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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
MBTD
1076
Mechanics Bank - Trust Department
California
$831K +$33.8K +700 +4%
LA
1077
Latitude Advisors
Florida
$829K -$110K -2,280 -11%
HIC
1078
Hartline Investment Corp
Illinois
$829K +$914K +18,910 New
WCAMG
1079
Woodard & Company Asset Management Group
North Carolina
$826K -$63.1K -1,305 -6%
T
1080
TNF
Montana
$824K
WWM
1081
Wolff Wiese Magana
California
$822K -$8.94K -185 -1%
CL
1082
Choreo LLC
Illinois
$822K +$2.42K +50 +0.3%
SW
1083
StrongBox Wealth
Missouri
$819K -$5.8K -120 -0.6%
JWBC
1084
John W. Brooker & Co
California
$819K
MAM
1085
MMA Asset Management
Pennsylvania
$819K +$22.2K +460 +3%
WH
1086
Willner & Heller
California
$818K +$3.63K +75 +0.4%
PMFA
1087
Plante Moran Financial Advisors
Michigan
$811K -$20.1K -415 -2%
GWM
1088
GSB Wealth Management
Connecticut
$805K +$85.1K +1,760 +11%
BWA
1089
Beam Wealth Advisors
Louisiana
$804K -$241K -4,995 -21%
Kovitz Investment Group Partners
1090
Kovitz Investment Group Partners
Illinois
$804K -$73.2K -1,515 -8%
DWM
1091
Dakota Wealth Management
Florida
$804K +$104K +2,145 +13%
TNB
1092
Thomasville National Bank
Georgia
$803K -$62.9K -1,300 -7%
OAM
1093
Occidental Asset Management
California
$802K +$56.3K +1,165 +7%
CIAS
1094
CFS Investment Advisory Services
New Jersey
$799K +$860M +17,794,455 +23,653%
Betterment LLC
1095
Betterment LLC
New York
$798K
CAWM
1096
Capital Advisors Wealth Management
Washington
$795K -$134K -2,765 -13%
CFO
1097
Collective Family Office
Pennsylvania
$791K +$2.66K +55 +0.3%
AIM
1098
Anchor Investment Management
South Carolina
$791K -$167K -3,460 -16%
HNW
1099
High Note Wealth
Minnesota
$790K +$801K +16,570 New
LC
1100
Lincoln Capital
Nebraska
$786K +$7.01K +145 +0.8%

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.