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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
HTC
51
Haverford Trust Company
Pennsylvania
$111M +$2.56M +52,865 +2%
CFG
52
Citizens Financial Group
Rhode Island
$111M +$7.04M +145,715 +6%
BIM
53
Bridges Investment Management
Nebraska
$110M -$5.99M -123,930 -5%
MML Investors Services
54
MML Investors Services
Massachusetts
$109M +$3.85M +79,570 +3%
APCM
55
Alaska Permanent Capital Management
Alaska
$103M -$205K -4,230 -0.2%
JMPWA
56
JP Morgan Private Wealth Advisors
California
$102M +$4.15M +85,935 +4%
SSB
57
Sandy Spring Bank
Maryland
$99.1M +$389K +8,045 +0.4%
GT
58
Greenleaf Trust
Michigan
$96.7M +$2.08M +42,970 +2%
MCM
59
MAI Capital Management
Ohio
$93.3M +$8.49M +175,595 +9%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$91.8M -$306K -6,325 -0.3%
SIC
61
Sigma Investment Counselors
Michigan
$84.4M +$1.01M +20,825 +1%
BFPW
62
BOK Financial Private Wealth
Colorado
$83.6M +$5.27M +109,055 +6%
LW
63
Linscomb Wealth
Texas
$83.3M -$626K -12,940 -0.7%
Natixis Advisors
64
Natixis Advisors
Massachusetts
$80.5M -$4.47M -92,360 -5%
M&T Bank
65
M&T Bank
New York
$79.5M -$10M -206,985 -10%
AIA
66
Ally Invest Advisors
North Carolina
$78.9M -$263K -5,430 -0.3%
RMDI
67
R.M. Davis Inc
Maine
$78.8M +$11.1M +228,980 +15%
WT
68
Whittier Trust
California
$78.7M +$1.91M +39,590 +2%
BF
69
BOK Financial
Oklahoma
$78.4M -$892K -18,450 -1%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$78.3M +$19.6M +405,240 +29%
FLPIM
71
F.L. Putnam Investment Management
Massachusetts
$77.5M +$3.21M +66,410 +4%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$75.6M -$607K -12,550 -0.7%
HI
73
Horizon Investments
North Carolina
$74.7M +$25.2M +520,970 +44%
UCFA
74
United Capital Financial Advisors
Texas
$73.5M -$609K -12,590 -0.7%
SHGA
75
Sand Hill Global Advisors
California
$73.1M -$2.58M -53,450 -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.