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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
LC
826
LCNB Corp
Ohio
$1.8M -$48.3K -1,000 -2%
PA
827
Parallel Advisors
California
$1.79M +$196K +4,060 +11%
OCM
828
Objective Capital Management
Ohio
$1.78M +$34.1K +705 +2%
HS
829
Horan Securities
United States
$1.77M +$148K +3,060 +8%
Legal & General Group
830
Legal & General Group
United Kingdom
$1.77M +$1.52M +31,450 +349%
ASW
831
Astoria Strategic Wealth
Texas
$1.77M -$1.14M -23,655 -37%
B
832
Bensler
Washington
$1.77M +$23.9K +495 +1%
FSWA
833
Financial Synergies Wealth Advisors
Texas
$1.75M +$725 +15 +0%
MFC
834
Morris Financial Concepts
South Carolina
$1.74M -$217K -4,495 -10%
BFEC
835
Benjamin F. Edwards & Company
Missouri
$1.74M -$1.69K -35 -0.1%
WIM
836
WealthPlan Investment Management
Nebraska
$1.73M +$1.69M +34,955 New
1IA
837
1834 Investment Advisors
Wisconsin
$1.73M -$59.5K -1,230 -3%
TC
838
TownSquare Capital
Utah
$1.73M -$1.02M -21,070 -35%
WP
839
WealthSource Partners
California
$1.72M -$195K -4,030 -9%
IP
840
Ignite Planners
California
$1.72M +$110K +2,275 +6%
WOSD
841
WFA of San Diego
California
$1.72M -$64.8K -1,340 -3%
CCMD
842
Cypress Capital Management (Delaware)
Delaware
$1.71M +$83.6K +1,730 +5%
OWA
843
One Wealth Advisors
California
$1.71M -$778K -16,085 -29%
KW
844
KWB Wealth
California
$1.7M -$91.4K -1,890 -5%
WA
845
Waverly Advisors
Alabama
$1.7M -$55.1K -1,140 -3%
WS
846
Wedbush Securities
California
$1.7M -$185K -3,825 -9%
BHBT
847
Burke & Herbert Bank & Trust
Virginia
$1.7M -$249K -5,155 -12%
CI
848
Cambiar Investors
Colorado
$1.69M -$156K -3,230 -8%
WWA
849
WC Walker & Associates
California
$1.69M +$1.12M +23,110 +186%
CBB
850
Citizens Business Bank
California
$1.69M -$459K -9,495 -20%

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.