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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
CL
676
COWA LLC
Oklahoma
$3.06M -$709K -14,675 -17%
IGWM
677
ICA Group Wealth Management
Colorado
$3.02M -$121K -2,500 -3%
CBT
678
Central Bank & Trust
Kentucky
$3.01M -$44.7K -925 -1%
PWAG
679
Polaris Wealth Advisory Group
California
$3M +$3.22M +66,685 New
HL
680
HeadInvest LLC
Maine
$3M
IA
681
IFG Advisors
Missouri
$2.99M -$211K -4,365 -6%
WAM
682
Weinberger Asset Management
California
$2.98M -$83.6K -1,730 -2%
NEAM
683
New England Asset Management
Connecticut
$2.96M
SF
684
Summit Financial
New Jersey
$2.96M +$553K +11,435 +20%
OWM
685
Opes Wealth Management
California
$2.96M +$52K +1,075 +2%
BB
686
Busey Bank
Illinois
$2.93M +$73.7K +1,525 +2%
HPWM
687
Highland Private Wealth Management
Washington
$2.91M +$231K +4,770 +8%
Neuberger Berman Group
688
Neuberger Berman Group
New York
$2.9M +$18.1K +375 +0.6%
MHS
689
M Holdings Securities
Oregon
$2.89M -$83.9K -1,735 -3%
FWA
690
FSM Wealth Advisors
Ohio
$2.88M +$290K +5,990 +10%
ST
691
Spinnaker Trust
Maine
$2.87M +$18.1K +375 +0.6%
Lido Advisors
692
Lido Advisors
California
$2.86M -$285K -5,885 -8%
CFC
693
Client First Capital
California
$2.86M +$23.9K +495 +0.8%
HCM
694
Hengehold Capital Management
Ohio
$2.85M +$433K +8,965 +16%
NOI
695
Newton One Investments
Delaware
$2.84M -$21K -435 -0.7%
PR
696
Payden & Rygel
California
$2.84M +$11.1K +230 +0.4%
AFS
697
Annapolis Financial Services
Maryland
$2.83M -$38.7K -800 -1%
3F
698
360 Financial
Minnesota
$2.8M +$214K +4,425 +7%
Deutsche Bank
699
Deutsche Bank
Germany
$2.79M -$3.87K -80 -0.1%
CHP
700
Cable Hill Partners
Oregon
$2.78M

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.