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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
KC
1601
Kenfarb & Co
Kentucky
$206K
LNWTC
1602
Laird Norton Wetherby Trust Company
Washington
$205K +$226K +4,675 New
NB
1603
Nicolet Bankshares
Wisconsin
$204K
LJAC
1604
L.J. Altfest & Co
New York
$204K +$7.49K +155 +3%
AMC
1605
Asset Management Corp
Illinois
$202K
TCWM
1606
Total Clarity Wealth Management
Illinois
$202K +$67.7K +1,400 +44%
CCA
1607
Column Capital Advisors
Indiana
$201K
RBFC
1608
Roman Butler Fullerton & Co
Missouri
$201K +$483 +10 +0.2%
GIP
1609
Granite Investment Partners
California
$200K
4FG
1610
4Thought Financial Group
New York
$199K -$9.91K -205 -4%
Schroder Investment Management Group
1611
Schroder Investment Management Group
United Kingdom
$196K -$382K -7,905 -64%
AC
1612
AlphaCore Capital
California
$194K
WFA
1613
WestHill Financial Advisors
California
$193K -$30.9K -640 -13%
PVH
1614
Psagot Value Holdings
Israel
$193K +$213K +4,400 New
TSW
1615
Thompson Siegel & Walmsley
Virginia
$192K -$26.8K -555 -11%
HBT
1616
Hills Bank & Trust
Iowa
$186K
WAM
1617
WFA Asset Management
Wisconsin
$180K
GIA
1618
Goodwin Investment Advisory
Georgia
$179K -$52.7K -1,090 -21%
FMTCOCP
1619
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$175K
FRA
1620
Front Row Advisors
California
$171K +$4.35K +90 +2%
AA
1621
Addison Advisors
Vermont
$170K
AIM
1622
Axiom Investment Management
New York
$163K -$10.2K -210 -5%
AW
1623
Avion Wealth
Texas
$161K -$15.2K -315 -8%
MIM
1624
MTM Investment Management
South Carolina
$156K -$27.6K -570 -14%
JWM
1625
Janiczek Wealth Management
Colorado
$152K

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.