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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
ADBIC
1851
A.D. Beadell Investment Counsel
Wisconsin
-$302K -5,640 Closed
AWA
1852
Aletheian Wealth Advisors
Washington
-$302K -5,635 Closed
RC
1853
Roundview Capital
New Jersey
-$293K -5,465 Closed
CPIA
1854
Cornell Pochily Investment Advisors
New York
-$254K -4,735 Closed
FCFC
1855
First Citizens Financial Corp
Iowa
-$251K -4,675 Closed
NF
1856
NTB Financial
Colorado
-$251K -4,675 Closed
FWSM
1857
First Wilshire Securities Management
California
-$247K -4,600 Closed
RW
1858
REDW Wealth
New Mexico
-$245K -4,570 Closed
WAOTB
1859
Wealth Advisors of Tampa Bay
Florida
-$244K -4,550 Closed
MS
1860
Madden Securities
Texas
-$240K -4,470 Closed
WAM
1861
WNY Asset Management
New York
-$236K -4,395 Closed
FWCM
1862
Ferguson Wellman Capital Management
Oregon
-$233K -4,345 Closed
VBFG
1863
Vishria Bird Financial Group
Tennessee
-$233K -4,345 Closed
VC
1864
Veracity Capital
Georgia
-$233K -4,340 Closed
CIP
1865
Capital Insight Partners
Arizona
-$229K -4,260 Closed
CWM
1866
Chemistry Wealth Management
New York
-$228K -4,250 Closed
MAM
1867
McLean Asset Management
Virginia
-$227K -4,235 Closed
OR
1868
Olympiad Research
Connecticut
-$226K -4,220 Closed
SSWM
1869
Smith Salley Wealth Management
North Carolina
-$226K -4,215 Closed
RPG
1870
Resource Planning Group
Georgia
-$226K -4,210 Closed
GSC
1871
Ground Swell Capital
South Carolina
-$226K -4,205 Closed
DA
1872
Detalus Advisors
Missouri
-$224K -4,175 Closed
RCM
1873
Radnor Capital Management
Pennsylvania
-$224K -4,165 Closed
CAM
1874
Covenant Asset Management
New Jersey
-$222K -4,140 Closed
WMA
1875
West Michigan Advisors
Michigan
-$222K -4,140 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.