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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
SAM
1501
Strategy Asset Managers
California
$263K +$290K +6,000 New
CF
1502
Convergence Financial
Missouri
$262K
PIA
1503
Powell Investment Advisors
Florida
$261K -$58K -1,200 -17%
Toronto Dominion Bank
1504
Toronto Dominion Bank
Ontario, Canada
$261K
AIC
1505
Archer Investment Corporation
Indiana
$259K
JC
1506
Jentner Corp
Ohio
$259K -$967 -20 -0.3%
PWM
1507
Paulson Wealth Management
Illinois
$259K +$286K +5,915 New
Bank of Montreal
1508
Bank of Montreal
Ontario, Canada
$259K +$14.7M +304,675 +6%
APW
1509
Aurora Private Wealth
New Jersey
$258K
PCM
1510
Princeton Capital Management
New Jersey
$258K
ACI
1511
Alpha Cubed Investments
California
$257K -$38.7K -800 -12%
EC
1512
Estate Counselors
Wisconsin
$256K +$27.8K +575 +11%
CC
1513
Cypress Capital
Tennessee
$254K -$2.42K -50 -0.9%
ME
1514
McIlrath & Eck
Washington
$252K -$462K -9,555 -62%
BSA
1515
Bull Street Advisors
Georgia
$252K
HFS
1516
Haverford Financial Services
Pennsylvania
$252K
Luther King Capital Management (LKCM)
1517
Luther King Capital Management (LKCM)
Texas
$252K
RWM
1518
Rockwood Wealth Management
Pennsylvania
$252K -$2.18K -45 -0.8%
GCA
1519
Gradient Capital Advisors
California
$251K -$20.3K -420 -7%
AWM
1520
Aberdeen Wealth Management
Illinois
$251K
RPSA
1521
Richard P. Slaughter Associates
Texas
$251K +$277K +5,735 New
OSAM
1522
O'Shaughnessy Asset Management
Connecticut
$250K +$19.1K +395 +7%
NCM
1523
Noesis Capital Mangement
Florida
$247K
HC
1524
Hoese & Co
Minnesota
$246K -$133K -2,750 -33%
MWM
1525
McNaughton Wealth Management
California
$246K

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.