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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
IB
276
Intrust Bank
Kansas
$14.9M -$6.08M -125,855 -27%
GGS
277
Galvin Gaustad & Stein
Arizona
$14.9M -$1.27M -26,310 -7%
JA
278
JVL Associates
Michigan
$14.9M +$6.66M +137,750 +68%
ISB
279
Iowa State Bank
Iowa
$14.8M +$236K +4,875 +1%
DFA
280
DHJJ Financial Advisors
Illinois
$14.6M -$25.4K -525 -0.2%
CWM
281
Curi Wealth Management
North Carolina
$14.6M +$2.45M +50,695 +18%
TC
282
Trilogy Capital
California
$14.6M -$4.27M -88,355 -21%
JAG
283
Journey Advisory Group
Kentucky
$14.3M +$539K +11,145 +4%
WFA
284
West Financial Advisors
Iowa
$14.3M -$12.3K -255 -0.1%
MFA
285
Mayflower Financial Advisors
Massachusetts
$14.3M -$265K -5,490 -2%
ACP
286
Arcus Capital Partners
Georgia
$14.3M -$2.77M -57,195 -15%
HF
287
HRT Financial
New York
$14.1M -$10.1M -209,235 -39%
G
288
GenTrust
Florida
$14.1M -$1.41M -29,165 -8%
LSERS
289
Louisiana State Employees Retirement System
Louisiana
$14M -$8.15M -168,500 -34%
CASB
290
Cape Ann Savings Bank
Massachusetts
$14M +$21.3K +440 +0.1%
AFS
291
Aft Forsyth & Sober
Florida
$13.9M
FWM
292
FFT Wealth Management
Pennsylvania
$13.9M -$13.5M -279,145 -47%
NA
293
NewEdge Advisors
Louisiana
$13.8M +$506K +10,475 +3%
PFPT
294
Pinnacle Financial Partners (Tennessee)
Tennessee
$13.8M -$137K -2,835 -0.9%
William Blair & Company
295
William Blair & Company
Illinois
$13.7M +$4.79M +99,130 +46%
AWM
296
Altus Wealth Management
Kentucky
$13.7M -$431K -8,920 -3%
FMN
297
Financial Management Network
California
$13.6M +$1.92M +39,745 +16%
AF
298
Affiance Financial
Minnesota
$13.5M -$358K -7,395 -2%
VFIC
299
Valley Forge Investment Consultants
Pennsylvania
$13.2M -$799K -16,520 -5%
ATC
300
Argent Trust Co
Tennessee
$13.2M +$205K +4,240 +1%

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.