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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
TLFA
851
True Link Financial Advisors
California
$1.69M -$3.38K -70 -0.2%
SWM
852
Southern Wealth Management
Texas
$1.67M +$344K +7,115 +26%
BA
853
Ballew Advisors
Mississippi
$1.66M +$37.2K +770 +2%
ACIM
854
Azimuth Capital Investment Management
Michigan
$1.66M
BFA
855
Beacon Financial Advisory
Ohio
$1.65M -$51.2K -1,060 -3%
EWM
856
Endurance Wealth Management
Rhode Island
$1.65M -$38.2K -790 -2%
KIA
857
KCM Investment Advisors
California
$1.65M -$6.04K -125 -0.3%
BWM
858
BerganKDV Wealth Management
Minnesota
$1.65M +$8.7K +180 +0.5%
PCA
859
Providence Capital Advisors
North Carolina
$1.63M -$837K -17,305 -32%
IP
860
Investment Partners
Ohio
$1.63M +$173K +3,570 +11%
AA
861
Advisory Alpha
Michigan
$1.62M +$31.7K +655 +2%
CA
862
Claro Advisors
Massachusetts
$1.62M
TH
863
TCTC Holdings
Texas
$1.61M +$64.5K +1,335 +4%
CFFP
864
Center for Financial Planning
Michigan
$1.61M -$262K -5,410 -13%
CAL
865
Capital Advisors Ltd
Ohio
$1.61M +$140K +2,900 +9%
MA
866
Mutual Advisors
Nebraska
$1.6M +$342K +7,070 +24%
WT
867
Washington Trust
Rhode Island
$1.6M +$629K +13,020 +56%
USCWA
868
U.S. Capital Wealth Advisors
Texas
$1.59M +$20.5K +425 +1%
FHA
869
Flagship Harbor Advisors
Massachusetts
$1.59M +$7.01K +145 +0.4%
KWM
870
Kaydan Wealth Management
Michigan
$1.58M +$406K +8,390 +30%
OFS
871
Oldfather Financial Services
Nebraska
$1.58M
AF
872
Advisornet Financial
Minnesota
$1.57M -$19.1K -395 -1%
AAMC
873
Asset Allocation & Management Company
Illinois
$1.57M
PCMF
874
Private Capital Management (Florida)
Florida
$1.57M -$151K -3,120 -8%
PGWM
875
Pitti Group Wealth Management
New York
$1.57M +$43K +890 +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.