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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
RAM
1751
Riggs Asset Management
Pennsylvania
$64K -$31.9K -600 -33%
FFA
1752
Fairfield Financial Advisors
Massachusetts
$58K +$57.5K +1,080 New
SCA
1753
Stonebridge Capital Advisors
Minnesota
$58K -$15.7K -295 -22%
ACB
1754
Aristotle Capital Boston
Massachusetts
$56K -$88.1K -1,655 -61%
CBT
1755
CoreFirst Bank & Trust
Kansas
$55K
FCT
1756
First Community Trust
Iowa
$54K
MFG
1757
Monumental Financial Group
Maryland
$54K +$53.2K +1,000 New
PP
1758
PrairieView Partners
Minnesota
$52K
ACA
1759
Atlas Capital Advisors
Wyoming
$50.2K -$453K -8,500 -90%
FFC
1760
First Financial Corp
Indiana
$49K
FPB
1761
First PREMIER Bank
South Dakota
$47K -$26.6K -500 -36%
ACM
1762
Antonetti Capital Management
Florida
$47K
HWA
1763
Heritage Wealth Advisors
Virginia
$45K -$6.58M -123,500 -99%
ME
1764
McIlrath & Eck
Washington
$44K +$12.5K +235 +40%
SWA
1765
Sutton Wealth Advisors
Florida
$42.1K +$1.06K +20 +3%
BSWA
1766
Bromfield Sneider Wealth Advisors
Massachusetts
$42K +$41.8K +785 New
BAM
1767
Bellevue Asset Management
Washington
$41K
IBOK
1768
Independence Bank of Kentucky
Kentucky
$40K
CAM
1769
Costello Asset Management
Pennsylvania
$40K +$39.9K +750 New
FFWM
1770
Future Financial Wealth Management
Ohio
$37K
LFA
1771
Level Financial Advisors
New York
$35K -$4.26K -80 -11%
LAS
1772
Lloyd Advisory Services
Georgia
$35K -$2.66K -50 -7%
MCM
1773
MV Capital Management
Maryland
$35K +$34.9K +655 New
LPWM
1774
Lake Point Wealth Management
Texas
$34K -$15.7K -295 -32%
RCM
1775
Rain Capital Management
Oregon
$34K

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.