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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
PCTC
1626
Perkins Coie Trust Company
Washington
$152K
MBFW
1627
Morton Brown Family Wealth
Pennsylvania
$146K
NFSG
1628
Newbridge Financial Services Group
Florida
$145K -$29.5K -610 -16%
PSB
1629
Piscataqua Savings Bank
New Hampshire
$142K
MHR
1630
Matthew Hamilton Rosenberg
$140K
TCM
1631
TD Capital Management
Tennessee
$137K +$152K +3,135 New
MCM
1632
MV Capital Management
Maryland
$136K +$8.22K +170 +6%
IWA
1633
Icon Wealth Advisors
Texas
$136K +$150K +3,095 New
DCM
1634
Disciplina Capital Management
Tennessee
$136K
VWM
1635
Valley Wealth Managers
New Jersey
$135K -$1.13M -23,270 -88%
RG
1636
Retirement Group
California
$134K -$458K -9,465 -76%
HDIM
1637
Hanson & Doremus Investment Management
Vermont
$133K
SWA
1638
Sutton Wealth Advisors
Florida
$130K +$106K +2,190 +279%
RWA
1639
RGT Wealth Advisors
Texas
$130K -$2.18K -45 -1%
WBC
1640
West Branch Capital
Massachusetts
$130K +$44K +910 +44%
ST
1641
Sageworth Trust
Pennsylvania
$130K +$116K +2,400 +421%
SFCL
1642
Strengthening Families & Communities LLC
Massachusetts
$129K -$30.5K -630 -18%
IAIM
1643
Industrial Alliance Investment Management
Quebec, Canada
$126K
SC
1644
Steph & Co
Wisconsin
$123K -$4.35K -90 -3%
CT
1645
Clearstead Trust
Maine
$123K +$135K +2,795 New
WWMSC
1646
Wagner Wealth Management (South Carolina)
South Carolina
$121K -$31.9K -660 -19%
IWP
1647
IAG Wealth Partners
Wisconsin
$121K +$7.01K +145 +6%
BC
1648
Barrett & Company
Rhode Island
$115K +$115K +2,385 New
FM
1649
Family Management
New York
$112K
SA
1650
SRH Advisors
Kansas
$106K

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.