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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
AWAG
1426
ARS Wealth Advisors Group
Florida
$321K
AssetMark Inc
1427
AssetMark Inc
California
$319K -$54.1K -1,120 -13%
FBC
1428
Fairfield, Bush & Co
Connecticut
$318K
ZCM
1429
Ziegler Capital Management
Illinois
$317K +$131K +2,700 +60%
JFG
1430
JMG Financial Group
Illinois
$315K -$112K -2,325 -24%
HGERS
1431
Householder Group Estate & Retirement Specialist
Arizona
$315K +$62.9K +1,300 +22%
VFPI
1432
Vantage Financial Partners (Illinois)
Illinois
$314K +$725 +15 +0.2%
CFO
1433
Custos Family Office
Texas
$313K +$121K +2,510 +54%
RRCM
1434
Rappaport Reiches Capital Management
Illinois
$312K
AFAS
1435
Acorn Financial Advisory Services
Virginia
$312K +$242 +5 +0.1%
CCT
1436
Capital City Trust
Florida
$311K
SBIA
1437
Sheaff Brock Investment Advisors
Indiana
$310K
AIP
1438
ARS Investment Partners
New York
$307K
GCA
1439
Greenwood Capital Associates
South Carolina
$305K -$725 -15 -0.2%
NEWAS
1440
N.E.W. Advisory Services
Wisconsin
$304K -$2.66K -55 -0.8%
FWP
1441
Falcon Wealth Planning
California
$303K -$1.45K -30 -0.4%
PCA
1442
Pallas Capital Advisors
Massachusetts
$303K -$1.45K -30 -0.5%
CA
1443
CapWealth Advisors
Tennessee
$303K
HIIFS
1444
Harel Insurance Investments & Financial Services
Israel
$303K
HWMA
1445
Heritage Wealth Management (Arizona)
Arizona
$303K +$19.3K +400 +6%
PIA
1446
Pinion Investment Advisors
Kansas
$300K
GI
1447
Gradient Investments
Minnesota
$300K +$153K +3,170 +86%
TAM
1448
Tucker Asset Management
Colorado
$298K +$291K +6,025 +4,820%
LMKC
1449
L.M. Kohn & Company
Ohio
$298K -$13.5K -280 -4%
VCAM
1450
Van Cleef Asset Management
Ohio
$298K

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.