
Column Capital Advisors
Indiana
$207K +$247 +5 +0.1%
NAMM
1625
NorthStar Asset Management (Massachusetts)
Massachusetts
$206K

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.