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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
PD
1476
Planning Directions
Pennsylvania
$283K +$39.9K +825 +15%
GLA
1477
Great Lakes Advisors
Illinois
$281K +$19.6K +405 +7%
FCAG
1478
First Capital Advisors Group
New Jersey
$279K -$2.18K -45 -0.7%
SIA
1479
SkyView Investment Advisors
New Jersey
$279K -$2.18K -45 -0.7%
GKWIM
1480
Gerber Kawasaki Wealth & Investment Management
California
$278K -$214K -4,435 -41%
ACM
1481
Advance Capital Management
Michigan
$278K
BCP
1482
Berkeley Capital Partners
Georgia
$278K
JPMIA
1483
J.P. Marvel Investment Advisors
Massachusetts
$276K
LIA
1484
LS Investment Advisors
Michigan
$276K
AL
1485
ADE LLC
Maryland
$275K -$78.8K -1,630 -21%
FPCP
1486
Fort Point Capital Partners
California
$275K
PFBT
1487
Parkside Financial Bank & Trust
Missouri
$275K
LOPW
1488
Live Oak Private Wealth
North Carolina
$274K -$12.3K -255 -4%
AIA
1489
Avalon Investment & Advisory
Texas
$274K
AWM
1490
Affinity Wealth Management
Delaware
$273K
KC
1491
Kingfisher Capital
North Carolina
$273K +$1.69K +35 +0.6%
MAM
1492
Mystic Asset Management
Rhode Island
$272K
MWM
1493
Madison Wealth Management
Ohio
$272K +$25.9K +535 +9%
STA
1494
Summit Trail Advisors
New York
$271K -$85.6K -1,770 -22%
IDA
1495
Intelligence Driven Advisers
California
$271K -$31.7K -655 -10%
PFG
1496
PAX Financial Group
Texas
$271K +$37.7K +780 +14%
BO
1497
Bank OZK
Arkansas
$270K -$45.2K -935 -13%
FVWA
1498
Foster Victor Wealth Advisors
South Carolina
$269K +$64.8K +1,340 +30%
CIC
1499
Cutler Investment Counsel
Oregon
$264K
PGAM
1500
Princeton Global Asset Management
New Jersey
$263K

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.