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
HFA
1776
HC Financial Advisors
California
$4K
VCM
1777
Vigilant Capital Management
Maine
$3K -$90.1K -1,825 -96%
LWA
1778
Lowe Wealth Advisors
Maryland
$3K
TVWM
1779
Tower View Wealth Management
Wisconsin
$3K
ONST
1780
Old North State Trust
North Carolina
$1.3K
BRWM
1781
B. Riley Wealth Management
Tennessee
$1.03K +$521K +10,550 +86%
WAM
1782
Worth Asset Management
Texas
$1K -$22K -445 -95%
CCM
1783
Cribstone Capital Management
Maine
$1K
OIS
1784
Okabena Investment Services
Minnesota
$1K
RCM
1785
Regency Capital Management
Hawaii
$1K
SJIA
1786
St. James Investment Advisors
New York
$1K
HCP
1787
Hexagon Capital Partners
Arkansas
$1K +$247 +5 +25%
KFAA
1788
Klaas Financial Asset Advisors
Illinois
$1K +$740 +15 New
KC
1789
Knuff & Co
California
$1K +$987 +20 New
BCMIO
1790
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$1.23K +25 New
GA
1791
GoalVest Advisory
New York
$1K +$1.23K +25 New
IAIM
1792
International Assets Investment Management
Florida
$980 +$26.4K +535 +3%
WWP
1793
WR Wealth Planners
Missouri
$905 -$4.2K -85 -81%
GSAM
1794
Grant Street Asset Management
Pennsylvania
$319 -$23.4K -475 -6%
ED
1795
Exane Derivatives
France
$226
WIM
1796
Westside Investment Management
California
$90 +$44.4K +900 +82%
RDIA
1797
RE Dickinson Investment Advisors
Iowa
$20
TA
1798
Tiedemann Advisors
New York
-$257M -4,797,795 Closed
AP
1799
Advisors Preferred
Maryland
-$47.7M -883,850 Closed
KAM
1800
Kensington Asset Management
Texas
-$47.4M -883,850 Closed

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.