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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
VCP
1451
Verus Capital Partners
Arizona
$298K +$329K +6,810 New
FA
1452
Faithward Advisors
Pennsylvania
$297K +$2.9K +60 +0.9%
SIA
1453
Schechter Investment Advisors
Michigan
$296K -$634K -13,110 -66%
FGG
1454
Financial Guidance Group
Florida
$296K -$58K -1,200 -15%
CAMG
1455
CWA Asset Management Group
Florida
$296K -$30.9K -640 -9%
GWM
1456
Greenhouse Wealth Management
Connecticut
$296K
OIA
1457
Optimum Investment Advisors
Illinois
$296K
WAL
1458
W Advisors LLC
Tennessee
$294K -$36.3K -750 -10%
BWP
1459
Bernardo Wealth Planning
Pennsylvania
$294K
LWP
1460
Legacy Wealth Planning
Nevada
$293K -$26.3K -545 -8%
TW
1461
TrinityPoint Wealth
Connecticut
$293K
TFGT
1462
TS Financial Group (TSFG)
Illinois
$293K +$36.7K +760 +13%
MTC
1463
McDaniel Terry & Co
Texas
$291K
ERIM
1464
Eagle Ridge Investment Management
Connecticut
$291K +$33.4K +690 +12%
NAS
1465
Nicolet Advisory Services
Wisconsin
$289K +$310K +6,405 New
TL
1466
Tradewinds LLC
North Carolina
$288K -$4.11K -85 -1%
AWM
1467
Avaii Wealth Management
Wisconsin
$288K +$14K +290 +5%
AUB
1468
Atlantic Union Bankshares
Virginia
$287K -$17.9K -370 -5%
SWM
1469
Sugarloaf Wealth Management
Georgia
$287K +$483 +10 +0.2%
NCM
1470
Northwest Capital Management
Oregon
$286K
STC
1471
Sarah T. Connolly
$284K
SVCP
1472
Silicon Valley Capital Partners
California
$284K +$1.93K +40 +0.6%
GWM
1473
Gray Wealth Management
Maine
$284K +$18.9K +390 +6%
RJTCONH
1474
Raymond James Trust Company of New Hampshire
New Hampshire
$283K -$1.45K -30 -0.5%
MCM
1475
Mattern Capital Management
Colorado
$283K +$242 +5 +0.1%

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.