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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
FPFS
401
First Personal Financial Services
North Carolina
$8.71M +$242 +5 +0%
MWP
402
Madison Wealth Partners
Wisconsin
$8.66M +$277K +5,720 +3%
NGA
403
Naples Global Advisors
Florida
$8.61M +$537K +11,110 +6%
AWM
404
Avondale Wealth Management
Texas
$8.58M +$1.46M +30,175 +18%
CWA
405
Clarity Wealth Advisors
California
$8.49M +$65.3K +1,350 +0.7%
SIC
406
Sterling Investment Counsel
New York
$8.4M -$116K -2,395 -1%
PCFFS
407
Pacific Center for Financial Services
California
$8.4M -$54.4K -1,125 -0.6%
CPW
408
Crestmont Private Wealth
Texas
$8.37M +$2.23M +46,140 +32%
AIP
409
Ameritas Investment Partners
Nebraska
$8.3M +$107K +2,215 +1%
SIM
410
Stratos Investment Management
Ohio
$8.24M -$218K -4,510 -2%
BOTW
411
Bank of the West
California
$8.24M +$296K +6,115 +3%
RWMH
412
Riverpoint Wealth Management Holdings
Illinois
$8.22M +$170K +3,520 +2%
TC
413
Titleist Capital
Texas
$8.19M -$1.1M -22,710 -11%
PBO
414
Peoples Bank (Ohio)
Ohio
$8.17M -$187K -3,875 -2%
HR
415
Hardy Reed
Mississippi
$8.04M -$56.1K -1,160 -0.6%
GRP
416
Global Retirement Partners
California
$8.04M +$850K +17,580 +12%
IFG
417
Independent Financial Group
California
$7.98M +$182K +3,760 +2%
TCBWMS
418
Texas Capital Bank Wealth Management Services
Texas
$7.95M +$40.1K +830 +0.5%
MCWS
419
McKinley Carter Wealth Services
West Virginia
$7.95M +$173K +3,585 +2%
TCM
420
Traynor Capital Management
Pennsylvania
$7.91M +$81K +1,675 +0.9%
BBNA
421
Bremer Bank National Association
Minnesota
$7.87M -$76.9K -1,590 -0.9%
FBT
422
First Bank & Trust
South Dakota
$7.85M
TC
423
Telemus Capital
Michigan
$7.84M -$67.4K -1,395 -0.8%
APW
424
Acima Private Wealth
Virginia
$7.8M +$24.7K +510 +0.3%
GA
425
GFS Advisors
Texas
$7.71M -$40.6K -840 -0.5%

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.