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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
GP
1201
Geneva Partners
Wisconsin
$572K -$23.2K -480 -4%
LA
1202
Legacy Advisors
Pennsylvania
$572K
GG
1203
Greenwood Gearhart
Arkansas
$572K +$631K +13,045 New
BW
1204
Basepoint Wealth
Iowa
$571K +$242 +5 +0%
CWM
1205
Calamos Wealth Management
Illinois
$569K -$122K -2,520 -16%
ACM
1206
AlphaStar Capital Management
North Carolina
$567K -$209K -4,325 -25%
WDG
1207
Wealth Dimensions Group
Ohio
$563K +$13.8K +285 +2%
SAG
1208
Spotlight Asset Group
Illinois
$561K +$588K +12,170 New
CGPCS
1209
Capital Group Private Client Services
California
$559K
FDCDDQ
1210
Federation des caisses Desjardins du Quebec
Quebec, Canada
$558K +$253K +5,235 +70%
BWM
1211
Baystate Wealth Management
Massachusetts
$556K -$231K -4,785 -27%
Victory Capital Management
1212
Victory Capital Management
Texas
$554K -$909K -18,795 -60%
DWM
1213
Doyle Wealth Management
Florida
$554K -$13.5K -280 -2%
FSA
1214
Fort Sheridan Advisors
Illinois
$551K -$4.83K -100 -0.8%
BWP
1215
Baldwin Wealth Partners
Massachusetts
$551K +$4.83K +100 +0.8%
SWM
1216
SeaCrest Wealth Management
New York
$550K -$2.18K -45 -0.4%
ST
1217
Somerset Trust
Pennsylvania
$550K
APW
1218
Austin Private Wealth
Texas
$547K -$13.5K -280 -2%
GPC
1219
Garrison Point Capital
California
$546K
JWWM
1220
Johnson & White Wealth Management
Pennsylvania
$545K +$600K +12,420 New
ZIG
1221
Zullo Investment Group
Pennsylvania
$543K -$31.4K -650 -5%
SHA
1222
Seneca House Advisors
Virginia
$541K +$12.1K +250 +2%
ERWM
1223
Elk River Wealth Management
Colorado
$539K -$50.5K -1,045 -8%
TIM
1224
Tortoise Investment Management
New York
$539K -$4.11K -85 -0.7%
BC
1225
Bowman & Company
Wisconsin
$537K -$70.1K -1,450 -11%

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.