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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
DCM
1701
Disciplina Capital Management
Tennessee
$157K
IAIM
1702
Industrial Alliance Investment Management
Quebec, Canada
$155K +$153K +2,880 New
CWP
1703
Concord Wealth Partners
Virginia
$154K +$8.79K +165 +6%
CI
1704
Cordant Inc
Oregon
$149K +$266 +5 +0.2%
FM
1705
Family Management
New York
$137K
AW
1706
Alaethes Wealth
Nevada
$133K
BDWM
1707
Brewin Dolphin Wealth Management
Ireland
$131K
SA
1708
SRH Advisors
Kansas
$129K
DC
1709
DeDora Capital
California
$128K +$127K +2,385 New
IWP
1710
IAG Wealth Partners
Wisconsin
$126K
SMA
1711
Sage Mountain Advisors
Georgia
$125K
IRC
1712
Investors Research Corp
Georgia
$123K +$86.5K +1,625 +244%
RCA
1713
Riverview Capital Advisers
Massachusetts
$119K
KFS
1714
Kelly Financial Services
Massachusetts
$116K -$16.2K -305 -12%
BA
1715
Ballast Advisors
Minnesota
$115K
WBC
1716
West Branch Capital
Massachusetts
$112K -$9.58K -180 -8%
SFC
1717
SYM Financial Corp
Indiana
$112K
AWM
1718
Aspire Wealth Management
Massachusetts
$111K
PWMG
1719
Prestige Wealth Management Group
New Jersey
$111K
MFA
1720
McClarren Financial Advisors
Pennsylvania
$110K -$266 -5 -0.2%
AWM
1721
Angeles Wealth Management
California
$108K +$107K +2,005 New
BCM
1722
Bourgeon Capital Management
Connecticut
$107K
KFP
1723
KB Financial Partners
New Jersey
$107K
LB
1724
Legacy Bridge
Iowa
$107K
MFA
1725
Morling Financial Advisors
California
$107K +$532 +10 +0.5%

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.