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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
IIM
1051
Ipswich Investment Management
Massachusetts
$920K -$4.83K -100 -0.5%
WMP
1052
Wealth Management Partners
Arizona
$919K -$242K -5,000 -20%
BMWM
1053
Brown Miller Wealth Management
Virginia
$916K -$242 -5 -0%
EBSAM
1054
Eubel Brady & Suttman Asset Management
Ohio
$912K +$6.04K +125 +0.6%
SEEDPG
1055
S.E.E.D. Planning Group
New York
$908K -$19.3K -400 -2%
EIA
1056
Eldridge Investment Advisors
New Hampshire
$907K +$242 +5 +0%
LFA
1057
Legacy Financial Advisors
Kentucky
$899K +$154K +3,180 +18%
CWS
1058
Confluence Wealth Services
Pennsylvania
$894K -$5.8K -120 -0.6%
TCM
1059
Tufton Capital Management
Maryland
$893K +$55.1K +1,140 +6%
COCM
1060
Charter Oak Capital Management
New Hampshire
$888K -$87.3K -1,805 -8%
Invesco
1061
Invesco
Georgia
$881K -$158K -3,275 -14%
TFA
1062
Tranquilli Financial Advisor
New Jersey
$876K +$279K +5,770 +41%
AWM
1063
Accurate Wealth Management
Florida
$869K +$552K +11,420 +149%
MJRIC
1064
Mogy Joel R Investment Counsel
California
$863K
CG
1065
Caprock Group
Idaho
$862K -$12.6K -260 -1%
BWM
1066
Birchcreek Wealth Management
Ohio
$859K +$63.8K +1,320 +7%
TNBTD
1067
Trustmark National Bank Trust Department
Mississippi
$858K -$55.6K -1,150 -6%
ACK
1068
Andrew C. Karlinski
$857K -$80.5K -1,665 -8%
GDP
1069
Great Diamond Partners
Maine
$843K -$3.63K -75 -0.4%
LWANC
1070
Laurel Wealth Advisors (North Carolina)
North Carolina
$839K +$93.5K +1,935 +11%
MA
1071
Maxele Advisors
Missouri
$836K -$25.9K -535 -3%
BCM
1072
Brookmont Capital Management
Texas
$834K -$4.83K -100 -0.5%
DIA
1073
Dana Investment Advisors
Wisconsin
$833K +$104K +2,145 +13%
SFA
1074
Source Financial Advisors
New York
$832K +$309K +6,385 +51%
TCOT
1075
Trust Company of Toledo
Ohio
$831K

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.