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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
CCFCSB
101
Cape Cod Five Cents Savings Bank
Massachusetts
$51.7M +$817K +16,900 +1%
MAM
102
Madison Asset Management
Wisconsin
$50.5M +$2.48M +51,250 +5%
VA
103
Valmark Advisers
Ohio
$48M -$637K -13,175 -1%
TFO
104
Tarbox Family Office
California
$47.3M -$354K -7,315 -0.7%
FHA
105
First Horizon Advisors
Tennessee
$47.2M +$410K +8,475 +0.8%
FIB
106
First Interstate Bank
Montana
$47M +$1.33M +27,445 +3%
FMII
107
Farmers & Merchants Investments Inc
Nebraska
$46.1M +$1.72M +35,655 +4%
COPPSERS
108
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$46M -$263K -5,430 -0.5%
Bank of Nova Scotia
109
Bank of Nova Scotia
Ontario, Canada
$45.8M
AWA
110
Alaska Wealth Advisors
Alaska
$45.7M -$535K -11,075 -1%
VFA
111
Voya Financial Advisors
Connecticut
$45.7M +$1.02M +21,015 +2%
TAIM
112
TD Ameritrade Investment Management
Nebraska
$45.7M -$1.99M -41,195 -4%
WI
113
Wintrust Investments
Illinois
$45.6M +$2.79M +57,695 +6%
SAF
114
Smith Anglin Financial
Texas
$45.6M +$13.3M +275,205 +36%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$44.6M +$1.06M +22,015 +2%
KA
116
Klingman & Associates
New York
$44.5M -$72.5K -1,500 -0.1%
DWM
117
Destination Wealth Management
California
$44.5M +$245K +5,060 +0.5%
CAM
118
Chandler Asset Management
California
$44.4M +$2.8M +57,915 +6%
JSW
119
Journey Strategic Wealth
New Jersey
$43.5M
FMWA
120
Forvis Mazars Wealth Advisors
Missouri
$43.5M -$30M -619,675 -38%
MA
121
MCF Advisors
Kentucky
$42M -$637K -13,170 -1%
CAL
122
Capital Analysts LLC
Pennsylvania
$41M +$277K +5,730 +0.6%
BP
123
Ballentine Partners
Massachusetts
$40.4M -$96.7K -2,000 -0.2%
BSB
124
Bangor Savings Bank
Maine
$40.1M +$761K +15,740 +2%
SWP
125
Stratos Wealth Partners
Ohio
$39.7M +$231K +4,780 +0.5%

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.