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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
AIM
1876
Aspen Investment Management
Michigan
-$507K -8,960 Closed
C
1877
CEDRUS
Colorado
-$458K -8,085 Closed
VCP
1878
Vista Capital Partners
Oregon
-$412K -7,270 Closed
ACM
1879
Allred Capital Management
Texas
-$380K -6,725 Closed
FCH
1880
Freestone Capital Holdings
Washington
-$361K -6,380 Closed
EA
1881
Elm Advisors
California
-$357K -6,310 Closed
BBA
1882
Braun-Bostich & Associates
Pennsylvania
-$336K -6,230 Closed
MFP
1883
Meridian Financial Partners
Virginia
-$333K -6,215 Closed
CST
1884
Charles Schwab Trust
Nevada
-$342K -6,045 Closed
HNW
1885
High Note Wealth
Minnesota
-$334K -5,915 Closed
LC
1886
Lavaca Capital
Texas
-$287K -5,075 Closed
ODFS
1887
O'Donnell Financial Services
California
-$255K -4,955 Closed
APWA
1888
Atlas Private Wealth Advisors
New Jersey
-$257K -4,540 Closed
RBFC
1889
Roman Butler Fullerton & Co
Missouri
-$247K -4,495 Closed
PAM
1890
Premier Asset Management
Illinois
-$249K -4,400 Closed
GC
1891
Gibson Capital
Pennsylvania
-$247K -4,380 Closed
COF
1892
Capital One Financial
Virginia
-$244K -4,310 Closed
MWA
1893
MFA Wealth Advisors
Pennsylvania
-$241K -4,245 Closed
HIP
1894
HUB Investment Partners
Texas
-$236K -4,170 Closed
SWMG
1895
Signature Wealth Management Group
Georgia
-$231K -4,070 Closed
TCMP
1896
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$223K -3,940 Closed
Select Equity Group
1897
Select Equity Group
New York
-$219K -3,875 Closed
CCFM
1898
Clear Creek Financial Management
Washington
-$216K -3,810 Closed
SIMG
1899
Sonora Investment Management Group
Arizona
-$214K -3,775 Closed
MHWM
1900
Montz Harcus Wealth Management
Louisiana
-$212K -3,740 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.