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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
Bank of America
1
Bank of America
North Carolina
$2.69B +$2.34M +47,425 +0.1%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.63B +$156M +3,152,630 +6%
Wells Fargo
3
Wells Fargo
California
$2.48B -$54.9M -1,111,200 -2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.74B +$81.9M +1,659,750 +5%
Morgan Stanley
5
Morgan Stanley
New York
$1.46B +$15.1M +306,030 +1%
LPL Financial
6
LPL Financial
California
$1.46B +$15.7M +318,135 +1%
BlackRock
7
BlackRock
New York
$1.28B -$33.5M -677,920 -2%
UBS Group
8
UBS Group
Switzerland
$986M -$51M -1,032,425 -5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$798M -$24.8M -502,580 -3%
Northern Trust
10
Northern Trust
Illinois
$714M +$7.34M +148,755 +1%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$677M +$11M +221,965 +2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$601M +$80.3M +1,627,305 +14%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$567M +$9.73M +197,010 +2%
NMIMC
14
Northwestern Mutual Investment Management Company
Wisconsin
$564M +$246M +4,991,750 +67%
RJA
15
Raymond James & Associates
Florida
$551M +$151K +3,065 +0%
JP Morgan Chase
16
JP Morgan Chase
New York
$470M -$32M -648,370 -6%
Financial Engines Advisors
17
Financial Engines Advisors
California
$461M +$260K +5,270 +0.1%
Ameriprise
18
Ameriprise
Minnesota
$424M +$16.7M +338,075 +4%
KeyBank National Association
19
KeyBank National Association
Ohio
$419M -$7.48M -151,580 -2%
Truist Financial
20
Truist Financial
North Carolina
$378M -$7.56M -153,215 -2%
Goldman Sachs
21
Goldman Sachs
New York
$371M -$7.46M -151,030 -2%
Mariner
22
Mariner
Kansas
$363M +$8.25M +167,195 +2%
AA
23
Acorns Advisers
California
$362M +$17.9M +361,620 +5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$343M +$5.22M +105,840 +1%
RFC
25
Regions Financial Corp
Alabama
$342M -$5.73M -116,130 -2%

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.