We are live on ! Find out more
IJH icon

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
FAG
1626
Fortitude Advisory Group
Washington
$206K -$228K -4,620 -50%
GIP
1627
Granite Investment Partners
California
$206K
MAP
1628
Moody Aldrich Partners
Massachusetts
$205K
PWM
1629
PBMares Wealth Management
Virginia
$205K +$5.43K +110 +2%
ZCM
1630
Ziegler Capital Management
Illinois
$205K +$7.65K +155 +4%
RBFC
1631
Roman Butler Fullerton & Co
Missouri
$204K +$219K +4,435 New
SAM
1632
Strategic Asset Management
Minnesota
$203K -$3.21K -65 -1%
LJAC
1633
L.J. Altfest & Co
New York
$203K +$740 +15 +0.3%
FVWA
1634
Foster Victor Wealth Advisors
South Carolina
$203K +$220K +4,460 New
SBWIC
1635
Schaper Benz & Wise Investment Counsel
Wisconsin
$201K +$219K +4,440 New
AC
1636
ASB Consultores
Florida
$200K +$3.21K +65 +1%
AC
1637
AlphaCore Capital
California
$200K +$50.6K +1,025 +30%
DC
1638
Darrow Company
Massachusetts
$196K +$214K +4,345 New
SFCL
1639
Strengthening Families & Communities LLC
Massachusetts
$193K
HBT
1640
Hills Bank & Trust
Iowa
$192K
MIM
1641
MTM Investment Management
South Carolina
$189K +$22K +445 +12%
WAM
1642
WFA Asset Management
Wisconsin
$186K
FWA
1643
FSC Wealth Advisors
New York
$182K +$6.91K +140 +4%
CCM
1644
Chilton Capital Management
Texas
$181K
FMTCOCP
1645
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$181K
AW
1646
Avion Wealth
Texas
$181K +$126K +2,555 +177%
AIM
1647
Axiom Investment Management
New York
$179K
NFSG
1648
Newbridge Financial Services Group
Florida
$177K -$31.6K -640 -14%
AA
1649
Addison Advisors
Vermont
$176K
FRA
1650
Front Row Advisors
California
$172K

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.