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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
CAC
451
Certified Advisory Corp
Florida
$6.94M +$792K +16,390 +12%
EIP
452
Ellis Investment Partners
Pennsylvania
$6.93M +$185K +3,820 +2%
ABC
453
Associated Banc-Corp
Wisconsin
$6.84M -$143K -2,955 -2%
OFG
454
Omega Financial Group
California
$6.75M +$663K +13,705 +10%
GWMIA
455
Global Wealth Management Investment Advisory
Florida
$6.74M +$313K +6,475 +4%
PWA
456
Physician Wealth Advisors
Utah
$6.7M +$180K +3,725 +3%
FMP
457
Financial Management Professionals
Texas
$6.66M +$7.34M +151,795 New
RSVP
458
Ramsay Stattman Vela & Price
Colorado
$6.66M -$33.8K -700 -0.5%
SCA
459
Snowden Capital Advisors
New York
$6.54M +$3.38K +70 +0%
LWA
460
LWS Wealth Advisors
New Jersey
$6.54M +$212K +4,375 +3%
WAG
461
Winthrop Advisory Group
Massachusetts
$6.52M -$542K -11,220 -7%
HCWM
462
Harrison & Co Wealth Management
Virginia
$6.52M +$374K +7,735 +5%
UBS AM
463
UBS AM
Illinois
$6.51M
RWP
464
RWA Wealth Partners
Massachusetts
$6.48M +$1.21K +25 +0%
OHWP
465
Oak Harbor Wealth Partners
North Carolina
$6.43M +$250K +5,175 +4%
RWG
466
Ratio Wealth Group
Colorado
$6.32M -$872K -18,035 -11%
WS
467
Wela Strategies
Georgia
$6.26M +$643K +13,305 +10%
PG
468
Proffitt & Goodson
Tennessee
$6.24M +$385K +7,970 +6%
TC
469
TAP Consulting
Missouri
$6.21M +$149K +3,080 +2%
RPC
470
Rossmore Private Capital
Connecticut
$6.17M +$1.38M +28,470 +25%
BCM
471
Brookstone Capital Management
Illinois
$6.14M -$103K -2,130 -2%
RIA
472
Richwood Investment Advisors
Ohio
$6.13M -$16K -330 -0.2%
PBF
473
Petix & Botte Financial
California
$6.11M +$71.8K +1,485 +1%
CFC
474
Coyle Financial Counsel
Illinois
$6.07M -$59.7K -1,235 -0.9%
KOMWMG
475
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.03M +$110K +2,270 +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.