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
FCA
776
FinTrust Capital Advisors
South Carolina
$2M -$14K -290 -0.7%
9WM
777
9258 Wealth Management
Ohio
$2M -$168K -3,465 -7%
MWAM
778
Manhattan West Asset Management
California
$2M +$6.04K +125 +0.3%
AIA
779
Arcadia Investment Advisors
Idaho
$2M +$28.8K +595 +1%
FCB
780
First Command Bank
Texas
$2M +$255K +5,270 +13%
FCFS
781
First Command Financial Services
Texas
$2M +$255K +5,270 +13%
MWM
782
MY Wealth Management
Maryland
$2M -$134K -2,770 -6%
SGK
783
Steigerwald Gordon & Koch
Virginia
$2M +$35.1K +725 +2%
KCM
784
Karp Capital Management
California
$1.99M -$422K -8,730 -16%
BFM
785
Broadview Financial Management
Wisconsin
$1.98M +$4.59K +95 +0.2%
RT
786
Rockland Trust
Massachusetts
$1.97M +$98.1K +2,030 +5%
SWM
787
SigFig Wealth Management
California
$1.97M -$282K -5,835 -12%
Jane Street
788
Jane Street
New York
$1.97M +$1.74M +36,040 +404%
RRC
789
Relaxing Retirement Coach
Massachusetts
$1.96M -$7.98K -165 -0.4%
Kayne Anderson Rudnick Investment Management
790
Kayne Anderson Rudnick Investment Management
California
$1.96M -$1.95M -40,425 -48%
RF
791
Rollins Financial
Georgia
$1.96M +$223K +4,605 +12%
GHA
792
GW Henssler & Associates
Georgia
$1.95M -$200K -4,145 -9%
DY
793
Dowling & Yahnke
California
$1.95M +$131K +2,715 +7%
SFG
794
SevenBridge Financial Group
Pennsylvania
$1.95M +$241K +4,995 +13%
SAM
795
Silvercrest Asset Management
New York
$1.93M +$242 +5 +0%
CSPIA
796
Cary Street Partners Investment Advisory
Virginia
$1.93M +$58.5K +1,210 +3%
IC
797
IEQ Capital
California
$1.92M -$126K -2,605 -6%
EFL
798
ERn Financial LLC
Wisconsin
$1.92M -$441K -9,120 -17%
BONH
799
Bank of New Hampshire
New Hampshire
$1.91M +$49.1K +1,015 +2%
CPC
800
Congress Park Capital
New York
$1.91M +$967 +20 +0%

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.