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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
GWS
801
Glassman Wealth Services
Virginia
$1.91M -$25.1K -520 -1%
UBV
802
United Bank (Virginia)
Virginia
$1.89M +$96K +1,985 +5%
American Century Companies
803
American Century Companies
Missouri
$1.89M
WWA
804
WCG Wealth Advisors
Nevada
$1.89M +$748K +15,465 +56%
AG
805
Ascent Group
Virginia
$1.88M
ANBT
806
American National Bank & Trust
Texas
$1.88M +$424K +8,780 +26%
NB
807
NBT Bank
New York
$1.87M +$1.21K +25 +0.1%
VOYA Investment Management
808
VOYA Investment Management
Georgia
$1.87M -$2.77M -57,385 -57%
SC
809
Scotia Capital
Ontario, Canada
$1.87M -$22K -455 -1%
CCG
810
Cypress Capital Group
Florida
$1.86M +$6.04K +125 +0.3%
JCM
811
Jacobi Capital Management
Pennsylvania
$1.86M +$32.4K +670 +2%
EI
812
Ellevest Inc
New York
$1.86M +$142K +2,945 +7%
BWL
813
Bogart Wealth LLC
Virginia
$1.85M +$4.35K +90 +0.2%
TVAMP
814
Tennessee Valley Asset Management Partners
Tennessee
$1.85M -$624K -12,905 -23%
LFAS
815
Level Four Advisory Services
Texas
$1.85M +$139K +2,865 +7%
SYBT
816
Stock Yards Bank & Trust
Kentucky
$1.84M +$103K +2,135 +5%
FFG
817
Ford Financial Group
California
$1.84M -$1.07M -22,135 -35%
AFP
818
Ausdal Financial Partners
Iowa
$1.83M -$1.07M -22,200 -35%
CI
819
CX Institutional
Indiana
$1.83M -$1.67M -34,550 -45%
CFG
820
Cooper Financial Group
California
$1.83M -$159K -3,290 -7%
VIM
821
Vista Investment Management
Pennsylvania
$1.83M +$29.2K +605 +1%
AWS
822
AJ Wealth Strategies
New York
$1.81M +$9.19K +190 +0.5%
TGAM
823
TBH Global Asset Management
Tennessee
$1.81M -$16.4K -340 -0.8%
LNWWM
824
Laird Norton Wetherby Wealth Management
California
$1.81M +$58.3K +1,205 +3%
AT
825
Arvest Trust
Oklahoma
$1.81M +$31.4K +650 +2%

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.