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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
IA
1551
Inspire Advisors
Idaho
$232K +$3.63K +75 +1%
KP
1552
Keel Point
Alabama
$232K +$17.4K +360 +7%
SWRP
1553
Summit Wealth & Retirement Planning
California
$231K
RCM
1554
Requisite Capital Management
Texas
$231K +$255K +5,275 New
B
1555
Bellecapital
Switzerland
$230K
CDH
1556
Charles D. Hyman
$230K
FWM
1557
Focused Wealth Management
New York
$230K +$27.3K +565 +12%
LAS
1558
LWM Advisory Services
Florida
$230K +$253K +5,235 New
GWSG
1559
GPS Wealth Strategies Group
Colorado
$229K +$5.56K +115 +2%
BCM
1560
BTR Capital Management
California
$228K +$251K +5,200 New
ACA
1561
Affinity Capital Advisors
California
$226K -$2.18K -45 -0.9%
BFG
1562
Barber Financial Group
Kansas
$226K -$725 -15 -0.3%
CAM
1563
Crestone Asset Management
Colorado
$226K
HFS
1564
Heritage Financial Services
Massachusetts
$225K
NL
1565
Navalign LLC
California
$224K -$109K -2,245 -31%
TC
1566
Trust Company
Kansas
$224K
AC
1567
Anson Capital
Georgia
$223K -$34.6K -715 -12%
FIA
1568
Foundations Investment Advisors
Arizona
$223K -$22K -455 -8%
SWIG
1569
Strategic Wealth Investment Group
Kentucky
$223K +$246K +5,090 New
AA
1570
Aufman Associates
Pennsylvania
$221K
WTA
1571
Washington Trust Advisors
Massachusetts
$221K
NAMP
1572
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$220K
BAM
1573
Bosun Asset Management
Illinois
$219K
RWA
1574
Redmont Wealth Advisors
Illinois
$219K
SF
1575
SBK Financial
Virginia
$219K

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.