We are live on ! Find out more
IJH icon

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
MAP
1626
Moody Aldrich Partners
Massachusetts
$243K
SSC
1627
Syverson Strege & Co
Iowa
$241K
WIA
1628
World Investment Advisors
California
$240K -$24K -450 -9%
EWA
1629
Evolution Wealth Advisors
Florida
$240K
LJAC
1630
L.J. Altfest & Co
New York
$240K +$532 +10 +0.2%
MS
1631
Madden Securities
Texas
$240K +$238K +4,470 New
FWM
1632
Focused Wealth Management
New York
$239K +$131K +2,460 +124%
EP
1633
Eudaimonia Partners
Tennessee
$239K +$237K +4,460 New
SCA
1634
Sandy Cove Advisors
Massachusetts
$238K +$266 +5 +0.1%
NCM
1635
Northwest Capital Management
Oregon
$238K +$236K +4,430 New
PWM
1636
PBMares Wealth Management
Virginia
$238K +$236K +4,430 New
WAM
1637
WNY Asset Management
New York
$236K
ZCM
1638
Ziegler Capital Management
Illinois
$235K
AC
1639
ASB Consultores
Florida
$234K
VC
1640
Veracity Capital
Georgia
$233K
VBFG
1641
Vishria Bird Financial Group
Tennessee
$233K
SPWM
1642
Schrum Private Wealth Management
Florida
$233K +$266 +5 +0.1%
FWCM
1643
Ferguson Wellman Capital Management
Oregon
$233K +$20K +375 +9%
WPC
1644
White Pine Capital
Minnesota
$232K +$26.6K +500 +13%
CIP
1645
Capital Insight Partners
Arizona
$229K
CWM
1646
Chemistry Wealth Management
New York
$228K -$480K -9,025 -68%
HBT
1647
Hills Bank & Trust
Iowa
$228K -$26.4K -495 -10%
MAM
1648
McLean Asset Management
Virginia
$227K
OR
1649
Olympiad Research
Connecticut
$226K -$277K -5,200 -55%
SSWM
1650
Smith Salley Wealth Management
North Carolina
$226K -$27.7K -520 -11%

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.