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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
DC
501
Davenport & Co
Virginia
$5.51M +$239K +4,945 +4%
KPWG
502
KFA Private Wealth Group
Virginia
$5.5M +$168K +3,485 +3%
TDWM
503
Topel & Distasi Wealth Management
California
$5.48M +$50.8K +1,050 +1%
SFP
504
Sandbox Financial Partners
Maryland
$5.48M +$111K +2,295 +2%
AL
505
Aspiriant LLC
California
$5.47M -$74.5K -1,540 -1%
GWAM
506
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.47M +$453K +9,365 +8%
DAS
507
Dynamic Advisor Solutions
Arizona
$5.47M +$252K +5,205 +4%
CNBTD
508
Citizens National Bank Trust Department
Mississippi
$5.46M +$586K +12,115 +11%
Chevy Chase Trust
509
Chevy Chase Trust
Maryland
$5.34M -$522K -10,805 -8%
ONB
510
Old National Bancorp
Indiana
$5.29M +$651K +13,475 +13%
PWW
511
Pettyjohn Wood & White
Virginia
$5.28M +$30.7K +635 +0.5%
JG
512
Jefferies Group
New York
$5.28M +$34.1K +705 +0.6%
SCM
513
SCS Capital Management
Massachusetts
$5.28M +$5.82M +120,315 New
CCB
514
Country Club Bank
Missouri
$5.26M +$541K +11,180 +10%
TFCP
515
Twin Focus Capital Partners
Massachusetts
$5.24M +$2.18K +45 +0%
SP
516
SWS Partners
Ohio
$5.23M +$5.76M +119,230 New
FNBOO
517
First National Bank of Omaha
Nebraska
$5.22M +$662K +13,685 +13%
SSW
518
Smith Shellnut Wilson
Mississippi
$5.21M -$5.7M -117,870 Closed
ACM
519
Armbruster Capital Management
New York
$5.2M -$144K -2,975 -2%
MF
520
Meridian Financial
Massachusetts
$5.17M +$67K +1,385 +1%
FPAS
521
Focus Partners Advisor Solutions
Missouri
$5.13M +$178K +3,680 +3%
DWMG
522
DB Wealth Management Group
California
$5.11M -$178K -3,680 -3%
JWCA
523
J.W. Cole Advisors
Florida
$5.05M -$95.5K -1,975 -2%
LIA
524
LBMC Investment Advisors
Tennessee
$5.05M +$563K +11,635 +11%
BSW
525
Buckingham Strategic Wealth
Missouri
$5.01M +$357K +7,375 +7%

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.