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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
Lazard Asset Management
151
Lazard Asset Management
New York
$40.6M -$800K -15,030 -2%
SAS
152
Sanford Advisory Services
Michigan
$39.9M
AA
153
ALPS Advisors
Colorado
$39.6M -$5.8M -108,975 -13%
RWM
154
RKL Wealth Management
Pennsylvania
$39.5M +$1.9M +35,635 +5%
W
155
Wealthquest
Ohio
$39.2M
HFS
156
HBC Financial Services
Washington
$39.1M +$407K +7,640 +1%
Fiera Capital (Canada)
157
Fiera Capital (Canada)
Quebec, Canada
$38.8M +$437K +8,215 +1%
GBT
158
Grove Bank & Trust
Florida
$38.5M +$1.06M +19,945 +3%
RIS
159
Retirement Income Solutions
Michigan
$37.9M +$717K +13,470 +2%
MWM
160
Modera Wealth Management
New Jersey
$37.9M -$10.3M -193,990 -22%
JWA
161
JFS Wealth Advisors
Pennsylvania
$37.7M +$494K +9,280 +1%
RC
162
RegentAtlantic Capital
New Jersey
$37.5M +$4.22M +79,330 +13%
EWM
163
Evermay Wealth Management
Virginia
$37.3M +$952K +17,885 +3%
BPA
164
Beacon Pointe Advisors
California
$37.2M +$18.7M +351,175 +103%
SPP
165
Single Point Partners
Massachusetts
$37M +$1.86M +35,005 +5%
BWA
166
BDO Wealth Advisors
Florida
$37M +$1.98M +37,135 +6%
WPA
167
West Paces Advisors
Georgia
$36.8M +$1.28M +24,130 +4%
CIA
168
Capital Investment Advisors
Georgia
$36.5M -$713K -13,385 -2%
FSC
169
Full Sail Capital
Oklahoma
$35.4M -$4.47M -83,865 -11%
T
170
TrueFG
Texas
$35M +$889K +16,690 +3%
WTC
171
WhitTier Trust Company
Nevada
$34.6M +$2.71M +50,880 +9%
AWE
172
Avidian Wealth Enterprises
Texas
$34.6M +$1.99M +37,460 +6%
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
$34.5M +$22.2M +416,885 +184%
WAS
174
Wealth Advisory Solutions
Indiana
$34.3M +$34.1M +639,590 New
TF
175
TimeScale Financial
Massachusetts
$34M +$95.6K +1,795 +0.3%

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.