We are live on ! Find out more
IJH icon

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
PCMC
926
Private Capital Management (Colorado)
Colorado
$1.34M -$127K -2,620 -8%
RRA
927
Round Rock Advisors
Connecticut
$1.34M -$4.11K -85 -0.3%
SA
928
Shilanski & Associates
Alaska
$1.34M +$1.48M +30,675 New
TIA
929
Tiemann Investment Advisors
California
$1.33M -$281K -5,820 -16%
PWMG
930
Pinnacle Wealth Management Group
Michigan
$1.32M +$1.46M +30,210 New
WTB
931
Washington Trust Bank
Washington
$1.31M +$1.21K +25 +0.1%
BBA
932
BLB&B Advisors
Pennsylvania
$1.31M +$345K +7,145 +31%
TFF
933
The Family Firm
Maryland
$1.31M -$1.93K -40 -0.1%
IAS
934
Investment Advisory Services
Texas
$1.31M -$269K -5,565 -16%
RMCM
935
Reynders McVeigh Capital Management
Massachusetts
$1.31M -$9.67K -200 -0.7%
MOACM
936
Mutual of America Capital Management
New York
$1.3M +$452K +9,340 +46%
APP
937
Avantax Planning Partners
Iowa
$1.3M +$39.4K +815 +3%
ONST
938
Old North State Trust
North Carolina
$1.29M +$1.42M +29,310 +97,700%
AFC
939
AFT Forsyth & Company
Florida
$1.28M
SWM
940
Shakespeare Wealth Management
Wisconsin
$1.28M +$1.41M +29,130 New
RFG
941
Range Financial Group
Oregon
$1.26M -$4.11K -85 -0.3%
FWP
942
FAS Wealth Partners
Kansas
$1.26M -$9.43K -195 -0.7%
CCM
943
Condor Capital Management
New Jersey
$1.25M -$76.1K -1,575 -5%
WEG
944
World Equity Group
Illinois
$1.25M -$14K -290 -1%
MFG
945
Merit Financial Group
Georgia
$1.25M +$66.7K +1,380 +5%
CPP
946
Capasso Planning Partners
South Carolina
$1.25M -$88.2K -1,825 -6%
FMC
947
First Merchants Corp
Indiana
$1.25M +$126K +2,610 +10%
MWA
948
Motive Wealth Advisors
Michigan
$1.25M
XF
949
XML Financial
Maryland
$1.25M +$15.5K +320 +1%
WPC
950
Wedmont Private Capital
Pennsylvania
$1.24M +$218K +4,515 +19%

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.