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
LPWM
1726
Lake Point Wealth Management
Texas
$29K
RCM
1727
Rain Capital Management
Oregon
$29K
KFO
1728
Kopp Family Office
Minnesota
$28K
Bank Julius Baer & Co
1729
Bank Julius Baer & Co
Switzerland
$28K +$30.1K +610 New
CICI
1730
Capital Investment Counsel Inc
North Carolina
$26K
ST
1731
Sageworth Trust
Pennsylvania
$26K
BAM
1732
Byrne Asset Management
New Jersey
$25K
EA
1733
Evolution Advisers
Virginia
$25K
TCWA
1734
Ten Capital Wealth Advisors
Washington
$25K +$987 +20 +4%
SFG
1735
Steward Financial Group
Texas
$25K +$17.3K +350 +167%
ACB
1736
Aristotle Capital Boston
Massachusetts
$24K -$25.2K -510 -49%
FCT
1737
First Community Trust
Iowa
$23K -$24.7K -500 -50%
GCM
1738
Gables Capital Management
Florida
$23K
GWM
1739
Grand Wealth Management
Michigan
$23K
RE
1740
RBC Europe
United Kingdom
$21K
AWM
1741
Accel Wealth Management
Iowa
$20K
EW
1742
Emerson Wealth
Michigan
$19K
HFS
1743
Hantz Financial Services
Michigan
$18K
HR
1744
Howe & Rusling
New York
$18K
MSFP
1745
Mark Sheptoff Financial Planning
Connecticut
$18K
CTB
1746
Country Trust Bank
Illinois
$17K
ODG
1747
O'Dell Group
Ohio
$17K
CP
1748
Castleview Partners
Texas
$16.4K +$1.48K +30 +15%
FCMT
1749
Founders Capital Management (Texas)
Texas
$16K
LCM
1750
Logan Capital Management
Pennsylvania
$15K

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.