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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
ACB
1701
Aristotle Capital Boston
Massachusetts
$40K +$18.4K +380 +70%
RCM
1702
Raleigh Capital Management
North Carolina
$40K +$44.5K +920 New
LFA
1703
Legend Financial Advisors
Pennsylvania
$38.6K +$42.5K +880 New
ACM
1704
Antonetti Capital Management
Florida
$38K
VCM
1705
Vigilant Capital Management
Maine
$37K +$37.2K +770 +1,100%
BSWA
1706
Bromfield Sneider Wealth Advisors
Massachusetts
$35K
BAM
1707
Bellevue Asset Management
Washington
$34K
SMA
1708
Sage Mountain Advisors
Georgia
$34K
ACM
1709
Absolute Capital Management
Pennsylvania
$33.4K +$36.7K +760 New
IBOK
1710
Independence Bank of Kentucky
Kentucky
$33K
HR
1711
Howe & Rusling
New York
$32K +$16.2K +335 +84%
DWA
1712
Dougherty Wealth Advisers
Minnesota
$32K +$35.3K +730 New
IRC
1713
Investors Research Corp
Georgia
$29K
WB
1714
West Bancorporation
Iowa
$28K -$43.5K -900 -58%
RCM
1715
Rain Capital Management
Oregon
$28K
KFO
1716
Kopp Family Office
Minnesota
$27K
TFA
1717
Toth Financial Advisory
Virginia
$27K +$23.9K +495 +450%
Bank Julius Baer & Co
1718
Bank Julius Baer & Co
Switzerland
$26K -$483 -10 -2%
TCWA
1719
Ten Capital Wealth Advisors
Washington
$25K
BAM
1720
Byrne Asset Management
New Jersey
$24K
EA
1721
Evolution Advisers
Virginia
$24K
PI
1722
PFS Investments
Georgia
$22.8K +$4.82M +99,640 +24%
FCT
1723
First Community Trust
Iowa
$22K
GCM
1724
Gables Capital Management
Florida
$22K
GWM
1725
Grand Wealth Management
Michigan
$22K

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.