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iShares Core S&P Mid-Cap ETF

1,769 hedge funds and large institutions have $40.7B invested in iShares Core S&P Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 739 increasing their positions, 647 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $27M

14% more repeat investments, than reductions

Existing positions increased: 739 | Existing positions reduced: 647

10.09% more ownership

Funds ownership: 367.23%377.32% (+10%)

1% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 76

0% more capital invested

Capital invested by funds: $40.6B → $40.7B (+$133M)

1% less funds holding in top 10

Funds holding in top 10: 309306 (-3)

2% less funds holding

Funds holding: 1,7961,769 (-27)

Holders
1,769
Holders Change
-27
Holders Change %
-1.5%
% of All Funds
30.47%
Holding in Top 10
306
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.97%
% of All Funds
5.27%
New
77
Increased
739
Reduced
647
Closed
76
Calls
$34.7M
Puts
$27M
Net Calls
+$7.69M
Net Calls Change
+$319K
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
251
Millennium Management
New York
$17.7M +$3.28M +67,835 +20%
GLLW
252
Graves Light Lenhart Wealth
Virginia
$17.7M +$1.1M +22,755 +6%
SFG
253
StrategIQ Financial Group
Indiana
$17.4M +$311K +6,440 +2%
BA
254
Bristlecone Advisors
Washington
$17.3M +$115K +2,375 +0.6%
DIP
255
DT Investment Partners
Pennsylvania
$17.2M +$625K +12,920 +3%
VCM
256
Verde Capital Management
Michigan
$17.2M -$1.23M -25,485 -6%
KWMG
257
King Wealth Management Group
Florida
$17.2M +$331K +6,855 +2%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$17.1M -$2.14M -44,335 -10%
HCA
259
Horan Capital Advisors
Ohio
$16.7M +$431K +8,910 +2%
DW
260
Domani Wealth
Pennsylvania
$16.7M -$39.2K -810 -0.2%
BWIA
261
Bryant Woods Investment Advisors
New York
$16.6M +$81.2K +1,680 +0.4%
AWA
262
Amplius Wealth Advisors
Pennsylvania
$16.6M +$17.4M +360,670 +2,063%
SWM
263
Spire Wealth Management
Virginia
$16.6M -$7.82M -161,730 -30%
YIA
264
YHB Investment Advisors
Connecticut
$16.4M +$3.23M +66,785 +22%
SB
265
Simmons Bank
Arkansas
$16.2M +$414K +8,565 +2%
FCBT
266
First Citizens Bank & Trust
North Carolina
$16.1M -$2.04M -42,220 -10%
PAM
267
Peninsula Asset Management
Florida
$16.1M +$319K +6,600 +2%
GG
268
Gofen & Glossberg
Illinois
$16M +$3.48M +71,885 +25%
FNT
269
First National Trust
Pennsylvania
$16M -$1.06M -22,015 -6%
WPW
270
Waldron Private Wealth
Pennsylvania
$15.9M -$140K -2,900 -0.8%
EW
271
Enzi Wealth
Texas
$15.8M +$15.1M +312,790 New
PP
272
Pegasus Partners
Wisconsin
$15.7M -$458K -9,470 -3%
FCI
273
Financial Counselors Inc
Kansas
$15.6M +$1.33M +27,530 +8%
TRCT
274
Tower Research Capital (TRC)
New York
$15.3M +$16.8M +347,965 New
DWA
275
Divergent Wealth Advisors
Utah
$15.1M -$875K -18,105 -5%

IJH Hedge Fund Activity: Q3 2022 in Review

1,769 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2022, worth a combined $40.7B — up 0.33% from $40.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new IJH positions and 76 closed out — a net gain of 1 holder — while 739 added to existing stakes and 647 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $860M. The largest seller was BlackRock, cutting an estimated $57.5M.

  • 1,769 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2022, down from 1,796 in Q2 2022.
  • Funds reported $40.7B of iShares Core S&P Mid-Cap ETF stock for Q3 2022, up 0.33% quarter-over-quarter.
  • 77 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2022 and 76 closed out, a net change of +1 holder.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $860M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2022 was BlackRock, an estimated $57.5M sold.

Based on aggregated 13F filings for Q3 2022.