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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
FFW
901
Fusion Family Wealth
New York
$1.46M +$810K +16,760 +152%
NF
902
Nikulski Financial
Iowa
$1.46M +$142K +2,940 +10%
ACM
903
Ategra Capital Management
Virginia
$1.46M +$58.7K +1,215 +4%
NCM
904
Next Capital Management
New York
$1.45M +$183K +3,795 +13%
V
905
VeraBank
Texas
$1.45M -$22.2K -460 -1%
MTIC
906
Missouri Trust & Investment Company
Missouri
$1.44M -$60.4K -1,250 -4%
WDL
907
Well Done LLC
Michigan
$1.44M -$123K -2,535 -7%
BIP
908
Blueprint Investment Partners
North Carolina
$1.44M +$187K +3,875 +13%
OC
909
Oakworth Capital
Alabama
$1.43M -$2.66K -55 -0.2%
SS
910
Simplicity Solutions
Minnesota
$1.43M +$34.1K +705 +2%
WG
911
Watchman Group
Texas
$1.43M +$1.57M +32,515 New
VRM
912
Vectors Research Management
New York
$1.42M -$125K -2,585 -7%
CWM
913
Campbell Wealth Management
Virginia
$1.42M +$68.7K +1,420 +5%
HC
914
HNP Capital
New York
$1.41M +$242 +5 +0%
SBH
915
Segall Bryant & Hamill
Illinois
$1.41M -$398K -8,230 -20%
MIM
916
Macroview Investment Management
Maryland
$1.41M -$1.69K -35 -0.1%
CC
917
Corsicana & Co
Texas
$1.41M +$64.3K +1,330 +4%
CAAM
918
Cornerstone Advisors Asset Management
Pennsylvania
$1.4M
SFG
919
Sovereign Financial Group
Connecticut
$1.4M -$137K -2,830 -8%
SCA
920
St. Clair Advisors
Ohio
$1.39M +$477K +9,875 +45%
MI
921
Moneywise Inc
Virginia
$1.39M -$2.15M -44,450 -58%
HCA
922
Harbour Capital Advisors
Virginia
$1.39M -$13.3K -275 -0.9%
B
923
Bridgeworth
Alabama
$1.37M -$379K -7,830 -20%
EB
924
Eastern Bank
Massachusetts
$1.35M -$88.2K -1,825 -6%
TFS
925
TrustCore Financial Services
Tennessee
$1.35M -$444K -9,180 -23%

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.