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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
WFAG
526
Wescott Financial Advisory Group
Pennsylvania
$5.01M +$199K +4,125 +4%
BCM
527
Boltwood Capital Management
California
$5M +$155K +3,200 +3%
AI
528
Atria Investments
North Carolina
$5M +$635K +13,125 +13%
RWG
529
Regal Wealth Group
California
$4.99M -$965K -19,955 -15%
Brown Advisory
530
Brown Advisory
Maryland
$4.97M -$228K -4,725 -4%
PGFC
531
Peapack-Gladstone Financial Corp
New Jersey
$4.94M +$410K +8,485 +8%
CCM
532
Canal Capital Management
Virginia
$4.93M +$1.06M +21,915 +24%
CWM
533
Congress Wealth Management
Massachusetts
$4.93M +$273K +5,655 +5%
CFB
534
Cullen/Frost Bankers
Texas
$4.92M -$245K -5,060 -4%
CTA
535
Colonial Trust Advisors
South Carolina
$4.89M +$121K +2,505 +2%
EWM
536
EPG Wealth Management
Georgia
$4.89M +$618K +12,785 +13%
AWM
537
Apollon Wealth Management
South Carolina
$4.87M +$218K +4,505 +4%
PB
538
Pinnacle Bancorp
Nebraska
$4.86M -$21K -435 -0.4%
SCM
539
SOL Capital Management
Maryland
$4.85M +$24.2K +500 +0.5%
MCA
540
MSH Capital Advisors
Arizona
$4.81M +$87.5K +1,810 +2%
GFS
541
GYL Financial Synergies
Connecticut
$4.81M +$47.4K +980 +0.9%
TCM
542
Telos Capital Management
California
$4.81M +$96.7K +2,000 +2%
FFWA
543
FRG Family Wealth Advisors
Washington
$4.8M
SAM
544
Smithbridge Asset Management
Pennsylvania
$4.78M -$337K -6,980 -6%
SSWM
545
Sheets Smith Wealth Management
North Carolina
$4.78M -$14.7K -305 -0.3%
CSA
546
Cottage Street Advisors
Massachusetts
$4.78M -$3.63K -75 -0.1%
EVM
547
Eaton Vance Management
Massachusetts
$4.77M +$727K +15,045 +16%
PFS
548
Prospera Financial Services
Texas
$4.76M +$1.44M +29,815 +38%
SFG
549
Summit Financial Group
West Virginia
$4.75M +$275K +5,680 +6%
BCMO
550
Buckingham Capital Management (Ohio)
Ohio
$4.73M +$149K +3,080 +3%

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.