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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
CA
376
Crumly & Associates
Illinois
$9.57M -$1.01M -20,870 -9%
IA
377
IFP Advisors
Florida
$9.55M +$2.09M +43,315 +22%
PPW
378
PACK Private Wealth
Minnesota
$9.54M +$181K +3,750 +2%
AA
379
Ancora Advisors
Ohio
$9.47M -$207K -4,280 -2%
CB
380
Community Bank
New York
$9.22M +$948K +19,610 +10%
RDFA
381
Ritter Daniher Financial Advisory
Ohio
$9.2M +$58.5K +1,210 +0.6%
PWMAG
382
Pinnacle Wealth Management Advisory Group
New Jersey
$9.08M +$2.64M +54,645 +36%
AWM
383
Avior Wealth Management
Nebraska
$9.07M +$426K +8,820 +4%
HH
384
Hilltop Holdings
Texas
$9.07M -$182K -3,765 -2%
RF
385
Resolute Financial
Massachusetts
$9.06M +$190K +3,930 +2%
LC
386
Lindbrook Capital
California
$9M -$539K -11,155 -5%
JF
387
JSF Financial
California
$8.98M +$1.54M +31,845 +18%
MBT
388
Montecito Bank & Trust
California
$8.96M +$370K +7,645 +4%
PIC
389
Platt Investment Counsel
Florida
$8.95M -$676K -13,975 -6%
WCM
390
Windsor Capital Management
Arizona
$8.94M +$394K +8,155 +4%
CIBC World Market
391
CIBC World Market
Ontario, Canada
$8.92M +$418K +8,645 +4%
OPS
392
Orion Portfolio Solutions
Nebraska
$8.9M -$574K -11,865 -6%
AWC
393
Abundance Wealth Counselors
Pennsylvania
$8.88M -$151K -3,125 -2%
VFPW
394
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.84M -$23.3M -482,705 -71%
FFS
395
Founders Financial Securities
Maryland
$8.82M +$1.88M +38,870 +24%
CNC
396
Citizens & Northern Corp
Pennsylvania
$8.81M +$47.9K +990 +0.5%
NAM
397
NorthCrest Asset Manangement
Minnesota
$8.81M +$66.5K +1,375 +0.7%
MIM
398
MetLife Investment Management
New Jersey
$8.78M -$505K -10,450 -5%
CWM
399
CCG Wealth Management
California
$8.76M +$1.48M +30,580 +18%
NAM
400
NTV Asset Management
West Virginia
$8.73M -$114K -2,350 -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.