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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
KLI
601
Kelman-Lazarov Inc
Tennessee
$3.9M +$250K +5,180 +6%
WWM
602
Windsor Wealth Management
Indiana
$3.88M -$69.1K -1,430 -2%
FC
603
Financial Council
Maryland
$3.88M -$1.45K -30 -0%
EFS
604
Essex Financial Services
Connecticut
$3.87M +$393K +8,130 +10%
CWM
605
Capital Wealth Management
Rhode Island
$3.85M +$111K +2,300 +3%
B
606
Brightworth
Georgia
$3.84M -$1.16M -24,005 -22%
PAS
607
Park Avenue Securities
New York
$3.83M +$1.69M +34,920 +67%
PCIA
608
Prime Capital Investment Advisors
Kansas
$3.82M +$1.01M +20,815 +31%
IWM
609
IHT Wealth Management
Illinois
$3.81M +$1.32M +27,405 +46%
PGWM
610
Parisi Gray Wealth Management
New Jersey
$3.8M -$577K -11,945 -12%
RWP
611
Revolve Wealth Partners
New Jersey
$3.79M -$101K -2,080 -2%
LFG
612
Leverty Financial Group
Wisconsin
$3.77M +$55.6K +1,150 +1%
CFGS
613
Concourse Financial Group Securities
Alabama
$3.77M -$132K -2,740 -3%
FBA
614
Front Barnett Associates
Illinois
$3.75M -$13.8K -285 -0.3%
PPWM
615
PFG Private Wealth Management
Florida
$3.75M +$188K +3,880 +5%
BHIA
616
Birch Hill Investment Advisors
Massachusetts
$3.75M +$79.5K +1,645 +2%
SWA
617
Stratos Wealth Advisors
Ohio
$3.73M +$442K +9,150 +12%
CFS
618
CRA Financial Services
New Jersey
$3.69M +$134K +2,780 +3%
VFP
619
Verus Financial Partners
Virginia
$3.69M -$181K -3,735 -5%
VC
620
Vestor Capital
Illinois
$3.68M +$162K +3,350 +4%
HCC
621
Hirtle Callaghan & Co
Pennsylvania
$3.68M +$481K +9,945 +13%
RIA
622
Regal Investment Advisors
Michigan
$3.66M +$45.4K +940 +1%
T
623
TCWP
Ohio
$3.66M +$468K +9,685 +13%
PFG
624
Pacific Financial Group
Washington
$3.66M -$362K -7,480 -8%
WP
625
Wealthspan Partners
Iowa
$3.66M -$69.4K -1,435 -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.