We are live on ! Find out more
IJH icon

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
SC
1876
Stolper & Co
Oklahoma
-$220K -4,105 Closed
GG
1877
Greenwood Gearhart
Arkansas
-$220K -4,095 Closed
FA
1878
Fortis Advisors
Pennsylvania
-$217K -4,045 Closed
RL
1879
Retireful LLC
Michigan
-$203K -4,040 Closed
FUBT
1880
First United Bank & Trust
Maryland
-$217K -4,035 Closed
MGIA
1881
Matthew Goff Investment Advisor
Texas
-$216K -4,030 Closed
CI
1882
Ceera Investments
Texas
-$212K -3,950 Closed
HCM
1883
Hall Capital Management
Rhode Island
-$211K -3,940 Closed
DJSG
1884
D.J. St. Germain
Massachusetts
-$211K -3,925 Closed
SFM
1885
Signet Financial Management
New Jersey
-$208K -3,875 Closed
PWM
1886
Paulson Wealth Management
Illinois
-$206K -3,830 Closed
BCM
1887
Bayesian Capital Management
New York
-$204K -3,805 Closed
DSAM
1888
Dock Street Asset Management
Florida
-$204K -3,800 Closed
EAM
1889
Empirical Asset Management
Massachusetts
-$204K -3,795 Closed
PTB
1890
Pioneer Trust Bank
Oregon
-$201K -3,750 Closed
BWM
1891
BNC Wealth Management
Oregon
-$201K -3,745 Closed
TA
1892
TrueWealth Advisors
Alabama
-$207K -3,660 Closed
CI
1893
Cordant Inc
Oregon
-$149K -2,765 Closed
AW
1894
Alaethes Wealth
Nevada
-$133K -2,475 Closed
DC
1895
DeDora Capital
California
-$128K -2,385 Closed
RCA
1896
Riverview Capital Advisers
Massachusetts
-$119K -2,215 Closed
MFA
1897
McClarren Financial Advisors
Pennsylvania
-$110K -2,075 Closed
ADL
1898
Asset Dedication LLC
California
-$90K -1,690 Closed
MFG
1899
Monumental Financial Group
Maryland
-$54K -1,000 Closed
FFWM
1900
Future Financial Wealth Management
Ohio
-$37K -685 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.