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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
WPWM
1926
Western Pacific Wealth Management
Illinois
-$56K -1,000 Closed
DAM
1927
Delta Asset Management
Tennessee
-$54K -955 Closed
SC
1928
Solstein Capital
California
-$17K -295 Closed
EFS
1929
Econ Financial Services
Pennsylvania
-$14K -250 Closed
VNA
1930
Valley National Advisers
Pennsylvania
-$14K -245 Closed
MTWM
1931
Masso Torrence Wealth Management
New Jersey
-$14K -240 Closed
APC
1932
Aspire Private Capital
North Carolina
-$13K -225 Closed
WFS
1933
Widmann Financial Services
Maryland
-$11K -210 Closed
BL
1934
Balentine LLC
Georgia
-$11K -200 Closed
AIM
1935
AHL Investment Management
Florida
-$8K -150 Closed
SFPG
1936
Stonebridge Financial Planning Group
Florida
-$8K -150 Closed
SL
1937
Savior LLC
Massachusetts
-$7K -115 Closed
AWM
1938
Activest Wealth Management
Florida
-$6K -110 Closed
UFF
1939
USA Financial Formulas
Michigan
-$6K -110 Closed
RK
1940
Rather & Kittrell
Tennessee
-$5K -105 Closed
TLCM
1941
Twin Lakes Capital Management
California
-$5K -90 Closed
CB
1942
CNB Bank
Pennsylvania
-$4K -75 Closed
AWA
1943
Aquire Wealth Advisors
Utah
-$1K -25 Closed
BHWM
1944
Beaird Harris Wealth Management
Texas
-$1K -25 Closed
CCMW
1945
Cypress Capital Management (Wyoming)
Wyoming
-$1K -15 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.