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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
VCM
1751
Versant Capital Management
Arizona
$8K
CMP
1752
Coston McIsaac & Partners
Maine
$8K +$1.21K +25 +15%
SL
1753
Savior LLC
Massachusetts
$8K +$8.46K +175 New
TWA
1754
TCI Wealth Advisors
Arizona
$7K -$2.18K -45 -23%
LS
1755
Leelyn Smith
Illinois
$7K +$7.74K +160 New
OPW
1756
Oxler Private Wealth
New York
$5.46K
AAP
1757
Arax Advisory Partners
Colorado
$4K
BEI
1758
Benjamin Edwards Inc
Missouri
$4K +$4.35K +90 New
MOS
1759
MGO One Seven
Ohio
$3.56K -$44.2K -915 -1%
LWA
1760
Lowe Wealth Advisors
Maryland
$3K
TVWM
1761
Tower View Wealth Management
Wisconsin
$3K
BRA
1762
Biechele Royce Advisors
Indiana
$3K +$3.63K +75 New
NDSI
1763
Newman Dignan & Sheerar Inc
Rhode Island
$2.84K -$53.7K -1,110 -2%
SIS
1764
Sound Income Strategies
Florida
$2K -$5.56K -115 -72%
CCM
1765
Cribstone Capital Management
Maine
$1K
GA
1766
GoalVest Advisory
New York
$1K
HCP
1767
Hexagon Capital Partners
Arkansas
$1K
KC
1768
Knuff & Co
California
$1K
OIS
1769
Okabena Investment Services
Minnesota
$1K
SJIA
1770
St. James Investment Advisors
New York
$1K
WWP
1771
WR Wealth Planners
Missouri
$877
PWP
1772
Principle Wealth Partners
Connecticut
$773 +$31.9K +660 +4%
FHC
1773
First Heartland Consultants
Missouri
$569 +$50.8K +1,050 +9%
EWM
1774
Executive Wealth Management
Michigan
$367 -$311K -6,430 -78%
WIM
1775
Westside Investment Management
California
$104 +$18.4K +380 +19%

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.