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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
PTC
476
Private Trust Company
Ohio
$5.96M +$469K +9,700 +8%
MCM
477
Magnolia Capital Management
New York
$5.87M -$13.5K -280 -0.2%
SLT
478
St Louis Trust
Missouri
$5.86M -$1.55M -31,975 -20%
BOH
479
Bank of Hawaii
Hawaii
$5.84M -$26.3K -545 -0.4%
MA
480
MUFG Americas
New York
$5.83M -$69.6K -1,440 -1%
BCI
481
Brinker Capital Investments
Pennsylvania
$5.83M -$5.2M -107,650 -45%
MPCG
482
Matrix Private Capital Group
New York
$5.82M -$437K -9,035 -6%
HAC
483
Harbor Advisory Corp
New Hampshire
$5.79M +$102K +2,110 +2%
CWM
484
Cahill Wealth Management
Michigan
$5.74M +$291K +6,025 +5%
WB
485
WesBanco Bank
West Virginia
$5.65M -$68.2K -1,410 -1%
BTWM
486
Baker Tilly Wealth Management
Wisconsin
$5.65M +$35.8K +740 +0.6%
HCM
487
Highview Capital Management
Illinois
$5.64M +$283K +5,845 +5%
GIA
488
GHP Investment Advisors
Colorado
$5.63M -$133K -2,755 -2%
CFA
489
Cahill Financial Advisors
Minnesota
$5.63M -$339K -7,010 -5%
FH
490
FWG Holdings
Florida
$5.59M +$5.59M +115,645 +970%
MG
491
Mather Group
Illinois
$5.58M -$731K -15,115 -11%
NFP
492
NorthLanding Financial Partners
New York
$5.57M +$6.14M +126,995 New
CTC
493
Central Trust Company
Missouri
$5.56M +$460K +9,525 +8%
CIAS
494
Capital Investment Advisory Services
North Carolina
$5.56M -$279K -5,780 -4%
MA
495
Montag & Associates
Georgia
$5.56M +$880K +18,210 +17%
CF
496
Centaurus Financial
California
$5.55M +$5.09M +105,375 +496%
PFA
497
Pettinga Financial Advisors
Indiana
$5.55M +$181K +3,735 +3%
PMG
498
ProVise Management Group
Florida
$5.54M -$13.5K -280 -0.2%
CGFA
499
Colton Groome Financial Advisors
North Carolina
$5.53M +$274K +5,675 +5%
AF
500
AtlasMark Financial
Texas
$5.51M +$294K +6,075 +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.