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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
FNBTCON
1901
First National Bank & Trust Co of Newtown
Pennsylvania
-$211K -3,725 Closed
APIM
1902
Agate Pass Investment Management
Washington
-$211K -3,720 Closed
RA
1903
Riverstone Advisors
Texas
-$210K -3,705 Closed
TAM
1904
Taurus Asset Management
New York
-$209K -3,700 Closed
MCM
1905
Mengis Capital Management
Oregon
-$208K -3,680 Closed
MCM
1906
Morton Capital Management
California
-$206K -3,645 Closed
CBTWT
1907
Community Bank & Trust (Waco, Texas)
Texas
-$206K -3,630 Closed
CFA
1908
Camarda Financial Advisors
Florida
-$205K -3,625 Closed
LG
1909
LaFleur & Godfrey
Michigan
-$205K -3,625 Closed
GG
1910
GenWealth Group
New Jersey
-$205K -3,620 Closed
NAS
1911
Nicolet Advisory Services
Wisconsin
-$204K -3,610 Closed
PSIWM
1912
Paradigm Strategies in Wealth Management
Minnesota
-$203K -3,585 Closed
SMG
1913
Smart Money Group
Texas
-$203K -3,580 Closed
AB
1914
Atlas Brown
Kentucky
-$201K -3,560 Closed
RI
1915
Rinkey Investments
California
-$187K -3,360 Closed
CA
1916
Cornerstone Advisory
Maryland
-$184K -3,255 Closed
TCM
1917
TD Capital Management
Tennessee
-$167K -2,950 Closed
AIA
1918
Angeles Investment Advisors
California
-$114K -2,005 Closed
AHIA
1919
Andrew Hill Investment Advisors
Florida
-$108K -1,925 Closed
CYG
1920
Clean Yield Group
Vermont
-$108K -1,900 Closed
TCWM
1921
Total Clarity Wealth Management
Illinois
-$108K -1,900 Closed
BCP
1922
Blue Chip Partners
Michigan
-$107K -1,895 Closed
KC
1923
Knuff & Co
California
-$102K -1,795 Closed
CAC
1924
Core Alternative Capital
Georgia
-$57K -1,000 Closed
RPCONE
1925
Retirement Planning Company of New England
Rhode Island
-$56K -1,000 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.