We are live on ! Find out more
IJH icon

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
CAI
201
Capital Advisors Inc
Oklahoma
$24.3M -$67.1K -1,360 -0.3%
MW
202
MBL Wealth
North Carolina
$24.1M +$3.06M +61,950 +13%
HF
203
HRT Financial
New York
$24.1M +$26.3M +531,810 New
WSFS
204
Wilmington Savings Fund Society
Delaware
$24M -$564K -11,420 -2%
CF
205
Cantor Fitzgerald
New York
$23.7M +$25.9M +524,150 New
OSNBOA
206
Old Second National Bank of Aurora
Illinois
$23.7M +$2.9M +58,780 +13%
BPA
207
Beacon Pointe Advisors
California
$23.6M -$8.48M -171,815 -25%
PGA
208
Portland Global Advisors
Maine
$23.5M +$1.24M +25,130 +5%
PRA
209
Pine Ridge Advisers
New York
$23.3M +$1.17M +23,700 +5%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$23.3M -$932K -18,880 -4%
IWC
211
Integrated Wealth Concepts
Massachusetts
$23.2M +$2.94M +59,635 +13%
LSERS
212
Louisiana State Employees Retirement System
Louisiana
$23.2M +$5.73M +116,000 +31%
FAG
213
Financial Advisory Group
Texas
$23.1M +$1.1M +22,370 +5%
HI
214
Hudock Inc
Pennsylvania
$23.1M +$244K +4,935 +1%
RCA
215
Resonant Capital Advisors
Wisconsin
$23M -$2.17M -43,915 -8%
FBB
216
Fulton Breakefield Broenniman
Maryland
$22.8M +$847K +17,155 +4%
CTA
217
Chesley Taft & Associates
Illinois
$22.7M -$80.2K -1,625 -0.3%
AFA
218
American Financial Advisors
Georgia
$22.5M -$820K -16,610 -3%
GL
219
Graypoint LLC
New York
$22M -$3.2M -64,750 -12%
DT
220
Diversified Trust
Tennessee
$22M +$2.02M +40,995 +9%
1832 Asset Management
221
1832 Asset Management
Ontario, Canada
$21.9M
SPC
222
Sigma Planning Corp
Michigan
$21.7M +$109K +2,210 +0.5%
AWS
223
Atria Wealth Solutions
New York
$21.7M -$1.74M -35,205 -7%
SIC
224
Shoker Investment Counsel
Ohio
$21.6M +$3.01M +61,070 +15%
CA
225
Clearstead Advisors
Ohio
$21.5M +$8.89K +180 +0%

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.