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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
LA
301
Lynch & Associates
Indiana
$13.1M +$280K +5,785 +2%
EBT
302
Enterprise Bank & Trust
Massachusetts
$13M -$358K -7,400 -2%
NC
303
NewSquare Capital
Pennsylvania
$12.9M -$417K -8,630 -3%
CA
304
Cambridge Advisors
Nebraska
$12.9M -$290K -5,990 -2%
GIA
305
Gladstone Institutional Advisory
Florida
$12.8M +$776K +16,060 +6%
RhumbLine Advisers
306
RhumbLine Advisers
Massachusetts
$12.8M +$6.33M +131,015 +82%
Principal Financial Group
307
Principal Financial Group
Iowa
$12.7M +$733K +15,160 +6%
CIM
308
CIM Investment Management
Pennsylvania
$12.7M +$94.5K +1,955 +0.7%
ODIJL
309
One Day In July LLC
Vermont
$12.7M +$2.56M +52,985 +22%
JMFC
310
J.M. Forbes & Co
Massachusetts
$12.7M +$161K +3,335 +1%
C
311
Certuity
Florida
$12.7M -$433K -8,960 -3%
Cerity Partners
312
Cerity Partners
New York
$12.5M -$295K -6,095 -2%
Citadel Advisors
313
Citadel Advisors
Florida
$12.5M +$13.8M +285,435 New
JFGIW
314
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.4M -$2.05M -42,495 -14%
ATPW
315
Ashton Thomas Private Wealth
Arizona
$12.4M +$287K +5,935 +2%
GT
316
Glenmede Trust
Pennsylvania
$12.3M -$96.5K -1,995 -0.7%
RVPG
317
Relative Value Partners Group
$12.3M +$2.16M +44,615 +19%
CC
318
Courier Capital
New York
$12.2M -$202K -4,175 -1%
TF
319
Tompkins Financial
New York
$12.2M +$377K +7,800 +3%
P
320
&Partners
Tennessee
$12.2M +$445K +9,205 +3%
Squarepoint
321
Squarepoint
New York
$12.2M +$970K +20,070 +8%
1SB
322
1ST Source Bank
Indiana
$12.1M +$199K +4,125 +2%
TWP
323
Tower Wealth Partners
Pennsylvania
$12.1M +$590K +12,200 +5%
HSWM
324
Hubbell Strickland Wealth Management
Louisiana
$12M +$340K +7,030 +3%
FNT
325
First Nebraska Trust
Nebraska
$12M +$280K +5,790 +2%

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.