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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
Amundi
1751
Amundi
France
$14K
GWA
1752
Gibson Wealth Advisors
Texas
$14K
TWP
1753
TFO Wealth Partners
Ohio
$13K +$4.69K +95 +50%
PWM
1754
Provident Wealth Management
Tennessee
$12K +$11.6K +235 +588%
TFA
1755
Transamerica Financial Advisors
Florida
$12K +$12.3K +250 New
MCM
1756
Mill Capital Management
North Carolina
$11K
IF
1757
Integrity Financial
Wyoming
$10K -$5.92K -120 -36%
PP
1758
PFS Partners
New Jersey
$9.46K
DWA
1759
Delos Wealth Advisors
Texas
$9K
TWA
1760
TCI Wealth Advisors
Arizona
$9K +$2.22K +45 +30%
LDFR
1761
Lehman & Derafelo Financial Resources
Pennsylvania
$9K +$9.38K +190 New
FFC
1762
First Financial Corp
Indiana
$8K -$36K -730 -80%
BBPWM
1763
Blue Bell Private Wealth Management
Pennsylvania
$8K
M1FG
1764
Mach-1 Financial Group
Arkansas
$8K
CMP
1765
Coston McIsaac & Partners
Maine
$8K +$8.39K +170 New
VCM
1766
Versant Capital Management
Arizona
$8K +$8.89K +180 New
SIS
1767
Sound Income Strategies
Florida
$7K +$2.47K +50 +45%
CP
1768
Corbenic Partners
Pennsylvania
$6K
PAIM
1769
Punch & Associates Investment Management
Minnesota
$6K
TAM
1770
Tucker Asset Management
Colorado
$5.66K -$740 -15 -11%
TFA
1771
Toth Financial Advisory
Virginia
$5K -$12.3K -250 -69%
IA
1772
IFS Advisors
Kansas
$4K -$8.64K -175 -63%
KA
1773
Kozak & Associates
Colorado
$4K -$4.44K -90 -50%
AAP
1774
Arax Advisory Partners
Colorado
$4K
CFN
1775
Cordasco Financial Network
Florida
$4K

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.