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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
JFA
126
JNBA Financial Advisors
Minnesota
$39.3M +$433K +8,955 +1%
PAG
127
Private Advisor Group
New Jersey
$38.9M -$4.55M -94,165 -10%
AF
128
Arrow Financial
New York
$38.7M -$345K -7,135 -0.8%
GIM
129
Goelzer Investment Management
Indiana
$38.3M +$1.7M +35,115 +4%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$38.1M +$11.6M +239,320 +38%
CAN
131
Cetera Advisor Networks
California
$38M +$1.3M +26,835 +3%
Charles Schwab
132
Charles Schwab
California
$38M +$841K +17,400 +2%
HSBC Holdings
133
HSBC Holdings
United Kingdom
$38M -$801K -16,570 -2%
SIA
134
Soltis Investment Advisors
Utah
$37.5M -$29.2K -605 -0.1%
CW
135
Connectus Wealth
Ohio
$36.8M -$3.38M -69,860 -8%
CPIG
136
Chicago Partners Investment Group
Illinois
$36.1M +$1.62M +33,495 +5%
SPIA
137
Steward Partners Investment Advisory
New York
$35.9M +$2.89M +59,880 +8%
FSC
138
Full Sail Capital
Oklahoma
$35.2M +$6.13M +126,710 +19%
FCAS
139
First Command Advisory Services
Texas
$35.2M +$261K +5,400 +0.7%
RWM
140
RKL Wealth Management
Pennsylvania
$34.9M +$2M +41,275 +5%
HW
141
Hancock Whitney
Mississippi
$34.9M -$2.1M -43,420 -5%
OIA
142
OneDigital Investment Advisors
Kansas
$34.7M +$30.8M +637,930 +417%
SFG
143
Sage Financial Group
Pennsylvania
$34.3M +$436K +9,015 +1%
CFG
144
CKW Financial Group
Hawaii
$34.1M -$297K -6,140 -0.8%
HFS
145
HBC Financial Services
Washington
$34M -$71.3K -1,475 -0.2%
CAI
146
Capital Advisors Inc
Oklahoma
$33.9M +$10.7M +220,290 +41%
BOS
147
Bank of Stockton
California
$33.9M -$85.1K -1,760 -0.2%
FBFS
148
First Business Financial Services
Wisconsin
$33.2M +$6.53K +135 +0%
RC
149
RegentAtlantic Capital
New Jersey
$33M -$24.7K -510 -0.1%
WPA
150
West Paces Advisors
Georgia
$32.9M +$2.09M +43,165 +6%

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.