We are live on ! Find out more
IJH icon

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
TSS
1326
Two Sigma Securities
New York
$414K +$173K +3,585 +61%
DP
1327
Dearborn Partners
Illinois
$413K
MCM
1328
Mitchell Capital Management
Kansas
$413K +$2.66K +55 +0.6%
F
1329
F3Logic
Minnesota
$409K -$11.4K -235 -2%
RFA
1330
Resurgent Financial Advisors
Georgia
$409K +$6.29K +130 +1%
GWM
1331
Greenwich Wealth Management
Connecticut
$409K +$62.6K +1,295 +16%
BAS
1332
Brown Advisory Securities
Maryland
$408K -$925K -19,125 -67%
FCFC
1333
First Commonwealth Financial Corp
Pennsylvania
$408K -$4.83K -100 -1%
AA
1334
Ashford Advisors
New York
$408K
S
1335
SignatureFD
Georgia
$407K +$8.7K +180 +2%
CWA
1336
Consilium Wealth Advisory
Texas
$406K
CCMG
1337
Clark Capital Management Group
Pennsylvania
$405K -$240K -4,970 -35%
SB
1338
Sunflower Bank
Texas
$404K -$48.3K -1,000 -10%
CSB
1339
City State Bank
Iowa
$404K
NPP
1340
New Potomac Partners
Maryland
$403K +$7.01K +145 +2%
SEP
1341
Southland Equity Partners
Missouri
$402K +$5.8K +120 +1%
TTWM
1342
TCV Trust & Wealth Management
Virginia
$398K -$12.8K -265 -3%
RPCA
1343
Running Point Capital Advisors
California
$398K +$439K +9,085 New
AWA
1344
Arkadios Wealth Advisors
Georgia
$397K +$150K +3,100 +52%
MIC
1345
Meridian Investment Counsel
California
$396K +$30K +620 +7%
EDRH
1346
Edmond de Rothschild Holding
Switzerland
$395K
RWM
1347
Ritholtz Wealth Management
New York
$394K -$10.9K -225 -2%
PP
1348
Prosperity Planning
Missouri
$393K +$967 +20 +0.2%
BC
1349
Burney Company
Virginia
$393K +$5.08K +105 +1%
AFC
1350
Adaptive Financial Consulting
Ohio
$393K +$5.32K +110 +1%

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.