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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
N
1801
Natixis
France
-$17.5M -326,190 Closed
BHB
1802
Bank Hapoalim BM
Israel
-$15M -280,000 Closed
BHCM
1803
Brevan Howard Capital Management
Jersey
-$13.8M -256,310 Closed
FSA
1804
Financial Sense Advisors
California
-$10.4M -194,625 Closed
AWM
1805
Aries Wealth Management
Maine
-$7.88M -146,805 Closed
Citadel Advisors
1806
Citadel Advisors
Florida
-$7.17M -145,245 Closed
Susquehanna International Group
1807
Susquehanna International Group
Pennsylvania
-$6.5M -131,650 Closed
LWMNY
1808
Landmark Wealth Management (New York)
New York
-$3.45M -128,120 Closed
IPW
1809
IronBridge Private Wealth
Texas
-$5.27M -98,165 Closed
CIC
1810
Cornercap Investment Counsel
Georgia
-$5.14M -95,765 Closed
PWAG
1811
Polaris Wealth Advisory Group
California
-$4.08M -78,205 Closed
PWP
1812
Personal Wealth Partners
Minnesota
-$4.19M -78,050 Closed
TWP
1813
Transparent Wealth Partners
Arkansas
-$2.84M -52,925 Closed
LWM
1814
Lionsbridge Wealth Management
Florida
-$2.53M -47,085 Closed
FTUS
1815
Flow Traders U.S.
New York
-$2.03M -37,800 Closed
LB
1816
Leo Brokerage
Texas
-$1.72M -32,040 Closed
LNWTC
1817
Laird Norton Wetherby Trust Company
Washington
-$1.58M -29,550 Closed
AC
1818
Allstate Corporation
Illinois
-$1.58M -29,450 Closed
Wolverine Trading
1819
Wolverine Trading
Illinois
-$1.59M -29,220 Closed
BMCM
1820
Bryn Mawr Capital Management
Pennsylvania
-$1.46M -27,205 Closed
SCP
1821
Syntal Capital Partners
Texas
-$1.3M -24,225 Closed
X
1822
Xponance
Pennsylvania
-$1.06M -19,815 Closed
PAG
1823
Paladin Advisory Group
Iowa
-$946K -19,160 Closed
FLI
1824
Family Legacy Inc
South Carolina
-$1.01M -18,860 Closed
AMBIA
1825
Allen Mooney & Barnes Investment Advisors
Georgia
-$1M -18,720 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.