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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
ECG
151
Edge Capital Group
Georgia
$32.8M +$2.59M +53,625 +8%
CA
152
Cetera Advisors
Colorado
$32.4M +$840K +17,370 +2%
EWM
153
Evermay Wealth Management
Virginia
$32.3M +$486K +10,050 +1%
AWE
154
Avidian Wealth Enterprises
Texas
$32M +$5.19M +107,350 +17%
SAS
155
Sanford Advisory Services
Michigan
$31.4M -$926K -19,160 -3%
GBT
156
Grove Bank & Trust
Florida
$31.3M -$453K -9,365 -1%
Lazard Asset Management
157
Lazard Asset Management
New York
$31.2M -$1.68M -34,800 -5%
WAP
158
Wealthcare Advisory Partners
Pennsylvania
$30.9M -$1.81M -37,525 -5%
JWA
159
JFS Wealth Advisors
Pennsylvania
$30.8M -$133K -2,745 -0.4%
SPP
160
Single Point Partners
Massachusetts
$30.8M -$1.49M -30,840 -4%
BWA
161
BDO Wealth Advisors
Florida
$30.7M +$445K +9,195 +1%
CPO
162
Cerity Partners OCIO
New York
$30.6M -$3.07M -63,590 -8%
EH
163
Equitable Holdings
New York
$30.5M +$1.89M +39,030 +6%
WTC
164
WhitTier Trust Company
Nevada
$30.4M +$668K +13,820 +2%
RWB
165
RMR Wealth Builders
New Jersey
$30.3M +$2.55M +52,735 +8%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$30.2M +$1.13M +23,280 +3%
AA
167
ALPS Advisors
Colorado
$30M -$1.17M -24,175 -3%
T
168
TrueFG
Texas
$29.8M +$628K +12,980 +2%
CIA
169
Capital Investment Advisors
Georgia
$29.2M -$304K -6,290 -0.9%
W
170
Wealthquest
Ohio
$29M -$380K -7,855 -1%
TF
171
TimeScale Financial
Massachusetts
$27.9M +$199K +4,125 +0.7%
SFS
172
Summit Financial Strategies
Ohio
$27.9M -$90.2K -1,865 -0.3%
AAS
173
Ameritas Advisory Services
Nebraska
$27.8M -$1.19M -24,560 -4%
PP
174
PDS Planning
Ohio
$27.8M +$3.62M +74,910 +13%
Fiera Capital (Canada)
175
Fiera Capital (Canada)
Quebec, Canada
$27.3M -$944K -19,530 -3%

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.