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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
BFC
876
Bedel Financial Consulting
Indiana
$1.57M +$51K +1,055 +3%
NEGWA
877
New England Guild Wealth Advisors
Connecticut
$1.56M -$110K -2,285 -6%
WGCA
878
Wolf Group Capital Advisors
Virginia
$1.56M -$7.49K -155 -0.4%
WSTAM
879
Wilbanks Smith & Thomas Asset Management
Virginia
$1.55M +$308K +6,375 +22%
KBFS
880
Kohmann Bosshard Financial Services
Ohio
$1.55M -$6.29K -130 -0.4%
CSIC
881
Clifford Swan Investment Counsel
California
$1.54M
KFGK
882
Keystone Financial Group (Kentucky)
Kentucky
$1.54M -$109K -2,245 -6%
EK
883
Evensky & Katz
Florida
$1.51M +$725 +15 +0%
CRC
884
Curi RMB Capital
Illinois
$1.5M -$977K -20,200 -37%
MW
885
Marcum Wealth
Ohio
$1.5M -$134K -2,765 -7%
BWM
886
BigSur Wealth Management
Florida
$1.5M
RWA
887
Ropes Wealth Advisors
Massachusetts
$1.5M +$178K +3,675 +12%
RG
888
Rathbones Group
United Kingdom
$1.5M +$967 +20 +0.1%
FAM
889
Forte Asset Management
New York
$1.5M -$57.5K -1,190 -3%
BF
890
Blankinship & Foster
California
$1.49M -$33.4K -690 -2%
BB
891
Berkshire Bank
Massachusetts
$1.49M -$6.04K -125 -0.4%
PTC
892
Philadelphia Trust Company
Pennsylvania
$1.49M -$30.2K -625 -2%
PPP
893
Private Portfolio Partners
New Jersey
$1.49M +$57K +1,180 +4%
SIC
894
Samalin Investment Counsel
New York
$1.48M +$4.59K +95 +0.3%
CFO
895
Colony Family Offices
North Carolina
$1.48M +$1.63M +33,705 New
GC
896
Gilbert & Cook
Iowa
$1.47M -$6.53K -135 -0.4%
CG
897
Corundum Group
Colorado
$1.47M +$614K +12,690 +61%
CC
898
Cadinha & Co
Hawaii
$1.47M -$63.3K -1,310 -4%
MMHP
899
Murphy Middleton Hinkle & Parker
Georgia
$1.47M +$242 +5 +0%
GWM
900
Geneos Wealth Management
Colorado
$1.46M -$397K -8,220 -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.