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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
SMG
1651
Spectrum Management Group
Indiana
$103K -$14.7K -305 -12%
RBC
1652
Roble Belko & Company
Pennsylvania
$95K
BA
1653
Ballast Advisors
Minnesota
$94K
EAM
1654
Eukles Asset Management
Ohio
$94K +$4.59K +95 +5%
PAIM
1655
Punch & Associates Investment Management
Minnesota
$94K +$96.7K +2,000 +1,379%
WB
1656
Webster Bank
Connecticut
$92K
SFC
1657
SYM Financial Corp
Indiana
$91K -$11.6K -240 -10%
AWM
1658
Aspire Wealth Management
Massachusetts
$91K
PWMG
1659
Prestige Wealth Management Group
New Jersey
$91K
AWM
1660
Angeles Wealth Management
California
$88K
BCM
1661
Bourgeon Capital Management
Connecticut
$88K
KFP
1662
KB Financial Partners
New Jersey
$88K
LB
1663
Legacy Bridge
Iowa
$88K
SC
1664
Siena Capital
Ohio
$88K
MFA
1665
Morling Financial Advisors
California
$88K +$725 +15 +0.8%
CMBA
1666
C.M. Bidwell & Associates
Hawaii
$87K
RMC
1667
Resources Management Corp
Connecticut
$87K
KFS
1668
Kelly Financial Services
Massachusetts
$83.5K +$6.77K +140 +8%
MRCM
1669
M&R Capital Management
New Jersey
$82K
HWA
1670
Heritage Wealth Advisors
Virginia
$81.3K
SN
1671
Sittner & Nelson
Oregon
$77K
AWM
1672
AllSquare Wealth Management
New York
$76K
BCMLT
1673
Beacon Capital Management LLC (Tennessee)
Tennessee
$70K
AP
1674
Atwood & Palmer
Missouri
$70K +$12.1K +250 +19%
APW
1675
Axim Planning & Wealth
Ohio
$68K

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.