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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
HFA
1826
HC Financial Advisors
California
$5K
LWP
1827
Laurel Wealth Planning
Minnesota
$5K +$4.79K +90 New
CAM
1828
Close Asset Management
United Kingdom
$4K
LWA
1829
Lowe Wealth Advisors
Maryland
$4K
TVWM
1830
Tower View Wealth Management
Wisconsin
$4K
NDSI
1831
Newman Dignan & Sheerar Inc
Rhode Island
$3.56K +$17.8K +335 +0.5%
PWM
1832
Provident Wealth Management
Tennessee
$2K
SIC
1833
SJS Investment Consulting
Ohio
$2K
ONST
1834
Old North State Trust
North Carolina
$1.55K -$1.53M -28,780 -100%
OIS
1835
Okabena Investment Services
Minnesota
$1K -$241K -4,520 -100%
CCM
1836
Cribstone Capital Management
Maine
$1K -$13.3K -250 -93%
HCP
1837
Hexagon Capital Partners
Arkansas
$1K
ICM
1838
Islay Capital Management
Texas
$1K
RCM
1839
Regency Capital Management
Hawaii
$1K
SJIA
1840
St. James Investment Advisors
New York
$1K
WB
1841
Webster Bank
Connecticut
$1K
ED
1842
Exane Derivatives
France
$268
WIM
1843
Westside Investment Management
California
$58
Victory Capital Management
1844
Victory Capital Management
Texas
-$348M -6,153,405 Closed
JSW
1845
Journey Strategic Wealth
New Jersey
-$56.1M -991,590 Closed
CA
1846
Cambridge Associates
Massachusetts
-$16.1M -285,160 Closed
NAM
1847
NorthCrest Asset Manangement
Minnesota
-$10.7M -189,070 Closed
FMP
1848
Financial Management Professionals
Texas
-$9.07M -160,175 Closed
ECM
1849
ExodusPoint Capital Management
New York
-$5.91M -104,375 Closed
SFS
1850
Sowell Financial Services
Arkansas
-$5.01M -88,510 Closed

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.