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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
CCA
1126
Cobblestone Capital Advisors
New York
$722K
CRI
1127
Colonial River Investments
Virginia
$720K -$77.8K -1,610 -9%
RIA
1128
Realta Investment Advisors
Delaware
$718K +$3.87K +80 +0.5%
DACG
1129
Donor Advised Charitable Giving
California
$716K -$18.6K -385 -2%
HBWM
1130
Hollow Brook Wealth Management
New York
$716K
WJWM
1131
Williams Jones Wealth Management
New York
$712K -$53.4K -1,105 -6%
PCM
1132
Pointe Capital Management
Michigan
$712K -$4.11K -85 -0.5%
TIA
1133
Traphagen Investment Advisors
New Jersey
$707K -$12.1K -250 -2%
KSWA
1134
Kathleen S. Wright Associates
Pennsylvania
$707K +$5.8K +120 +0.7%
EAM
1135
Evanson Asset Management
California
$705K
MMA
1136
Miracle Mile Advisors
California
$703K +$312K +6,455 +67%
KBC Group
1137
KBC Group
Belgium
$702K +$266K +5,500 +52%
SG Americas Securities
1138
SG Americas Securities
New York
$700K -$435K -8,990 -36%
GWM
1139
GDS Wealth Management
Texas
$699K +$16.7K +345 +2%
WAM
1140
Weatherly Asset Management
California
$697K -$102K -2,110 -12%
GAM
1141
Gemmer Asset Management
California
$697K +$45K +930 +6%
SIA
1142
SeaBridge Investment Advisors
New Jersey
$695K
TWM
1143
Thrive Wealth Management
Pennsylvania
$695K +$50.8K +1,050 +7%
VAS
1144
Vestmark Advisory Solutions
Massachusetts
$691K -$31.2K -645 -4%
NSIM
1145
North Star Investment Management
Illinois
$687K +$6.29K +130 +0.8%
OFG
1146
Oxford Financial Group
Indiana
$681K -$223K -4,605 -23%
MPW
1147
Melone Private Wealth
Michigan
$680K +$7.25K +150 +1%
HWA
1148
Hilltop Wealth Advisors
North Carolina
$676K
RB
1149
Renasant Bank
Mississippi
$672K -$474K -9,795 -39%
SB
1150
Strategic Blueprint
Georgia
$671K +$247K +5,100 +50%

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.