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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
MCCP
626
Mission Creek Capital Partners
California
$3.64M +$62.1K +1,285 +2%
FPCG
627
Forum Private Client Group
Indiana
$3.62M -$63.1K -1,305 -2%
GVAG
628
Great Valley Advisor Group
Delaware
$3.62M -$444K -9,185 -10%
Koshinski Asset Management
629
Koshinski Asset Management
Illinois
$3.61M -$36.3K -750 -0.9%
CAM
630
Campion Asset Management
Virginia
$3.6M +$70.3K +1,455 +2%
APA
631
American Portfolios Advisors
New York
$3.58M -$28.3K -585 -0.7%
BBHC
632
Brown Brothers Harriman & Co
New York
$3.52M -$91.1K -1,885 -2%
SAM
633
Securian Asset Management
Minnesota
$3.51M +$127K +2,635 +3%
SCG
634
Sonata Capital Group
Washington
$3.5M +$1.93K +40 +0.1%
AIMC
635
Alley Investment Management Company
Illinois
$3.49M +$11.6K +240 +0.3%
PAM
636
Private Asset Management
California
$3.49M -$425K -8,785 -10%
CCM
637
Covington Capital Management
California
$3.45M +$120K +2,475 +3%
TSWM
638
Triangle Securities Wealth Management
North Carolina
$3.45M +$137K +2,840 +4%
EGP
639
Entrust Global Partners
New York
$3.43M
CWM
640
Cranbrook Wealth Management
Michigan
$3.43M +$1.21M +25,095 +47%
CAGAS
641
Capital Advisory Group Advisory Services
Minnesota
$3.4M -$38.9K -805 -1%
AIA
642
Armor Investment Advisors
North Carolina
$3.4M +$974K +20,140 +35%
ACM
643
Advisors Capital Management
New Jersey
$3.4M +$1.24M +25,660 +61%
ASFA
644
All Season Financial Advisors
Colorado
$3.38M +$3.18M +65,845 +581%
HWM
645
HB Wealth Management
Georgia
$3.37M +$181K +3,750 +5%
EW
646
Element Wealth
Mississippi
$3.36M +$23.7K +490 +0.6%
BFWA
647
Benchmark Financial Wealth Advisors
Florida
$3.35M +$165K +3,420 +5%
WHG
648
Westwood Holdings Group
Texas
$3.33M -$1.72M -35,680 -32%
RWA
649
River Wealth Advisors
Pennsylvania
$3.31M -$309K -6,390 -8%
WF
650
Welch & Forbes
Massachusetts
$3.29M +$369K +7,630 +11%

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.