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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
BNP Paribas Financial Markets
1776
BNP Paribas Financial Markets
France
$33.3K -$437K -8,205 -93%
KFO
1777
Kopp Family Office
Minnesota
$33K
ST
1778
Sageworth Trust
Pennsylvania
$31K
CICI
1779
Capital Investment Counsel Inc
North Carolina
$31K +$30.9K +580 New
EA
1780
Evolution Advisers
Virginia
$30K
BAM
1781
Byrne Asset Management
New Jersey
$29K
TCWA
1782
Ten Capital Wealth Advisors
Washington
$29K
Macquarie Group
1783
Macquarie Group
Australia
$28.4K +$28.1M +528,640 New
GWM
1784
Grand Wealth Management
Michigan
$27K -$799 -15 -3%
GCM
1785
Gables Capital Management
Florida
$27K
LFG
1786
Larson Financial Group
Missouri
$26K +$7.99K +150 +43%
AWM
1787
Accel Wealth Management
Iowa
$24K -$43.1K -810 -65%
RE
1788
RBC Europe
United Kingdom
$24K
RDIA
1789
RE Dickinson Investment Advisors
Iowa
$24K
EW
1790
Emerson Wealth
Michigan
$22K
WAM
1791
Worth Asset Management
Texas
$22K +$25K +470 New
HR
1792
Howe & Rusling
New York
$21K
MSFP
1793
Mark Sheptoff Financial Planning
Connecticut
$21K
HFS
1794
Hantz Financial Services
Michigan
$21K +$13.8K +260 +193%
CTB
1795
Country Trust Bank
Illinois
$20K
ODG
1796
O'Dell Group
Ohio
$20K
FCMT
1797
Founders Capital Management (Texas)
Texas
$19K
TCM
1798
Tradewinds Capital Management
Washington
$19K
TFA
1799
Toth Financial Advisory
Virginia
$19K +$13.3K +250 +227%
IF
1800
Integrity Financial
Wyoming
$18K -$22.4K -420 -56%

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.