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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
HWM
701
HighMark Wealth Management
Minnesota
$2.74M +$11.6K +240 +0.4%
VCM
702
Vivaldi Capital Management
Illinois
$2.74M +$59.7K +1,235 +2%
CWM
703
C2C Wealth Management
Arizona
$2.73M +$13.3K +275 +0.5%
CW
704
CreativeOne Wealth
Kansas
$2.71M +$109K +2,250 +4%
FTC
705
Farmers Trust Company
Ohio
$2.7M -$3.63K -75 -0.1%
JIP
706
Jaffetilchin Investment Partners
Florida
$2.69M -$38.9K -805 -1%
SIG
707
Sky Investment Group
Connecticut
$2.68M
CHC
708
City Holding Co
West Virginia
$2.67M -$238K -4,925 -7%
FCA
709
FLC Capital Advisors
California
$2.67M -$244K -5,050 -8%
HIA
710
Harbor Investment Advisory
Maryland
$2.67M +$44.7K +925 +2%
MCC
711
Money Concepts Capital
Florida
$2.66M -$349K -7,220 -11%
JWS
712
Juncture Wealth Strategies
Arizona
$2.66M +$1.72M +35,590 +142%
MM
713
Main Management
California
$2.65M
UF
714
Univest Financial
Pennsylvania
$2.63M -$57K -1,180 -2%
HIMC
715
Heritage Investors Management Corp
Maryland
$2.63M -$725 -15 -0%
WA
716
Wealth Alliance
New York
$2.62M -$145K -3,005 -5%
CB
717
Cadence Bank
Mississippi
$2.61M +$2.87M +59,435 New
SWP
718
Summit Wealth Partners
Florida
$2.6M -$141K -2,910 -5%
CFD
719
Creative Financial Designs
Indiana
$2.59M +$282K +5,825 +11%
AWM
720
Axxcess Wealth Management
California
$2.59M +$34.8K +720 +1%
ACM
721
AUA Capital Management
Pennsylvania
$2.56M -$629K -13,015 -18%
AWA
722
Arete Wealth Advisors
Illinois
$2.56M +$176K +3,650 +7%
BFS
723
Bradley Foster & Sargent
Connecticut
$2.56M -$145K -3,000 -5%
PA
724
PSI Advisors
Florida
$2.54M -$308K -6,365 -10%
FIM
725
Fernwood Investment Management
Massachusetts
$2.52M -$9.67K -200 -0.3%

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.