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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
PFT
1726
Providence First Trust
Arizona
$22K +$24.2K +500 New
AWM
1727
Accel Wealth Management
Iowa
$21K
RDIA
1728
RE Dickinson Investment Advisors
Iowa
$20K
CAM
1729
Costello Asset Management
Pennsylvania
$18K -$16.9K -350 -47%
MSFP
1730
Mark Sheptoff Financial Planning
Connecticut
$18K
CTB
1731
Country Trust Bank
Illinois
$17K
HFS
1732
Hantz Financial Services
Michigan
$17K
ODG
1733
O'Dell Group
Ohio
$16K
Amundi
1734
Amundi
France
$15K
LCM
1735
Logan Capital Management
Pennsylvania
$15K
BSSFA
1736
Baron Silver Stevens Financial Advisors
Florida
$13.4K +$195K +4,030 +1%
FCMT
1737
Founders Capital Management (Texas)
Texas
$13K -$2.18K -45 -13%
GWA
1738
Gibson Wealth Advisors
Texas
$13K
IF
1739
Integrity Financial
Wyoming
$13K +$4.59K +95 +45%
PWM
1740
Provident Wealth Management
Tennessee
$12K
TWP
1741
TFO Wealth Partners
Ohio
$12K
MCM
1742
Mill Capital Management
North Carolina
$11K
TFA
1743
Transamerica Financial Advisors
Florida
$11K
PP
1744
PFS Partners
New Jersey
$9.21K
DWA
1745
Delos Wealth Advisors
Texas
$9K
BL
1746
Balentine LLC
Georgia
$9K +$9.67K +200 New
BBPWM
1747
Blue Bell Private Wealth Management
Pennsylvania
$8K
FFC
1748
First Financial Corp
Indiana
$8K
LDFR
1749
Lehman & Derafelo Financial Resources
Pennsylvania
$8K
M1FG
1750
Mach-1 Financial Group
Arkansas
$8K

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.