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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
WCWM
1001
Wooster Corthell Wealth Management
Connecticut
$1.03M -$4.59K -95 -0.4%
T. Rowe Price Associates
1002
T. Rowe Price Associates
Maryland
$1.03M
Simplex Trading
1003
Simplex Trading
Illinois
$1.03M +$665K +13,750 +140%
VWA
1004
V Wealth Advisors
Kansas
$1.03M +$21.5K +445 +2%
FNC
1005
First National Corp
Massachusetts
$1.03M +$23.2K +480 +2%
SAM
1006
S.A. Mason
Michigan
$1.03M
EWA
1007
ERTS Wealth Advisors
Michigan
$1.02M +$39.9K +825 +4%
WA
1008
Wealthstream Advisors
New York
$1.02M
AWA
1009
Archvest Wealth Advisors
California
$1.01M -$16.7K -345 -1%
MIM
1010
Marco Investment Management
Georgia
$1.01M
LSA
1011
Lansing Street Advisors
Pennsylvania
$1.01M +$10.2K +210 +0.9%
AW
1012
ACG Wealth
Georgia
$1M +$16.9K +350 +2%
VAFP
1013
Vahanian & Associates Financial Planning
New York
$1M +$451K +9,330 +69%
PIMG
1014
Patriot Investment Management Group
Tennessee
$1M
TFA
1015
Triad Financial Advisors
North Carolina
$1M -$242 -5 -0%
H
1016
HoyleCohen
California
$995K +$416K +8,600 +61%
CIS
1017
Continental Investors Services
Washington
$994K -$6.77K -140 -0.6%
DFG
1018
Demars Financial Group
Washington
$993K -$145K -3,005 -12%
P
1019
Pitcairn
Pennsylvania
$985K -$1.04M -21,500 -49%
TFS
1020
Thoroughbred Financial Services
Tennessee
$981K -$23.7K -490 -2%
ZF
1021
Zhang Financial
Michigan
$981K +$12.6K +260 +1%
WCFA
1022
Walkner Condon Financial Advisors
Wisconsin
$978K +$227K +4,690 +27%
SWM
1023
Stockman Wealth Management
Montana
$977K
IAIM
1024
International Assets Investment Management
Florida
$975K +$27.1K +560 +3%
BWCS
1025
Beirne Wealth Consulting Services
Connecticut
$974K -$96.9K -2,005 -8%

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.