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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
JLBC
1301
J.L. Bainbridge & Co
Florida
$444K
NG
1302
NWK Group
California
$444K +$5.08K +105 +1%
GWANC
1303
Guardian Wealth Advisors (North Carolina)
North Carolina
$443K -$48.8K -1,010 -9%
DCM
1304
Dimension Capital Management
Florida
$441K
RBC
1305
Romano Brothers & Co
Illinois
$440K +$486K +10,045 New
CWP
1306
CFM Wealth Partners
Texas
$439K +$484K +10,020 New
FF
1307
FourThought Financial
Florida
$438K -$2.9K -60 -0.6%
AWM
1308
Aprio Wealth Management
Georgia
$437K +$482K +9,975 New
AT
1309
American Trust
Kentucky
$436K -$176K -3,650 -27%
BTI
1310
Blue Trust Inc
Georgia
$433K +$133K +2,755 +40%
AFG
1311
Albion Financial Group
Utah
$430K -$38K -785 -7%
DDC
1312
DF Dent & Co
Maryland
$428K +$471K +9,750 New
BST
1313
Bath Savings Trust
Maine
$427K +$72.5K +1,500 +18%
SAM
1314
SP Asset Management
California
$426K +$1.45K +30 +0.3%
TFP
1315
Tilia Fiduciary Partners
North Carolina
$424K -$4.83K -100 -1%
AIM
1316
Athena Investment Management
California
$423K +$2.42K +50 +0.5%
CT
1317
Columbia Trust
Oregon
$423K +$36.3K +750 +8%
BWM
1318
BCS Wealth Management
Tennessee
$422K +$114K +2,350 +32%
AWA
1319
Alta Wealth Advisors
Massachusetts
$420K -$29K -600 -6%
HMH
1320
Hackensack Meridian Health
New Jersey
$420K
NHC
1321
Nicholas Hoffman & Company
Georgia
$419K
PCS
1322
Personal CFO Solutions
New Jersey
$417K -$53.9K -1,115 -10%
ZCA
1323
Zeke Capital Advisors
Pennsylvania
$417K
SFO
1324
Stokes Family Office
Louisiana
$417K +$114K +2,350 +33%
CWM
1325
Concentric Wealth Management
California
$414K

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.