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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
SC
1726
Siena Capital
Ohio
$107K +$106K +2,000 New
RMC
1727
Resources Management Corp
Connecticut
$106K -$32.7K -615 -24%
CMBA
1728
C.M. Bidwell & Associates
Hawaii
$106K
HWM
1729
Holloway Wealth Management
Florida
$105K
EAM
1730
Eukles Asset Management
Ohio
$104K +$6.66K +125 +7%
VCM
1731
Vigilant Capital Management
Maine
$102K -$98.5K -1,850 -49%
HH
1732
HWG Holdings
Texas
$100K -$5.15M -96,710 -98%
MRCM
1733
M&R Capital Management
New Jersey
$100K
AWM
1734
AllSquare Wealth Management
New York
$97K
SN
1735
Sittner & Nelson
Oregon
$95K +$22.1K +415 +31%
LWP
1736
Lumature Wealth Partners
Georgia
$91K -$18.6K -350 -17%
ADL
1737
Asset Dedication LLC
California
$90K
RBC
1738
Roble Belko & Company
Pennsylvania
$85K +$13.6K +255 +19%
DCM
1739
Dupont Capital Management
Delaware
$85K +$33.3K +625 +66%
CWA
1740
Clearview Wealth Advisors
Oregon
$84K
WB
1741
West Bancorporation
Iowa
$83K -$31.1K -585 -27%
BCMLT
1742
Beacon Capital Management LLC (Tennessee)
Tennessee
$82K +$81.7K +1,535 New
AW
1743
Avion Wealth
Texas
$77K
BCV
1744
Banque Cantonale Vaudoise
Switzerland
$75K -$13.8K -260 -16%
AP
1745
Atwood & Palmer
Missouri
$72K
SWM
1746
Selective Wealth Management
Virginia
$69K +$68.1K +1,280 New
WOC
1747
West Oak Capital
California
$68K -$7.19K -135 -10%
MWA
1748
Moser Wealth Advisors
Washington
$68K
TFM
1749
TFC Financial Management
Massachusetts
$67K +$266 +5 +0.4%
BCM
1750
Blume Capital Management
California
$65K -$10.6K -200 -14%

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.