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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
CA
201
Crewe Advisors
Utah
$29.3M +$2.66M +49,930 +10%
WSFS
202
Wilmington Savings Fund Society
Delaware
$29.1M -$1.26M -23,630 -4%
CAI
203
Capital Advisors Inc
Oklahoma
$28.9M -$15M -280,955 -34%
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$28.6M +$285K +5,355 +1%
ETS
205
ESL Trust Services
New York
$28.6M +$81.7K +1,535 +0.3%
SL
206
Salomon & Ludwin
Virginia
$28.5M +$2.02M +37,945 +8%
CFIA
207
Cantor Fitzgerald Investment Advisors
New York
$28.5M -$1.8M -33,750 -6%
AWS
208
Atria Wealth Solutions
New York
$27.6M +$27.4M +515,145 New
AFA
209
American Financial Advisors
Georgia
$27.6M -$418K -7,855 -2%
TC
210
Trilogy Capital
California
$27.6M +$3.67M +68,910 +15%
HI
211
Hudock Inc
Pennsylvania
$27.2M +$11.8M +221,270 +78%
PP
212
PDS Planning
Ohio
$27M +$1.97M +36,995 +8%
PGA
213
Portland Global Advisors
Maine
$26.5M +$1.77M +33,205 +7%
PFM
214
Parsec Financial Management
North Carolina
$26.4M -$1.43M -26,855 -5%
PRA
215
Pine Ridge Advisers
New York
$26.4M +$2.95M +55,450 +13%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$26.4M -$1.73M -32,435 -6%
FAG
217
Financial Advisory Group
Texas
$26.2M +$1.6M +30,110 +7%
FBB
218
Fulton Breakefield Broenniman
Maryland
$26.2M +$2.15M +40,335 +9%
I
219
INVST
Indiana
$26.1M +$29.1M +545,885 New
CTA
220
Chesley Taft & Associates
Illinois
$26M +$326K +6,130 +1%
SPC
221
Sigma Planning Corp
Michigan
$25.7M -$1.2M -22,450 -4%
1832 Asset Management
222
1832 Asset Management
Ontario, Canada
$25.6M
CA
223
Clearstead Advisors
Ohio
$25.5M +$1.15M +21,610 +5%
MW
224
MBL Wealth
North Carolina
$25.3M +$25.1M +470,730 New
WWM
225
Western Wealth Management
Colorado
$25.2M +$11.5M +216,715 +86%

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.