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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
HAS
351
Holland Advisory Services
Florida
$10.5M +$2.11M +43,595 +22%
HF
352
Halpern Financial
Virginia
$10.5M -$111K -2,305 -1%
AWM
353
AAF Wealth Management
Massachusetts
$10.5M +$395K +8,175 +4%
LIM
354
Leavell Investment Management
Alabama
$10.5M +$33.8K +700 +0.3%
IF
355
Ironwood Financial
Arizona
$10.4M +$220K +4,555 +2%
MWM
356
Marietta Wealth Management
Georgia
$10.4M +$1.67M +34,640 +17%
PA
357
Pinnacle Associates
New York
$10.4M +$2.76M +57,100 +32%
IWMA
358
Ironwood Wealth Management (Arizona)
Arizona
$10.4M
GT
359
Glenview Trust
Kentucky
$10.3M +$1.59M +32,850 +16%
UWPG
360
Ullmann Wealth Partners Group
Florida
$10.3M +$35.8K +740 +0.3%
SF
361
Symphony Financial
Texas
$10.3M -$3.64M -75,260 -24%
IA
362
IFG Advisory
Georgia
$10.3M +$3.66M +75,780 +48%
OGF
363
Orin Green Financial
California
$10.2M +$136K +2,820 +1%
MIAN
364
Mariner Independent Advisor Network
Kansas
$10M +$17.2K +355 +0.2%
ASN
365
Advisory Services Network
Georgia
$10M +$1.17M +24,165 +12%
FAIM
366
Financial Advocates Investment Management
Washington
$9.97M +$3.34M +69,165 +44%
FNBOH
367
First National Bank of Hutchinson
Kansas
$9.9M -$900K -18,610 -8%
TCM
368
Towercrest Capital Management
Pennsylvania
$9.81M +$919K +19,005 +9%
CGA
369
Crescent Grove Advisors
Illinois
$9.8M +$253K +5,240 +2%
ANTB
370
AMG National Trust Bank
Colorado
$9.73M +$2.01M +41,615 +23%
GPA
371
Guidance Point Advisors
Massachusetts
$9.71M +$355K +7,350 +3%
NPF
372
Norris Perne & French
Michigan
$9.7M +$12.1K +250 +0.1%
FWIA
373
Fort Washington Investment Advisors
Ohio
$9.66M -$1.05M -21,650 -9%
CT
374
Coastline Trust
Rhode Island
$9.61M +$5.75M +119,030 +119%
NCM
375
Neumann Capital Management
California
$9.61M -$68.9K -1,425 -0.6%

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.