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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
PK
1026
Pflug Koory
Nebraska
$974K
CFA
1027
CWS Financial Advisors
Michigan
$971K
SI
1028
Saxon Interests
Texas
$968K -$36K -745 -3%
HCA
1029
Heck Capital Advisors
Wisconsin
$967K -$48.8K -1,010 -4%
JIC
1030
Joel Isaacson & Co
New York
$966K +$450K +9,315 +73%
KCPG
1031
Kavar Capital Partners Group
Kansas
$965K
ACG
1032
Allen Capital Group
Nebraska
$964K -$28.3K -585 -3%
TMWM
1033
Taylor & Morgan Wealth Management
Michigan
$960K -$868K -17,945 -45%
MC
1034
Moors & Cabot
Massachusetts
$956K -$6.77K -140 -0.6%
AC
1035
Abbrea Capital
California
$956K +$4.83K +100 +0.5%
CHA
1036
Carmichael Hill & Associates
Maryland
$952K -$37.7K -780 -3%
SWPG
1037
Strategic Wealth Partners Group
Illinois
$952K +$967 +20 +0.1%
LNB
1038
Ledyard National Bank
$949K -$16.9K -350 -2%
WP
1039
WealthShield Partners
North Carolina
$946K +$8.94K +185 +0.9%
BA
1040
Bridge Advisory
California
$936K +$59.2K +1,225 +6%
SFP
1041
Shepherd Financial Partners
Massachusetts
$933K +$61.2K +1,265 +6%
AAM
1042
Autus Asset Management
Arizona
$933K +$108K +2,225 +12%
HC
1043
Hamilton Capital
Ohio
$931K -$387K -8,005 -27%
MWM
1044
Mission Wealth Management
California
$931K -$96.2K -1,990 -9%
JBA
1045
Johnson Bixby & Associates
Washington
$930K -$156K -3,230 -13%
1WM
1046
1900 Wealth Management
Texas
$930K +$29K +600 +3%
AGA
1047
Arkos Global Advisors
Texas
$930K +$555K +11,485 +118%
National Bank of Canada
1048
National Bank of Canada
Quebec, Canada
$927K +$33.1K +685 +3%
EGWAG
1049
Elwood & Goetz Wealth Advisory Group
Georgia
$926K -$29.5K -610 -3%
AAM
1050
Ameraudi Asset Management
New York
$923K -$360K -7,450 -26%

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.