We are live on ! Find out more
IJH icon

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
ST
726
Sabal Trust
Florida
$2.51M +$28.3K +585 +1%
Susquehanna International Group
727
Susquehanna International Group
Pennsylvania
$2.5M +$2.75M +56,950 New
SXL
728
Summit X LLC
Missouri
$2.49M -$2.38M -49,150 -46%
FG
729
Fiduciary Group
Georgia
$2.48M +$455K +9,405 +23%
VFA
730
Valeo Financial Advisors
Indiana
$2.47M +$4.83K +100 +0.2%
CIC
731
Carnegie Investment Counsel
Ohio
$2.46M -$234K -4,850 -8%
MPW
732
MGO Private Wealth
California
$2.46M +$2.71M +56,095 New
HPC
733
HM Payson & Co
Maine
$2.46M
PWM
734
Perigon Wealth Management
California
$2.46M -$228K -4,720 -8%
AWMG
735
Alliance Wealth Management Group
New Jersey
$2.45M +$314K +6,490 +13%
HNWAG
736
High Net Worth Advisory Group
Florida
$2.45M +$9.67K +200 +0.4%
AIP
737
Almanack Investment Partners
Pennsylvania
$2.43M +$1.34M +27,720 +100%
NSB
738
Norway Savings Bank
Maine
$2.37M +$514K +10,635 +25%
SFI
739
SPC Financial Inc
Maryland
$2.36M +$508K +10,500 +24%
GFP
740
Gryphon Financial Partners
Ohio
$2.35M +$33.4K +690 +1%
CAM
741
Cozad Asset Management
Illinois
$2.33M +$77.4K +1,600 +3%
AF
742
Apexium Financial
Texas
$2.32M +$1.77M +36,670 +225%
LWMNY
743
Landmark Wealth Management (New York)
New York
$2.32M +$2.56M +52,850 New
CT
744
Colonial Trust
South Carolina
$2.31M +$2.54M +52,615 New
PG
745
Patten Group
Tennessee
$2.3M -$75.7K -1,565 -3%
KIG
746
Kowal Investment Group
Wisconsin
$2.29M +$546K +11,290 +28%
BFG
747
Beacon Financial Group
Texas
$2.29M +$85.1K +1,760 +4%
CAG
748
Crestwood Advisors Group
Massachusetts
$2.26M -$63.3K -1,310 -2%
SAS
749
Stelac Advisory Services
New York
$2.26M +$57.8K +1,195 +2%
BAM
750
Belpointe Asset Management
Nevada
$2.26M +$68.9K +1,425 +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.