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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
NCM
576
Novare Capital Management
North Carolina
$4.3M -$24.9K -515 -0.5%
FC
577
FCA Corp
Texas
$4.29M +$51.7K +1,070 +1%
IF
578
Intrua Financial
Texas
$4.28M -$83.6K -1,730 -2%
LPT
579
Legacy Private Trust
Wisconsin
$4.21M -$34.3K -710 -0.7%
DJYG
580
David J. Yvars Group
Florida
$4.21M -$208K -4,310 -4%
SWA
581
SOA Wealth Advisors
New York
$4.2M +$160K +3,305 +4%
TA
582
Tectonic Advisors
Texas
$4.2M
KWM
583
Kingsview Wealth Management
Oregon
$4.19M -$631K -13,055 -12%
PCM
584
Pennsylvania Capital Management
Pennsylvania
$4.18M +$124K +2,565 +3%
WFA
585
Wellspring Financial Advisors
Ohio
$4.15M -$197K -4,075 -0.1%
NL
586
NWAM LLC
Washington
$4.13M +$20.5K +425 +0.5%
CIR
587
Clear Investment Research
Georgia
$4.08M +$192K +3,965 +4%
BCWM
588
Bartlett & Co Wealth Management
Ohio
$4.07M +$289K +5,970 +7%
BC
589
Bartlett & Co
Ohio
$4.07M +$289K +5,970 +7%
TPSF
590
Texas Permanent School Fund
Texas
$4.06M -$2.5M -51,805 -36%
USAA
591
United Services Automobile Association
Texas
$4.01M -$1.27M -26,290 -22%
VVP
592
Venture Visionary Partners
Ohio
$4M -$203K -4,205 -4%
TFA
593
Trinity Financial Advisors
Ohio
$3.98M -$45.9K -950 -1%
SI
594
Stephens Inc
Arkansas
$3.97M -$78.3K -1,620 -2%
TWC
595
TD Waterhouse Canada
Ontario, Canada
$3.96M +$3.87K +80 +0.1%
GF
596
Gries Financial
Ohio
$3.96M +$8.46K +175 +0.2%
WCM
597
Washburn Capital Management
Florida
$3.96M -$54.4K -1,125 -1%
FFMBT
598
First Farmers & Merchants Bank Trust
Tennessee
$3.93M -$119K -2,470 -3%
LF
599
LifeSteps Financial
California
$3.93M -$332K -6,875 -7%
OCM
600
Orion Capital Management
California
$3.9M -$105K -2,170 -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.