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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
ISWM
426
Independent Solutions Wealth Management
New York
$7.7M -$147K -3,050 -2%
BWM
427
Boyd Wealth Management
California
$7.68M +$841K +17,405 +11%
Prudential Financial
428
Prudential Financial
New Jersey
$7.62M -$497K -10,290 -6%
EWM
429
Evercore Wealth Management
New York
$7.6M -$76.6K -1,585 -0.9%
ES
430
ETF Store
Kansas
$7.59M +$254K +5,245 +3%
CA
431
CoreCap Advisors
Michigan
$7.57M +$717K +14,835 +9%
RCAG
432
Rehmann Capital Advisory Group
Michigan
$7.51M +$610K +12,610 +8%
EWA
433
Encompass Wealth Advisors
Oregon
$7.49M -$137K -2,825 -2%
FWM
434
ForthRight Wealth Management
Georgia
$7.46M +$409K +8,470 +5%
CB
435
Commerce Bank
Missouri
$7.46M -$148K -3,065 -2%
JWBC
436
J.W. Burns & Co
New York
$7.44M -$53.4K -1,105 -0.6%
GSWM
437
Greenup Street Wealth Management
Michigan
$7.39M +$1.54M +31,795 +23%
AA
438
Argent Advisors
Louisiana
$7.38M +$236K +4,890 +3%
Barclays
439
Barclays
United Kingdom
$7.33M +$6.88M +142,295 +575%
ECM
440
Exchange Capital Management
Michigan
$7.3M +$230K +4,760 +3%
OWM
441
Olympus Wealth Management
Utah
$7.28M +$3.5M +72,480 +78%
ZIM
442
Zacks Investment Management
Illinois
$7.24M +$2.09M +43,300 +36%
AWM
443
Atticus Wealth Management
Florida
$7.19M
SIAM
444
Sterling Investment Advisors (Missouri)
Missouri
$7.12M -$171K -3,530 -2%
RSWM
445
Robertson Stephens Wealth Management
California
$7.12M -$1.82M -37,680 -19%
AWP
446
Accretive Wealth Partners
New Jersey
$7.09M +$3.21M +66,345 +70%
EWA
447
Exencial Wealth Advisors
Oklahoma
$7.03M -$121K -2,510 -2%
GC
448
Grimes & Company
Massachusetts
$7M -$96.9K -2,005 -1%
NAG
449
Northstar Advisory Group
New Jersey
$6.99M +$447K +9,240 +6%
KTC
450
Kistler-Tiffany Companies
Pennsylvania
$6.96M +$168K +3,470 +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.