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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
SOMRS
76
State of Michigan Retirement System
Michigan
$72.5M +$7.63M +157,750 +11%
FT
77
Fiduciary Trust
Massachusetts
$71.7M +$249K +5,155 +0.3%
LWMT
78
Legacy Wealth Management (Tennessee)
Tennessee
$69.6M -$111K -2,305 -0.1%
MIA
79
MainStreet Investment Advisors
Illinois
$69.5M
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$68.9M +$503K +10,405 +0.7%
AIM
81
Acropolis Investment Management
Missouri
$67.1M +$417K +8,635 +0.6%
State Street
82
State Street
Massachusetts
$66.3M -$8.03M -166,100 -10%
Bessemer Group
83
Bessemer Group
New Jersey
$63.3M +$1.39M +28,690 +2%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$62.6M +$3.94M +81,490 +6%
MPWT
85
MassMutual Private Wealth & Trust
Connecticut
$62.4M -$3.45M -71,315 -5%
BPWM
86
Badgley Phelps Wealth Managers
Washington
$61.8M +$1.18M +24,365 +2%
FHB
87
First Hawaiian Bank
Hawaii
$61.2M -$171K -3,535 -0.3%
CWM
88
Cahaba Wealth Management
Georgia
$60.3M +$2.39M +49,465 +4%
CWM
89
Connecticut Wealth Management
Connecticut
$59.8M +$273K +5,655 +0.4%
TF
90
TIAA FSB
Florida
$59.5M +$702K +14,520 +1%
Comerica Bank
91
Comerica Bank
Texas
$57.8M +$2.22M +45,945 +4%
VC
92
Vicus Capital
Pennsylvania
$57.5M +$1.28M +26,575 +2%
KAS
93
Kestra Advisory Services
Texas
$56M +$14.7M +303,420 +31%
AFG
94
Arkansas Financial Group
Arkansas
$55.8M -$823K -17,020 -1%
LFS
95
Lutz Financial Services
Nebraska
$54.7M +$1.81M +37,365 +3%
PFM
96
Phillips Financial Management
Indiana
$54.5M -$2.4M -49,600 -4%
LF
97
Lee Financial
Texas
$53.8M +$2.01M +41,545 +4%
OAM
98
Oppenheimer Asset Management
New York
$52.1M +$115K +2,380 +0.2%
PA
99
Planning Alternatives
Michigan
$51.7M +$1.52M +31,420 +3%
LRIA
100
Leonard Rickey Investment Advisors
Washington
$51.7M -$898K -18,580 -2%

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.