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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
CL
1151
CPWM LLC
Washington
$667K -$165K -3,420 -18%
CT
1152
Caldwell Trust
Florida
$666K -$9.67K -200 -1%
OCM
1153
One Capital Management
California
$666K -$30.5K -630 -4%
RFN
1154
RDA Financial Network
Iowa
$664K +$24.4K +505 +3%
JWCA
1155
J.W. Coons Advisors
Ohio
$663K +$13.3K +275 +2%
TPW
1156
TL Private Wealth
Texas
$663K +$57.3K +1,185 +9%
FA
1157
Fiducient Advisors
Illinois
$662K -$1.32M -27,330 -64%
KF
1158
Krilogy Financial
Missouri
$660K
SAM
1159
Seelaus Asset Management
New Jersey
$658K +$70.6K +1,460 +11%
SHFA
1160
SC&H Financial Advisors
Maryland
$656K -$56.1K -1,160 -7%
DSA
1161
Droms Strauss Advisors
Missouri
$653K -$107K -2,205 -13%
TW
1162
Towerpoint Wealth
California
$653K -$106K -2,200 -13%
WCG
1163
Weaver Consulting Group
California
$653K
HA
1164
HFG Advisors
Ohio
$653K +$53.2K +1,100 +8%
FA
1165
FDx Advisors
Illinois
$651K -$7.74K -160 -1%
BWAM
1166
Boyd Watterson Asset Management
Ohio
$650K
PSF
1167
Pacific Sun Financial
California
$650K +$9.67K +200 +1%
HCM
1168
Howland Capital Management
Massachusetts
$648K
CMP
1169
Courage Miller Partners
Virginia
$647K +$1.21K +25 +0.2%
ICP
1170
Interchange Capital Partners
Pennsylvania
$643K +$242 +5 +0%
PFGIA
1171
Patriot Financial Group Insurance Agency
Massachusetts
$639K -$1.35M -28,020 -66%
MLL
1172
Moody Lynn & Lieberson
Massachusetts
$639K
ACA
1173
Aptus Capital Advisors
Alabama
$636K -$19.6K -405 -3%
MA
1174
MONECO Advisors
Connecticut
$629K -$8.7K -180 -1%
GMA
1175
Goldstein Munger & Associates
California
$628K

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.