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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
RWML
1676
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$65.8K
LFG
1677
Larson Financial Group
Missouri
$65K +$1.69K +35 +2%
HH
1678
HWG Holdings
Texas
$64K +$70.6K +1,460 New
LWP
1679
Lumature Wealth Partners
Georgia
$63K
FFA
1680
Fairfield Financial Advisors
Massachusetts
$62.4K +$16.4K +340 +31%
LFA
1681
Level Financial Advisors
New York
$62K
EBA
1682
Eagle Bay Advisors
New York
$61K
EC
1683
EdgeRock Capital
Colorado
$58K +$64.1K +1,325 New
MWA
1684
Moser Wealth Advisors
Washington
$56K
TFM
1685
TFC Financial Management
Massachusetts
$55K
AC
1686
Asio Capital
Kentucky
$55K +$60.4K +1,250 New
SIC
1687
SJS Investment Consulting
Ohio
$54K +$59.7K +1,235 New
RAM
1688
Riggs Asset Management
Pennsylvania
$53K
ADL
1689
Asset Dedication LLC
California
$53K +$58K +1,200 New
WOC
1690
West Oak Capital
California
$50K -$6.04K -125 -10%
SAM
1691
Strategic Asset Management
Minnesota
$50K -$967 -20 -0.4%
BCV
1692
Banque Cantonale Vaudoise
Switzerland
$49K -$14K -290 -21%
CWA
1693
Clearview Wealth Advisors
Oregon
$48K
DCM
1694
Dupont Capital Management
Delaware
$47K -$13.5K -280 -21%
BCM
1695
Blume Capital Management
California
$47K
SCA
1696
Stonebridge Capital Advisors
Minnesota
$47K
CBT
1697
CoreFirst Bank & Trust
Kansas
$45K
PP
1698
PrairieView Partners
Minnesota
$43K
MFA
1699
McClarren Financial Advisors
Pennsylvania
$43K +$47.4K +980 New
ACA
1700
Atlas Capital Advisors
Wyoming
$41K

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.