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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
1651
Janiczek Wealth Management
Colorado
$169K
GI
1652
Gradient Investments
Minnesota
$166K -$3.21K -65 -2%
SSC
1653
Syverson Strege & Co
Iowa
$163K -$43.4K -880 -20%
JHCP
1654
Jackson Hole Capital Partners
Oklahoma
$162K
PCTC
1655
Perkins Coie Trust Company
Washington
$157K
WWMSC
1656
Wagner Wealth Management (South Carolina)
South Carolina
$154K -$168K -3,410 -50%
MBFW
1657
Morton Brown Family Wealth
Pennsylvania
$151K +$164K +3,330 New
MHR
1658
Matthew Hamilton Rosenberg
$147K
PSB
1659
Piscataqua Savings Bank
New Hampshire
$146K
TCWM
1660
Total Clarity Wealth Management
Illinois
$145K +$158K +3,205 New
DCM
1661
Disciplina Capital Management
Tennessee
$140K +$8.64K +175 +6%
HDIM
1662
Hanson & Doremus Investment Management
Vermont
$137K
RWA
1663
RGT Wealth Advisors
Texas
$136K -$10.4K -210 -7%
MCM
1664
MV Capital Management
Maryland
$133K +$112K +2,275 +347%
CWP
1665
Concord Wealth Partners
Virginia
$132K +$1.98K +40 +1%
SC
1666
Steph & Co
Wisconsin
$131K -$4.69K -95 -3%
IAIM
1667
Industrial Alliance Investment Management
Quebec, Canada
$130K
SMG
1668
Spectrum Management Group
Indiana
$120K -$28.1K -570 -18%
IWP
1669
IAG Wealth Partners
Wisconsin
$119K +$13.8K +280 +12%
FM
1670
Family Management
New York
$116K
BDWM
1671
Brewin Dolphin Wealth Management
Ireland
$111K
SA
1672
SRH Advisors
Kansas
$109K
SFC
1673
SYM Financial Corp
Indiana
$105K +$11.8K +240 +12%
RIM
1674
Rockbridge Investment Management
New York
$98.4K -$1.55M -31,475 -94%
RBC
1675
Roble Belko & Company
Pennsylvania
$98K +$29.4K +595 +38%

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.