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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
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$28.5M -$645K -13,060 -2%
SL
177
Salomon & Ludwin
Virginia
$28.4M +$4.7M +95,115 +18%
AWE
178
Avidian Wealth Enterprises
Texas
$28.2M -$1.04M -21,095 -3%
Rafferty Asset Management
179
Rafferty Asset Management
New York
$28.1M -$13.7M -277,220 -31%
PWLP
180
Prio Wealth Limited Partnership
Massachusetts
$28M +$318K +6,445 +1%
MWM
181
Modera Wealth Management
New Jersey
$27.8M -$4.49M -91,055 -13%
FWM
182
FFT Wealth Management
Pennsylvania
$26.9M -$376K -7,620 -1%
MFG
183
Magnus Financial Group
New York
$26.9M +$1.05M +21,320 +4%
NEPPG
184
New England Professional Planning Group
Rhode Island
$26.6M +$1.04M +21,115 +4%
QCG
185
Quadrant Capital Group
Ohio
$26.1M +$1.27M +25,715 +5%
DADC
186
D.A. Davidson & Co
Montana
$26M +$226K +4,580 +0.8%
BFA
187
Beaumont Financial Advisors
Massachusetts
$26M -$121K -2,450 -0.4%
CA
188
Crewe Advisors
Utah
$26M +$1.39M +28,145 +5%
CWA
189
CJM Wealth Advisers
Virginia
$25.9M +$8.12M +164,445 +40%
WAS
190
Wealth Advisory Solutions
Indiana
$25.8M -$3.46M -70,110 -11%
Thrivent Financial for Lutherans
191
Thrivent Financial for Lutherans
Minnesota
$25.6M -$470K -9,530 -2%
HG
192
Harbor Group
New Hampshire
$25.6M +$439K +8,885 +2%
RIS
193
Retirement Income Solutions
Michigan
$25.4M -$7.12M -144,205 -20%
PP
194
PDS Planning
Ohio
$25.3M +$2.74M +55,565 +11%
JIC
195
Johnson Investment Counsel
Ohio
$25.2M -$28.1K -570 -0.1%
GW
196
GW & Wade
Massachusetts
$24.9M -$250K -5,055 -0.9%
ZB
197
Zions Bancorporation
Utah
$24.9M -$824K -16,685 -3%
AWM
198
AE Wealth Management
Kansas
$24.7M -$1.07M -21,580 -4%
SWM
199
Spire Wealth Management
Virginia
$24.5M -$17.1M -346,695 -39%
ETS
200
ESL Trust Services
New York
$24.4M +$307K +6,210 +1%

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.