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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
CWC
1276
Carolinas Wealth Consulting
North Carolina
$467K +$1.21K +25 +0.2%
PS
1277
Planned Solutions
California
$466K
IA
1278
Insight Advisors
Pennsylvania
$465K -$2.42K -50 -0.5%
CPA
1279
Cardiff Park Advisors
California
$465K +$483 +10 +0.1%
M
1280
MOTCO
Texas
$463K +$106K +2,195 +26%
MCM
1281
McRae Capital Management
New Jersey
$462K +$2.42K +50 +0.5%
TB
1282
Terril Brothers
Missouri
$461K +$11.8K +245 +2%
SNB
1283
Security National Bank
Nebraska
$459K +$8.46K +175 +2%
NCM
1284
Narwhal Capital Management
Georgia
$458K
FF
1285
Financial Futures
New Jersey
$456K -$54.6K -1,130 -10%
CANC
1286
Culbertson A N & Co
Virginia
$456K -$41.1K -850 -8%
SC
1287
SouthState Corp
Florida
$456K +$24.2K +500 +5%
CPC
1288
Consolidated Planning Corp
Georgia
$454K -$198K -4,105 -28%
PPW
1289
Parcion Private Wealth
Washington
$454K -$83.2K -1,720 -14%
SCA
1290
Sandy Cove Advisors
Massachusetts
$454K +$269K +5,560 +116%
BG
1291
Benedetti & Gucer
Georgia
$452K
MWM
1292
Maltin Wealth Management
New Jersey
$452K +$2.66K +55 +0.5%
LC
1293
LTG Capital
Massachusetts
$450K -$8.56M -177,160 -95%
GEA
1294
Glen Eagle Advisors
New Jersey
$449K -$2.66K -55 -0.5%
KWS
1295
Keystone Wealth Services
California
$448K -$3.14K -65 -0.6%
SSWM
1296
Smith Salley Wealth Management
North Carolina
$447K +$493K +10,205 New
BIAS
1297
Beacon Investment Advisory Services
New Jersey
$446K +$36.7K +760 +8%
EL
1298
EQ LLC
Washington
$445K -$8.46K -175 -2%
KFI
1299
Key Financial Inc
Pennsylvania
$445K +$28.8K +595 +6%
MAM
1300
Marquette Asset Management
Minnesota
$444K -$35.1K -725 -7%

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.