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
LWP
1701
Lumature Wealth Partners
Georgia
$65K -$12.8K -260 -15%
BCV
1702
Banque Cantonale Vaudoise
Switzerland
$64K
LFA
1703
Level Financial Advisors
New York
$64K +$37K +750 +115%
EBA
1704
Eagle Bay Advisors
New York
$63.1K -$375K -7,590 -84%
DCM
1705
Dupont Capital Management
Delaware
$61K -$11.4K -230 -15%
AP
1706
Atwood & Palmer
Missouri
$61K
MWA
1707
Moser Wealth Advisors
Washington
$58K
WOC
1708
West Oak Capital
California
$58K
TFM
1709
TFC Financial Management
Massachusetts
$57K
RAM
1710
Riggs Asset Management
Pennsylvania
$54K
CWA
1711
Clearview Wealth Advisors
Oregon
$50K -$22.7K -460 -30%
SCA
1712
Stonebridge Capital Advisors
Minnesota
$49K
FFA
1713
Fairfield Financial Advisors
Massachusetts
$49K +$247 +5 +0.5%
BCM
1714
Blume Capital Management
California
$48K -$6.91K -140 -12%
CBT
1715
CoreFirst Bank & Trust
Kansas
$46K
PP
1716
PrairieView Partners
Minnesota
$44K
ACA
1717
Atlas Capital Advisors
Wyoming
$42.3K
ACM
1718
Antonetti Capital Management
Florida
$40K
BSWA
1719
Bromfield Sneider Wealth Advisors
Massachusetts
$36K +$247 +5 +0.6%
SWA
1720
Sutton Wealth Advisors
Florida
$35.5K
SMA
1721
Sage Mountain Advisors
Georgia
$35K -$77K -1,560 -67%
BAM
1722
Bellevue Asset Management
Washington
$34K
CAM
1723
Costello Asset Management
Pennsylvania
$34K
IBOK
1724
Independence Bank of Kentucky
Kentucky
$34K
IRC
1725
Investors Research Corp
Georgia
$30K -$80.2K -1,625 -71%

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.