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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
FC
1226
Financial Consulate
Maryland
$535K -$54.1K -1,120 -8%
TCB
1227
Texas Capital Bancshares
Texas
$534K -$43.3K -895 -7%
PL
1228
Plancorp LLC
Missouri
$534K +$25.4K +525 +5%
MWM
1229
Maripau Wealth Management
Indiana
$528K +$13.5K +280 +3%
LA
1230
LexAurum Advisors
Kansas
$527K -$50.5K -1,045 -8%
HFS
1231
Howard Financial Services
Texas
$527K +$6.29K +130 +1%
IC
1232
Innealta Capital
Texas
$527K +$26.8K +555 +5%
BFA
1233
Bragg Financial Advisors
North Carolina
$526K
LDB
1234
Lee, Danner & Bass
Tennessee
$523K
LSPW
1235
Lake Street Private Wealth
Illinois
$521K
BOPW
1236
Brandywine Oak Private Wealth
Pennsylvania
$521K +$19.3K +400 +3%
SWM
1237
SFG Wealth Management
Maryland
$519K -$10.4K -215 -2%
ClearBridge Investments
1238
ClearBridge Investments
New York
$519K
NFG
1239
Nadler Financial Group
Illinois
$519K
ECM
1240
EagleClaw Capital Management
Massachusetts
$517K -$3.38K -70 -0.6%
OPWM
1241
Oxinas Partners Wealth Management
Indiana
$517K +$8.22K +170 +1%
AFO
1242
Allie Family Office
Florida
$516K -$651K -13,465 -53%
BCA
1243
Bay Colony Advisors
Massachusetts
$515K -$23.7K -490 -4%
SS
1244
Sunbelt Securities
Texas
$515K +$142K +2,940 +33%
PIA
1245
Perennial Investment Advisors
California
$512K +$286K +5,915 +103%
SC
1246
Stephens Consulting
Michigan
$511K +$212K +4,375 +60%
SCA
1247
Sage Capital Advisors
South Dakota
$511K -$30.7K -635 -5%
MSFS
1248
Main Street Financial Solutions
Pennsylvania
$506K -$11.4K -235 -2%
OPWM
1249
Oakwell Private Wealth Management
Texas
$506K
RI
1250
Ridgewood Investments
New Jersey
$503K

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.