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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
NCG
651
Newport Capital Group
New Jersey
$3.27M +$1.74M +35,995 +96%
WJA
652
Willis Johnson & Associates
Texas
$3.26M +$162K +3,350 +5%
FLA
653
Financial Life Advisors
Texas
$3.25M -$519K -10,745 -13%
UL
654
Unionview LLC
Washington
$3.25M +$182K +3,765 +5%
SFG
655
Sather Financial Group
Texas
$3.24M -$8.22K -170 -0.2%
PAI
656
Pittenger & Anderson Inc
Nebraska
$3.23M +$379K +7,845 +12%
FPW
657
Flagship Private Wealth
Massachusetts
$3.23M -$80.7K -1,670 -2%
MC
658
Middleton & Co
Massachusetts
$3.23M -$2.37M -49,110 -40%
PCM
659
Perritt Capital Management
Illinois
$3.22M -$12.8K -265 -0.4%
FA
660
FC Advisory
Pennsylvania
$3.22M +$393K +8,125 +12%
LWM
661
Lyell Wealth Management
California
$3.21M +$1.38M +28,525 +64%
NL
662
NEPC LLC
Massachusetts
$3.18M
TA
663
TruWealth Advisors
Louisiana
$3.18M -$117K -2,415 -3%
EWA
664
EP Wealth Advisors
California
$3.17M +$194K +4,020 +6%
UBG
665
United Bank (Georgia)
Georgia
$3.17M +$177K +3,655 +5%
BFS
666
Bard Financial Services
Connecticut
$3.16M
BIA
667
Bigelow Investment Advisors
Maine
$3.16M +$298K +6,155 +9%
MYIA
668
Mount Yale Investment Advisors
Colorado
$3.16M +$178K +3,675 +5%
CCM
669
Crew Capital Management
Ohio
$3.13M -$9.19K -190 -0.3%
NMG
670
New Millennium Group
Utah
$3.11M -$167K -3,460 -5%
SAM
671
Stone Asset Management
Texas
$3.1M +$706K +14,600 +26%
FSG
672
Financial Strategies Group
Michigan
$3.09M -$961K -19,885 -22%
PA
673
PFG Advisors
Arizona
$3.09M +$3.4M +70,400 New
GSB
674
Greenfield Savings Bank
Massachusetts
$3.08M -$26.1K -540 -0.8%
MWP
675
Moller Wealth Partners
$3.08M

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.