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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
SFS
176
Summit Financial Strategies
Ohio
$33.9M -$106K -1,995 -0.3%
CPIG
177
Chicago Partners Investment Group
Illinois
$33.1M +$975K +18,305 +3%
PWLP
178
Prio Wealth Limited Partnership
Massachusetts
$32.9M +$437K +8,215 +1%
ECG
179
Edge Capital Group
Georgia
$32.8M +$29.1M +547,105 +845%
FWM
180
FFT Wealth Management
Pennsylvania
$32.4M -$23.8M -447,435 -43%
EH
181
Equitable Holdings
New York
$32.3M +$2.17M +40,705 +7%
PP
182
Pegasus Partners
Wisconsin
$32M +$748K +14,055 +2%
RWB
183
RMR Wealth Builders
New Jersey
$32M +$3.05M +57,370 +11%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$31.3M -$619K -11,630 -2%
BFA
185
Beaumont Financial Advisors
Massachusetts
$30.9M -$673K -12,640 -2%
MFG
186
Magnus Financial Group
New York
$30.7M +$1.03M +19,315 +3%
NEPPG
187
New England Professional Planning Group
Rhode Island
$30.7M +$830K +15,585 +3%
DADC
188
D.A. Davidson & Co
Montana
$30.7M +$2.31M +43,375 +8%
Thrivent Financial for Lutherans
189
Thrivent Financial for Lutherans
Minnesota
$30.6M -$40.1M -752,745 -57%
CG
190
Colony Group
Massachusetts
$30.5M -$348K -6,545 -1%
AWM
191
AE Wealth Management
Kansas
$30.5M -$884K -16,600 -3%
ZB
192
Zions Bancorporation
Utah
$30.5M -$2.03M -38,165 -6%
RCA
193
Resonant Capital Advisors
Wisconsin
$29.9M -$1.35M -25,285 -4%
JIC
194
Johnson Investment Counsel
Ohio
$29.9M -$385K -7,240 -1%
GW
195
GW & Wade
Massachusetts
$29.9M +$1.05M +19,710 +4%
AAS
196
Ameritas Advisory Services
Nebraska
$29.9M +$332K +6,240 +1%
HG
197
Harbor Group
New Hampshire
$29.8M +$120K +2,250 +0.4%
PSUF
198
People's United Financial
Connecticut
$29.7M -$3.91M -73,440 -12%
GL
199
Graypoint LLC
New York
$29.6M +$5.34M +100,350 +22%
QCG
200
Quadrant Capital Group
Ohio
$29.5M +$591K +11,105 +2%

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.