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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
SFM
1676
Signet Financial Management
New Jersey
$208K -$210K -3,945 -50%
TA
1677
TrueWealth Advisors
Alabama
$207K
PWM
1678
Paulson Wealth Management
Illinois
$206K -$6.12K -115 -3%
DSAM
1679
Dock Street Asset Management
Florida
$204K -$48.7K -915 -19%
EAM
1680
Empirical Asset Management
Massachusetts
$204K +$266 +5 +0.1%
FRA
1681
Front Row Advisors
California
$204K +$1.33K +25 +0.7%
BCM
1682
Bayesian Capital Management
New York
$204K +$203K +3,805 New
RL
1683
Retireful LLC
Michigan
$203K +$215K +4,040 New
SC
1684
Stephens Consulting
Michigan
$201K +$8.25K +155 +4%
PTB
1685
Pioneer Trust Bank
Oregon
$201K
BWM
1686
BNC Wealth Management
Oregon
$201K +$532 +10 +0.3%
GI
1687
Gradient Investments
Minnesota
$200K +$35.7K +670 +22%
MIM
1688
MTM Investment Management
South Carolina
$197K +$11.7K +220 +6%
BW
1689
Bison Wealth
Georgia
$194K +$64.7K +1,215 +51%
SFCL
1690
Strengthening Families & Communities LLC
Massachusetts
$193K +$35.7K +670 +23%
JHCP
1691
Jackson Hole Capital Partners
Oklahoma
$192K -$6.12K -115 -3%
PCTC
1692
Perkins Coie Trust Company
Washington
$186K
AC
1693
AlphaCore Capital
California
$182K +$180K +3,390 New
JWM
1694
Janiczek Wealth Management
Colorado
$181K -$14.4K -270 -7%
PSB
1695
Piscataqua Savings Bank
New Hampshire
$174K +$62K +1,165 +56%
SMG
1696
Spectrum Management Group
Indiana
$173K -$2.93K -55 -2%
RWA
1697
RGT Wealth Advisors
Texas
$173K
MHR
1698
Matthew Hamilton Rosenberg
$171K +$10.6K +200 +7%
HDIM
1699
Hanson & Doremus Investment Management
Vermont
$162K
SC
1700
Steph & Co
Wisconsin
$161K +$6.66K +125 +4%

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.