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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
GAG
1251
GM Advisory Group
New York
$502K -$143K -2,965 -21%
IRAG
1252
Investment Research & Advisory Group
Georgia
$499K
HWA
1253
HHM Wealth Advisors
Tennessee
$498K
OAM
1254
Oak Asset Management
California
$497K -$165K -3,410 -23%
MWM
1255
Merriman Wealth Management
Washington
$497K -$4.35K -90 -0.8%
NCM
1256
NCM Capital Management
New Jersey
$496K -$36.3K -750 -6%
CCA
1257
Conservest Capital Advisors
Pennsylvania
$495K -$562K -11,625 Closed
GIA
1258
Guyasuta Investment Advisors
Pennsylvania
$492K
PWA
1259
Peterson Wealth Advisors
Utah
$492K
HWM
1260
Hemington Wealth Management
Virginia
$490K -$124K -2,570 -19%
CCP
1261
Clarkston Capital Partners
Michigan
$488K
WPC
1262
Waters Parkerson & Co
Louisiana
$487K -$1.69K -35 -0.3%
OCG
1263
Opus Capital Group
Ohio
$485K -$5.08K -105 -0.9%
PAM
1264
Peak Asset Management
Colorado
$485K +$32.6K +675 +6%
HWM
1265
Howard Wealth Management
Connecticut
$485K +$135K +2,800 +34%
PP
1266
Patten & Patten
Tennessee
$484K
AMM
1267
American Money Management
California
$484K +$1.69K +35 +0.3%
EHC
1268
Everett Harris & Co
California
$483K +$2.42K +50 +0.5%
TCA
1269
Transcend Capital Advisors
New Jersey
$481K +$43K +890 +9%
LPIC
1270
LeJeune Puetz Investment Counsel
Michigan
$478K
TIAM2
1271
Tru Independence Asset Management 2
Oregon
$478K +$175K +3,625 +50%
PWP
1272
Perfromance Wealth Partners
Illinois
$474K +$11.6K +240 +2%
CWM
1273
Collaborative Wealth Management
Florida
$473K -$114K -2,350 -18%
HWM
1274
Hohimer Wealth Management
Washington
$470K -$967 -20 -0.2%
DTC
1275
Davidson Trust Company
Washington
$469K +$74.5K +1,540 +17%

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.