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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
SW
1101
SlateStone Wealth
Florida
$785K -$33.6K -695 -4%
FNWM
1102
Financial Network Wealth Management
Utah
$784K -$110K -2,280 -11%
EWA
1103
EverSource Wealth Advisors
Alabama
$780K +$45.7K +945 +6%
SWM
1104
Selective Wealth Management
Virginia
$778K -$83.4K -1,725 -9%
SHJ
1105
Sharkey, Howes & Javer
Colorado
$776K +$7.25K +150 +0.9%
SDWMA
1106
Schneider Downs Wealth Management Advisors
Pennsylvania
$772K +$68.9K +1,425 +9%
RPGK
1107
Retirement Planning Group (Kansas)
Kansas
$771K
TCOO
1108
Trust Company of Oklahoma
Oklahoma
$770K -$54.4K -1,125 -6%
CAG
1109
Csenge Advisory Group
Florida
$763K -$856K -17,715 -50%
IAG
1110
Investment Advisory Group
Massachusetts
$763K +$14K +290 +2%
IAA
1111
Independent Advisor Alliance
North Carolina
$758K -$16.7K -345 -2%
EWM
1112
Empirical Wealth Management
Washington
$756K -$24.2K -500 -3%
GJIC
1113
Gamble Jones Investment Counsel
California
$755K -$35.1K -725 -4%
HCMT
1114
Highland Capital Management (Tennessee)
Tennessee
$750K -$54.4K -1,125 -6%
BS
1115
Boenning & Scattergood
Pennsylvania
$749K +$1.21K +25 +0.1%
FPGK
1116
Financial Partners Group (Kansas)
Kansas
$746K +$110K +2,265 +15%
JAFL
1117
Jay A. Fishman Ltd
Michigan
$745K -$3.38K -70 -0.4%
TA
1118
TFG Advisers
Michigan
$742K +$9.43K +195 +1%
GA
1119
Greenspring Advisors
Maryland
$740K
MFT
1120
Moisand Fitzgerald Tamayo
Florida
$738K +$725 +15 +0.1%
ICG
1121
InterOcean Capital Group
Tennessee
$738K +$38.7K +800 +5%
ES
1122
Eagle Strategies
New York
$735K -$357K -7,375 -31%
GFG
1123
Greystone Financial Group
Michigan
$733K -$97.2K -2,010 -11%
AP
1124
Appleton Partners
Massachusetts
$730K +$42.5K +880 +6%
CBFP
1125
Cedar Brook Financial Partners
Ohio
$724K -$34.8K -720 -4%

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.