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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
CI
1826
Cigna Investments
Connecticut
-$955K -17,800 Closed
IWS
1827
Insight Wealth Strategies
California
-$904K -16,850 Closed
EPWM
1828
Essex Private Wealth Management
Massachusetts
-$805K -15,000 Closed
NLP
1829
Next Level Private
New York
-$727K -13,540 Closed
HT
1830
HighTower Trust
Texas
-$675K -12,580 Closed
FC
1831
Fulcrum Capital
Washington
-$648K -12,080 Closed
IFS
1832
Intelligent Financial Strategies
Minnesota
-$617K -11,490 Closed
BP
1833
BBR Partners
New York
-$603K -11,245 Closed
FPOC
1834
Financial Planners of Cleveland
Ohio
-$583K -10,855 Closed
BHTS
1835
Bar Harbor Trust Services
Maine
-$498K -9,285 Closed
QC
1836
Quent Capital
New York
-$458K -8,535 Closed
SFG
1837
Sowa Financial Group
Rhode Island
-$456K -8,495 Closed
FANJ
1838
Financial Architects (New Jersey)
New Jersey
-$435K -8,100 Closed
BRA
1839
Biechele Royce Advisors
Indiana
-$374K -7,575 Closed
WA
1840
Wealth Architects
California
-$402K -7,495 Closed
SAM
1841
Strategy Asset Managers
California
-$398K -7,415 Closed
SF
1842
Safeguard Financial
Wisconsin
-$396K -7,370 Closed
FFA
1843
Freedman Financial Associates
Massachusetts
-$380K -7,040 Closed
RPSA
1844
Richard P. Slaughter Associates
Texas
-$335K -6,260 Closed
JWM
1845
JGP Wealth Management
Oregon
-$315K -6,045 Closed
WAM
1846
WealthTrust Asset Management
Florida
-$318K -5,920 Closed
CWM
1847
CMH Wealth Management
New Hampshire
-$313K -5,825 Closed
EWP
1848
Engrave Wealth Partners
Texas
-$312K -5,815 Closed
FA
1849
Fermata Advisors
California
-$311K -5,790 Closed
SW
1850
SkyOak Wealth
Michigan
-$305K -5,680 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.