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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
Macquarie Group
1776
Macquarie Group
Australia
-$49M -1,082,845 Closed
CCWA
1777
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$45.4M -1,002,980 Closed
FZCM
1778
Flynn Zito Capital Management
New York
-$5.52M -121,935 Closed
RWIA
1779
Roger Wittlin Investment Advisory
California
-$3.75M -82,790 Closed
MP
1780
McDonald Partners
Ohio
-$3.24M -71,570 Closed
CBN
1781
Cadence Bank NA
Texas
-$2.54M -56,110 Closed
DFA
1782
DHK Financial Advisors
New Hampshire
-$2.4M -52,980 Closed
SWM
1783
Scissortail Wealth Management
Oklahoma
-$2.66M -46,970 Closed
Treasurer of the State of North Carolina
1784
Treasurer of the State of North Carolina
North Carolina
-$1.82M -40,145 Closed
SPIO
1785
Seven Post Investment Office
California
-$1.72M -38,025 Closed
PFA
1786
Pinnacle Family Advisors
Missouri
-$1.61M -35,510 Closed
Renaissance Technologies
1787
Renaissance Technologies
New York
-$1.52M -33,500 Closed
OWA
1788
Outlook Wealth Advisors
Texas
-$1.37M -30,375 Closed
CWA
1789
Choice Wealth Advisors
Maine
-$1.16M -25,725 Closed
CAN
1790
Claraphi Advisory Network
United States
-$1.01M -22,365 Closed
TW
1791
Transform Wealth
Colorado
-$824K -18,220 Closed
ZIMP
1792
Zimmermann Investment Management & Planning
Pennsylvania
-$765K -16,915 Closed
SPA
1793
Sentinel Pension Advisors
Massachusetts
-$741K -16,375 Closed
IC
1794
Inscription Capital
Texas
-$674K -14,900 Closed
ARC
1795
Advisor Resource Council
Texas
-$641K -14,160 Closed
EP
1796
Eudaimonia Partners
Tennessee
-$453K -10,005 Closed
FCC
1797
Flower City Capital
New York
-$416K -9,190 Closed
EWM
1798
Echo Wealth Management
Minnesota
-$405K -8,710 Closed
DLCIG
1799
D.L. Carlson Investment Group
New Hampshire
-$381K -8,415 Closed
TI
1800
Trexquant Investment
Connecticut
-$355K -7,845 Closed

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.