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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
LCM
1801
Logan Capital Management
Pennsylvania
$18K
Amundi
1802
Amundi
France
$17K
GWA
1803
Gibson Wealth Advisors
Texas
$16K +$16K +300 New
IA
1804
IFS Advisors
Kansas
$15K -$6.17M -115,910 -100%
ARIS
1805
Advanced Research Investment Solutions
California
$13K
MCM
1806
Mill Capital Management
North Carolina
$13K
PP
1807
PFS Partners
New Jersey
$11.2K
CP
1808
Castleview Partners
Texas
$11K -$1.8M -33,760 -99%
DWA
1809
Delos Wealth Advisors
Texas
$11K
SFG
1810
Steward Financial Group
Texas
$11K
TWP
1811
TFO Wealth Partners
Ohio
$10K
BBPWM
1812
Blue Bell Private Wealth Management
Pennsylvania
$9K
KA
1813
Kozak & Associates
Colorado
$9K
M1FG
1814
Mach-1 Financial Group
Arkansas
$9K
TWA
1815
TCI Wealth Advisors
Arizona
$8K -$15.4K -290 -66%
AC
1816
Asio Capital
Kentucky
$8K -$8.52K -160 -52%
PAIM
1817
Punch & Associates Investment Management
Minnesota
$8K
BHWM
1818
Bay Harbor Wealth Management
Maryland
$8K +$7.45K +140 New
SLWA
1819
San Luis Wealth Advisors
California
$8K +$7.99K +150 New
TAM
1820
Tucker Asset Management
Colorado
$7.51K +$3.46K +65 +87%
CP
1821
Corbenic Partners
Pennsylvania
$7K -$37.3K -700 -84%
SIS
1822
Sound Income Strategies
Florida
$6K -$25.6K -480 -81%
WWP
1823
WR Wealth Planners
Missouri
$5.69K +$5.59K +105 New
AAP
1824
Arax Advisory Partners
Colorado
$5K -$103K -1,940 -95%
CFN
1825
Cordasco Financial Network
Florida
$5K

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.