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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
AFS
551
AFG Fiduciary Services
Massachusetts
$4.7M -$212K -4,385 -4%
DWT
552
Dorsey & Whitney Trust
South Dakota
$4.7M +$52.9K +1,095 +1%
5L
553
55I LLC
Massachusetts
$4.69M +$141K +2,920 +3%
SFA
554
Sequoia Financial Advisors
Ohio
$4.68M -$877K -18,150 -15%
BMD
555
Better Money Decisions
New Mexico
$4.68M +$196K +4,050 +4%
MWM
556
Mascoma Wealth Management
New Hampshire
$4.66M +$188K +3,885 +4%
FNBOSM
557
First National Bank of South Miami
Florida
$4.65M -$423K -8,750 -8%
AWAP
558
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$4.63M +$66K +1,365 +1%
UWM
559
USAdvisors Wealth Management
Minnesota
$4.62M -$59.5K -1,230 -1%
BRWA
560
B. Riley Wealth Advisors
Florida
$4.6M +$1.55M +32,035 +44%
PFA
561
Pure Financial Advisors
California
$4.56M +$67K +1,385 +1%
LMIM
562
Lockheed Martin Investment Management
Maryland
$4.55M
SFP
563
Sterling Financial Planning
New Jersey
$4.55M -$72K -1,490 -1%
CFO
564
CVA Family Office
Colorado
$4.54M -$48.3K -1,000 -1%
CWM
565
Cornerstone Wealth Management
Missouri
$4.53M -$153K -3,155 -3%
BWA
566
Bordeaux Wealth Advisors
California
$4.5M -$103K -2,130 -2%
SBLIC
567
Security Benefit Life Insurance Company
Kansas
$4.5M
SF
568
Synovus Financial
Georgia
$4.45M +$72.5K +1,500 +1%
FA
569
Flagstar Advisors
New York
$4.44M +$35.3K +730 +0.7%
FTS
570
Fifth Third Securities
Ohio
$4.38M -$118K -2,440 -2%
PCM
571
Parsons Capital Management
Rhode Island
$4.35M +$27.3K +565 +0.6%
BA
572
Bellwether Advisors
Nebraska
$4.35M -$766K -15,835 -14%
WQ
573
Wealth Quarterback
New Jersey
$4.32M +$100K +2,070 +2%
GTAM
574
Global Trust Asset Management
Florida
$4.32M +$340K +7,030 +8%
HI
575
Harbour Investments
Wisconsin
$4.31M

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.