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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
RPG
1651
Resource Planning Group
Georgia
$226K
GSC
1652
Ground Swell Capital
South Carolina
$226K +$224K +4,205 New
RCM
1653
Radnor Capital Management
Pennsylvania
$224K -$20K -375 -8%
DA
1654
Detalus Advisors
Missouri
$224K
WG
1655
Welch Group
Alabama
$223K
LSA
1656
Lion Street Advisors
Texas
$223K +$532 +10 +0.2%
WMA
1657
West Michigan Advisors
Michigan
$222K -$35.1K -660 -14%
CAM
1658
Covenant Asset Management
New Jersey
$222K
WAM
1659
WFA Asset Management
Wisconsin
$220K +$218K +4,100 New
SC
1660
Stolper & Co
Oklahoma
$220K
GG
1661
Greenwood Gearhart
Arkansas
$220K +$218K +4,095 New
WWA
1662
WC Walker & Associates
California
$220K +$223K +4,180 New
FUBT
1663
First United Bank & Trust
Maryland
$217K
FA
1664
Fortis Advisors
Pennsylvania
$217K +$205K +3,850 +1,974%
MGIA
1665
Matthew Goff Investment Advisor
Texas
$216K
CCM
1666
Chilton Capital Management
Texas
$215K -$799 -15 -0.4%
FMTCOCP
1667
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$214K +$192K +3,615 +964%
PIFP
1668
Partners in Financial Planning
Virginia
$213K +$266 +5 +0.1%
AWM
1669
Accurate Wealth Management
Florida
$213K +$211K +3,965 New
CI
1670
Ceera Investments
Texas
$212K
DJSG
1671
D.J. St. Germain
Massachusetts
$211K -$5.86K -110 -3%
AIM
1672
Axiom Investment Management
New York
$211K -$799 -15 -0.4%
HCM
1673
Hall Capital Management
Rhode Island
$211K
AA
1674
Addison Advisors
Vermont
$209K
FWA
1675
FSC Wealth Advisors
New York
$209K +$3.46K +65 +2%

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.