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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
SAS
151
Sanford Advisory Services
Michigan
$33.3M -$355K -7,185 -1%
SPP
152
Single Point Partners
Massachusetts
$33.2M +$2.15M +43,535 +6%
EWM
153
Evermay Wealth Management
Virginia
$32.8M +$1.47M +29,805 +4%
GBT
154
Grove Bank & Trust
Florida
$32.7M +$205K +4,155 +0.6%
CA
155
Cetera Advisors
Colorado
$32.7M +$13.8M +279,400 +63%
AA
156
ALPS Advisors
Colorado
$32.1M -$1.37M -27,825 -4%
WPA
157
West Paces Advisors
Georgia
$32M +$1.08M +21,870 +3%
JWA
158
JFS Wealth Advisors
Pennsylvania
$31.9M +$190K +3,845 +0.5%
ECG
159
Edge Capital Group
Georgia
$31.4M +$4.04M +81,745 +13%
BWA
160
BDO Wealth Advisors
Florida
$31.3M +$97.5K +1,975 +0.3%
VFPW
161
Vantage Financial Partners (Wisconsin)
Wisconsin
$31M +$12.7M +256,325 +60%
WTC
162
WhitTier Trust Company
Nevada
$30.7M +$1.67M +33,810 +5%
MGIA
163
Moneta Group Investment Advisors
Missouri
$30.7M +$11.2M +227,760 +51%
FSC
164
Full Sail Capital
Oklahoma
$30.6M +$789K +15,975 +2%
CIA
165
Capital Investment Advisors
Georgia
$30.4M -$441K -8,935 -1%
W
166
Wealthquest
Ohio
$30.3M -$1.1M -22,360 -3%
T
167
TrueFG
Texas
$30.2M +$773K +15,660 +2%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$30.1M +$4.05M +81,980 +14%
AAS
169
Ameritas Advisory Services
Nebraska
$29.8M +$5.06M +102,535 +18%
EH
170
Equitable Holdings
New York
$29.7M +$2.76M +55,855 +9%
Fiera Capital (Canada)
171
Fiera Capital (Canada)
Quebec, Canada
$29.1M -$4M -80,955 -11%
I
172
INVST
Indiana
$28.9M +$996K +20,185 +4%
SFS
173
Summit Financial Strategies
Ohio
$28.8M +$309K +6,250 +1%
RWB
174
RMR Wealth Builders
New Jersey
$28.8M +$1.99M +40,365 +7%
TF
175
TimeScale Financial
Massachusetts
$28.6M -$10.9K -220 -0%

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.