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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
OMC
751
Old Mission Capital
Illinois
$2.24M +$2.47M +51,000 New
RWRC
752
R.W. Roge & Company
New York
$2.22M -$365K -7,560 -13%
CNB
753
Camden National Bank
Maine
$2.22M +$4.35K +90 +0.2%
ATWA
754
Arbor Trust Wealth Advisors
Michigan
$2.21M -$170K -3,515 -7%
PRWA
755
Platte River Wealth Advisors
Colorado
$2.21M -$44.7K -925 -2%
BAAM
756
Baker Avenue Asset Management
California
$2.2M +$966K +19,980 +66%
DFA
757
Delta Financial Advisors
Louisiana
$2.2M
MSAM
758
Moloney Securities Asset Management
Missouri
$2.19M -$30.5K -630 -1%
TAM
759
Townsend Asset Management
North Carolina
$2.18M -$99.8K -2,065 -4%
GC
760
Guggenheim Capital
Illinois
$2.18M -$102K -2,105 -4%
BFO
761
Biltmore Family Office
North Carolina
$2.16M +$87.5K +1,810 +4%
MWM
762
Meridian Wealth Management
Kentucky
$2.16M -$541K -11,190 -19%
NEPWA
763
New England Private Wealth Advisors
Massachusetts
$2.13M -$386K -7,975 -14%
TI
764
Truepoint Inc
Ohio
$2.13M +$114K +2,365 +5%
QCIG
765
Quad-Cities Investment Group
Iowa
$2.12M +$133K +2,755 +6%
BJL
766
Brighton Jones LLC
Washington
$2.11M +$273K +5,655 +13%
CS
767
Credit Suisse
Switzerland
$2.11M +$567K +11,735 +32%
BFO
768
Boston Family Office
Massachusetts
$2.1M -$359K -7,420 -13%
BRM
769
Boston Research & Management
Massachusetts
$2.1M -$62.6K -1,295 -3%
HSA
770
HBK Sorce Advisory
Pennsylvania
$2.09M +$56.8K +1,175 +3%
HAS
771
HBW Advisory Services
California
$2.08M +$45.4K +940 +2%
RCG
772
Regatta Capital Group
California
$2.08M +$122K +2,525 +6%
CI
773
Cavalier Investments
Georgia
$2.07M -$1.76M -36,460 -44%
GLA
774
Good Life Advisors
Pennsylvania
$2.07M -$29.7K -615 -1%
E
775
ETFidea
New York
$2.04M +$268K +5,540 +14%

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.