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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
AP
1526
Adero Partners
California
$245K +$255K +5,275 New
MPW
1527
Monterey Private Wealth
California
$244K -$1.21K -25 -0.5%
CPA
1528
Capital Planning Advisors
California
$244K +$10.9K +225 +4%
KA
1529
Kovack Advisors
Florida
$243K -$37.7K -780 -12%
SLF
1530
Sun Life Financial
Ontario, Canada
$243K
JC
1531
JB Capital
Connecticut
$242K +$6.29K +130 +2%
Qube Research & Technologies (QRT)
1532
Qube Research & Technologies (QRT)
United Kingdom
$241K -$472K -9,770 -64%
NP
1533
NorthRock Partners
Minnesota
$241K -$19.8K -410 -7%
BTW
1534
Boston Trust Walden
Massachusetts
$241K
CHAM
1535
Clear Harbor Asset Management
Connecticut
$241K
MM
1536
Meridian Management
Arkansas
$239K
CDIA
1537
Capital Directions Investment Advisors
Georgia
$238K -$268K -5,545 Closed
DCM
1538
Donaldson Capital Management
Indiana
$238K
HBW
1539
Hazlett, Burt & Watson
West Virginia
$237K -$23.4K -485 -8%
FM
1540
Foster & Motley
Ohio
$237K -$2.42K -50 -0.9%
GA
1541
Geller Advisors
New York
$237K
LWAC
1542
Laurel Wealth Advisors (California)
California
$237K
SBL
1543
Sargent Bickham Lagudis
Colorado
$237K +$6.04K +125 +2%
SSC
1544
Syverson Strege & Co
Iowa
$237K +$87.5K +1,810 +50%
MWA
1545
Monograph Wealth Advisors
California
$235K
FP
1546
Financial Perspectives
Minnesota
$234K +$242 +5 +0.1%
SWM
1547
Segment Wealth Management
Texas
$234K
FWA
1548
FSC Wealth Advisors
New York
$234K +$62.9K +1,300 +32%
Fisher Asset Management
1549
Fisher Asset Management
Washington
$233K -$302K -6,240 -54%
BFA
1550
Bluestem Financial Advisors
Illinois
$233K -$3.87K -80 -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.