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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
MAM
1576
Meeder Asset Management
Ohio
$218K -$147K -3,035 -38%
VBWMG
1577
Von Berge Wealth Management Group
California
$218K
WP
1578
WMS Partners
Maryland
$217K -$4.59K -95 -2%
LA
1579
LVW Advisors
New York
$217K +$239K +4,940 New
DBIA
1580
Dumont & Blake Investment Advisors
New Jersey
$216K
EP
1581
EPIQ Partners
Minnesota
$216K
BCM
1582
BTC Capital Management
Iowa
$215K -$15.7K -325 -6%
JWM
1583
JFG Wealth Management
Colorado
$215K
SFP
1584
Sweet Financial Partners
Minnesota
$215K
SC
1585
Saiph Capital
New Jersey
$214K -$48.6K -1,005 -17%
WIC
1586
Woodmont Investment Counsel
Tennessee
$214K +$236K +4,875 New
KFP
1587
KMG Fiduciary Partners
Ohio
$213K -$14.3K -295 -6%
CWS
1588
Cypress Wealth Services
California
$212K -$26.3K -545 -10%
MSCM
1589
McElhenny Sheffield Capital Management
Texas
$212K -$2.18K -45 -0.9%
PSIWM
1590
Paradigm Strategies in Wealth Management
Minnesota
$211K
PO
1591
Private Ocean
California
$210K
AA
1592
Aire Advisors
California
$210K +$1.45K +30 +0.6%
KWM
1593
Keebeck Wealth Management
Illinois
$209K -$5.8K -120 -2%
BMC
1594
Beaton Management Company
Massachusetts
$208K
TYCC
1595
Texas Yale Capital Corp
Florida
$208K
ZIG
1596
Zuckerman Investment Group
Illinois
$208K
GSC
1597
Ground Swell Capital
South Carolina
$208K +$229K +4,745 New
TWM
1598
Tradition Wealth Management
Minnesota
$207K
GG
1599
Golden Green
South Carolina
$207K +$228K +4,720 New
LC
1600
Lavaca Capital
Texas
$207K +$228K +4,725 New

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.