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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
US Bancorp
26
US Bancorp
Minnesota
$353M +$28.3M +585,810 +8%
Citigroup
27
Citigroup
New York
$346M +$361M +7,472,475 +1,811%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$340M +$8.21M +169,865 +2%
RFC
29
Regions Financial Corp
Alabama
$331M -$50.5K -1,045 -0%
CAM
30
Cresset Asset Management
Illinois
$283M -$2.81M -58,140 -0.9%
WANY
31
Wealthspire Advisors (New York)
New York
$276M +$2.44M +50,455 +0.8%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$270M -$37.8M -781,235 -11%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$264M -$1.66M -34,295 -0.6%
V
34
Veritable
Delaware
$255M -$3.47M -71,875 -1%
AA
35
Alesco Advisors
New York
$226M -$2.17M -44,905 -0.9%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$221M +$19M +392,705 +8%
TA
37
Tiedemann Advisors
New York
$217M +$239M +4,951,640 New
Creative Planning
38
Creative Planning
Kansas
$202M -$6.1M -126,095 -3%
MERSOM
39
Municipal Employees' Retirement System of Michigan
Michigan
$196M
Members Trust
40
Members Trust
Florida
$181M +$1.69M +34,895 +0.9%
HighTower Advisors
41
HighTower Advisors
Illinois
$176M +$57.6M +1,191,930 +42%
TD Asset Management
42
TD Asset Management
Ontario, Canada
$159M -$11.1K -230 -0%
Osaic Holdings
43
Osaic Holdings
Arizona
$145M +$7.41M +153,320 +5%
Franklin Resources
44
Franklin Resources
California
$128M -$702K -14,530 -0.5%
UB
45
UMB Bank
Missouri
$128M +$250K +5,175 +0.2%
HNB
46
Huntington National Bank
Ohio
$125M
Stifel Financial
47
Stifel Financial
Missouri
$118M -$12.3M -253,910 -9%
PFO
48
Pathstone Family Office
New Jersey
$114M +$61.7M +1,276,730 +96%
LI
49
LVZ Inc
Michigan
$114M +$529K +10,940 +0.4%
SW
50
SVB Wealth
Massachusetts
$112M +$2.07M +42,885 +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.