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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
PA
1851
PFG Advisors
Arizona
-$3.99M -70,400 Closed
TRCT
1852
Tower Research Capital (TRC)
New York
-$3.97M -70,135 Closed
CHP
1853
Cable Hill Partners
Oregon
-$3.61M -63,795 Closed
FTS
1854
Fifth Third Securities
Ohio
-$2.91M -51,465 Closed
SWM
1855
Scissortail Wealth Management
Oklahoma
-$2.66M -46,970 Closed
WAOI
1856
Wealth Advisors of Iowa
Iowa
-$2.42M -42,645 Closed
QT
1857
Quantbot Technologies
New York
-$1.45M -25,625 Closed
ARC
1858
Advisor Resource Council
Texas
-$1.35M -23,885 Closed
BAM
1859
Berkshire Asset Management
Pennsylvania
-$1.32M -23,350 Closed
ACM
1860
Argent Capital Management
Missouri
-$1.29M -22,710 Closed
IFG
1861
Investors Financial Group
Minnesota
-$1.27M -22,450 Closed
DDC
1862
DF Dent & Co
Maryland
-$1.2M -21,250 Closed
FS
1863
Ferguson Shapiro
Georgia
-$1.13M -19,880 Closed
CQS
1864
Credential Qtrade Securities
-$1.1M -19,350 Closed
LAM
1865
L2 Asset Management
Massachusetts
-$1.01M -17,920 Closed
KWILP
1866
Kiwi Wealth Investments Limited Partnership
New Zealand
-$968K -17,095 Closed
GCM
1867
Goldstream Capital Management
Hong Kong
-$907K -16,020 Closed
BWG
1868
Beta Wealth Group
California
-$789K -14,990 Closed
CIS
1869
Connors Investor Services
Pennsylvania
-$691K -12,210 Closed
W
1870
WorthPointe
California
-$626K -11,640 Closed
CP
1871
Cumberland Partners
Ontario, Canada
-$649K -11,455 Closed
LBC
1872
Lawrence B. Cohen
-$627K -11,075 Closed
Treasurer of the State of North Carolina
1873
Treasurer of the State of North Carolina
North Carolina
-$564K -9,970 Closed
EP
1874
Edgestream Partners
New Jersey
-$548K -9,685 Closed
TI
1875
Tidal Investments
Wisconsin
-$536K -9,475 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.