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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
HFAS
1376
Hummer Financial Advisory Services
Illinois
$371K
MCM
1377
Maple Capital Management
Vermont
$370K -$12.1K -250 -3%
CIA
1378
Choate Investment Advisors
Massachusetts
$369K -$7.98K -165 -2%
PWS
1379
Peterson Wealth Services
Utah
$369K +$11.1K +230 +3%
ACP
1380
Aveo Capital Partners
Colorado
$368K -$6.29K -130 -2%
CP
1381
Capital Planning
Washington
$368K -$1.21K -25 -0.3%
SRC
1382
Sage Rhino Capital
California
$368K
1WA
1383
180 Wealth Advisors
Washington
$367K -$7.49K -155 -2%
SAM
1384
Summit Asset Management
Tennessee
$367K
BWM
1385
BCGM Wealth Management
Indiana
$367K +$725 +15 +0.2%
FFA
1386
Founders Financial Alliance
North Carolina
$366K -$4.83K -100 -1%
SIAP
1387
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$364K -$1.4M -28,980 -78%
EA
1388
Eudaimonia Advisors
Tennessee
$364K -$42.3K -875 -10%
PGIM
1389
Pacific Global Investment Management
California
$362K
HWM
1390
Horizons Wealth Management
North Carolina
$359K
WPP
1391
Whalerock Point Partners
Rhode Island
$358K
JPG
1392
Jordan Park Group
California
$357K
JHCP
1393
Jackson Hole Capital Partners
Oklahoma
$356K +$219K +4,540 +127%
FANJ
1394
Financial Architects (New Jersey)
New Jersey
$354K +$390K +8,065 New
WMA
1395
Wealth Management Associates
New Jersey
$353K
SC
1396
Sinecera Capital
Texas
$352K -$184K -3,800 -47%
First Manhattan
1397
First Manhattan
New York
$351K -$2.66K -55 -0.7%
MCA
1398
Martin Capital Advisors
Texas
$350K
HT
1399
Heritage Trust
Oklahoma
$349K -$69.9K -1,445 -15%
SCM
1400
Schnieders Capital Management
California
$349K

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.