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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
TSWM
1351
Tyler-Stone Wealth Management
Ohio
$393K +$24.7K +510 +6%
FB
1352
First Bancorp
Maine
$389K
UCB
1353
United Community Bank
South Carolina
$389K
IAS
1354
IMA Advisory Services
Colorado
$387K -$2.42K -50 -0.6%
RFWA
1355
RPg Family Wealth Advisory
Massachusetts
$387K
SOS
1356
Silver Oak Securities
Tennessee
$386K -$1.85M -38,300 -83%
AWM
1357
Abound Wealth Management
Tennessee
$385K +$89.4K +1,850 +27%
PI
1358
Pachira Investments
California
$384K -$11.6M -239,010 -96%
CA
1359
Calton & Associates
Florida
$384K -$8.7K -180 -2%
FA
1360
Fountainhead AM
New Jersey
$384K -$3.63K -75 -0.8%
SLG
1361
Stanley-Laman Group
Pennsylvania
$383K -$483 -10 -0.1%
SFP
1362
Strategic Financial Partners
Oregon
$383K
DI
1363
DAGCO Inc
Ohio
$382K -$1.21K -25 -0.3%
FWI
1364
Facet Wealth Inc
Maryland
$381K -$27.8K -575 -7%
CAM
1365
Carret Asset Management
New York
$381K -$2.42K -50 -0.6%
LWCFA
1366
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$378K -$97.4K -2,015 -19%
CSWM
1367
Cassady Schiller Wealth Management
Ohio
$378K
TPW
1368
Transatlantique Private Wealth
New York
$378K
MAC
1369
Mason & Associates (California)
California
$378K +$24.4K +505 +6%
RW
1370
RVW Wealth
California
$377K
WCP
1371
Wick Capital Partners
Pennsylvania
$377K +$725 +15 +0.2%
AIP
1372
Ahrens Investment Partners
Louisiana
$376K +$2.66K +55 +0.6%
TT
1373
TI-Trust
Illinois
$375K
LCM
1374
LVM Capital Management
Michigan
$373K -$6.04K -125 -1%
GSAM
1375
Grant Street Asset Management
Pennsylvania
$372K +$69.4K +1,435 +20%

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.