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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
SG
326
StoneX Group
New York
$11.9M +$128K +2,640 +1%
WH
327
Whitcomb & Hess
Ohio
$11.9M +$201K +4,165 +2%
MFC
328
Mechanics Financial Corp
Ohio
$11.8M -$725 -15 -0%
MSA
329
Mason Street Advisors
Wisconsin
$11.7M +$2.18M +45,000 +20%
LNC
330
Lincoln National Corp
Pennsylvania
$11.5M -$305K -6,315 -2%
CA
331
Centerpoint Advisors
Massachusetts
$11.5M +$2.15M +44,535 +21%
LCOV
332
London Company of Virginia
Virginia
$11.4M -$1.03M -21,215 -8%
MWM
333
MTC Wealth Management
Florida
$11.4M -$61.6K -1,275 -0.5%
RJT
334
Raymond James Trust
Florida
$11.3M +$1.05M +21,720 +9%
CAAS
335
Capital Asset Advisory Services
Michigan
$11.3M -$3.47M -71,805 -22%
DA
336
Drake & Associates
Wisconsin
$11.2M +$590K +12,205 +5%
First Trust Advisors
337
First Trust Advisors
Illinois
$11.2M +$854K +17,660 +7%
BWP
338
BSW Wealth Partners
Colorado
$11.1M +$103K +2,130 +0.8%
B
339
Bailard
California
$11M -$112K -2,325 -0.9%
CWAF
340
Core Wealth Advisors (Florida)
Florida
$10.9M +$917K +18,975 +8%
NSAM
341
North Star Asset Management
Wisconsin
$10.9M +$11.6M +238,935 +2,467%
TCOV
342
Trust Company of Vermont
Vermont
$10.8M +$4.83K +100 +0%
SQA
343
Simon Quick Advisors
New Jersey
$10.7M +$61.6K +1,275 +0.5%
ST
344
Smithfield Trust
Pennsylvania
$10.7M +$1.41M +29,210 +14%
AMG
345
Asset Management Group
Connecticut
$10.7M -$130K -2,680 -1%
CT
346
Cambridge Trust
Massachusetts
$10.6M -$139K -2,875 -1%
VCM
347
Vision Capital Management
Oregon
$10.6M -$6.72M -139,100 -37%
KPWS
348
Kestra Private Wealth Services
Texas
$10.6M -$333K -6,890 -3%
MSA
349
Marino Stram & Associates
Massachusetts
$10.5M -$114K -2,350 -1%
CWM
350
Castle Wealth Management
Florida
$10.5M -$1.14M -23,605 -9%

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.