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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
FFN
1176
Focus Financial Network
Minnesota
$626K +$47.4K +980 +7%
YWS
1177
Yarger Wealth Strategies
Ohio
$625K -$12.3K -255 -2%
GPA
1178
Garrison Point Advisors
California
$624K -$1.21K -25 -0.2%
PIP
1179
Peachtree Investment Partners
Florida
$621K -$42.5K -880 -6%
DBT
1180
Dubuque Bank & Trust
Iowa
$620K -$176K -3,650 -21%
IPW
1181
Intergy Private Wealth
Colorado
$616K -$8.7K -180 -1%
BI
1182
Ballast Inc
Kentucky
$616K
WSWA
1183
Warren Street Wealth Advisors
California
$613K
FPCG
1184
Fort Pitt Capital Group
Pennsylvania
$607K +$171K +3,540 +34%
AWA
1185
Aaron Wealth Advisors
Illinois
$606K +$668K +13,820 New
HFA
1186
High Falls Advisors
New York
$605K +$2.66K +55 +0.4%
GP
1187
Girard Partners
Pennsylvania
$602K -$24.7K -510 -4%
SWM
1188
Shelton Wealth Management
Texas
$599K
NLP
1189
Next Level Private
New York
$597K +$618K +12,775 New
EIA
1190
Edgemoor Investment Advisors
Maryland
$590K
RSS
1191
Rosenblum Silverman Sutton
California
$584K -$40.9K -845 -6%
AF
1192
Alerus Financial
North Dakota
$583K
FI
1193
Financial Insights
Washington
$580K +$194K +4,005 +43%
HT
1194
HighTower Trust
Texas
$580K +$639K +13,220 New
SC
1195
Sepio Capital
Utah
$579K
ATC
1196
Adirondack Trust Company
New York
$579K +$2.9K +60 +0.5%
CPSC
1197
Carl P. Sherr & Co
Massachusetts
$575K -$31.7K -655 -5%
FPWM
1198
FSB Premier Wealth Management
Iowa
$575K -$21.3K -440 -3%
NFC
1199
Northeast Financial Consultants
Connecticut
$575K +$242 +5 +0%
WCWM
1200
Willow Creek Wealth Management
California
$573K +$725 +15 +0.1%

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.