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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
Bank of America
1
Bank of America
North Carolina
$3.19B +$60.2M +1,131,020 +2%
Wells Fargo
2
Wells Fargo
California
$3B +$8.45M +158,780 +0.3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.95B +$201M +3,766,300 +7%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.97B +$50.7M +953,165 +3%
Morgan Stanley
5
Morgan Stanley
New York
$1.72B -$8.65M -162,440 -0.5%
LPL Financial
6
LPL Financial
California
$1.71B +$55M +1,032,700 +3%
BlackRock
7
BlackRock
New York
$1.56B -$38.7M -726,560 -2%
UBS Group
8
UBS Group
Switzerland
$1.22B +$19M +356,535 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$973M +$21.4M +402,700 +2%
Northern Trust
10
Northern Trust
Illinois
$838M +$43.1M +809,790 +5%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$791M +$12.7M +237,740 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$662M +$20M +376,355 +3%
RJA
13
Raymond James & Associates
Florida
$653M +$15.6M +292,650 +2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$626M -$42.8M -803,700 -6%
JP Morgan Chase
15
JP Morgan Chase
New York
$592M +$13.6M +255,045 +2%
Financial Engines Advisors
16
Financial Engines Advisors
California
$546M -$135M -2,537,790 -20%
KeyBank National Association
17
KeyBank National Association
Ohio
$506M +$433K +8,140 +0.1%
Ameriprise
18
Ameriprise
Minnesota
$486M -$40.8M -766,210 -8%
Truist Financial
19
Truist Financial
North Carolina
$456M +$16.7M +313,540 +4%
Goldman Sachs
20
Goldman Sachs
New York
$449M +$17.9M +336,780 +4%
Mariner
21
Mariner
Kansas
$422M +$43.4M +815,885 +12%
RFC
22
Regions Financial Corp
Alabama
$411M +$15.3M +287,275 +4%
AA
23
Acorns Advisers
California
$410M +$12.3M +231,835 +3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$402M +$10.7M +200,815 +3%
NMIMC
25
Northwestern Mutual Investment Management Company
Wisconsin
$401M -$56.1M -1,053,650 -12%

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.