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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
FNB
1401
Farmers National Bank
Kentucky
$348K -$967 -20 -0.3%
SRC
1402
Shufro Rose & Co
New York
$346K -$7.25K -150 -2%
WFA
1403
Wells Financial Advisors
Massachusetts
$346K
NRI
1404
NFP Retirement Inc
California
$345K
GSIS
1405
Global Strategic Investment Solutions
Arizona
$345K
PCG
1406
Prosperity Consulting Group
Maryland
$345K +$10.6K +220 +3%
4WM
1407
4J Wealth Management
Virginia
$343K +$82.7K +1,710 +28%
ASBI
1408
American State Bank (Iowa)
Iowa
$343K +$24.2K +500 +7%
DP
1409
DDD Partners
Washington
$341K
LAIC
1410
Lederer & Associates Investment Counsel
California
$340K
ICM
1411
IMS Capital Management
Oregon
$339K
KAH
1412
Kathryn A. Hall
$338K
D
1413
Dentgroup
Louisiana
$334K +$483 +10 +0.1%
SPI
1414
Sutton Place Investors
New York
$333K
MIAS
1415
Mason Investment Advisory Services
Virginia
$332K
HCM
1416
Hollencrest Capital Management
California
$332K
FPB
1417
First PREMIER Bank
South Dakota
$331K
SAM
1418
Selway Asset Management
$329K
IWA
1419
Intercontinental Wealth Advisors
Texas
$328K +$1.93K +40 +0.5%
WIP
1420
WealthCare Investment Partners
Rhode Island
$327K -$52K -1,075 -13%
CAM
1421
Concorde Asset Management
Michigan
$325K -$33.8K -700 -9%
OBWG
1422
Onyx Bridge Wealth Group
New York
$323K -$19.3K -400 -5%
BFA
1423
Bill Few Associates
Pennsylvania
$322K -$40.9K -845 -10%
PCM
1424
Palisade Capital Management
New Jersey
$322K +$39.6K +820 +13%
VWM
1425
Venturi Wealth Management
Texas
$321K -$12.3K -255 -3%

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.