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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
FRA
1801
Frank Rimerman Advisors
California
-$353K -7,805 Closed
EFSCE
1802
Enterprise Financial Services Corp (EFSC)
Missouri
-$331K -7,310 Closed
WG
1803
Welch Group
Alabama
-$330K -7,300 Closed
BFG
1804
Berger Financial Group
Minnesota
-$326K -7,200 Closed
AAS
1805
Annex Advisory Services
Wisconsin
-$322K -7,120 Closed
HWA
1806
Heartwood Wealth Advisors
Virginia
-$314K -6,950 Closed
QCM
1807
Quantinno Capital Management
New York
-$282K -6,240 Closed
RTS
1808
Round Table Services
New Jersey
-$280K -6,185 Closed
MFP
1809
Meridian Financial Partners
Virginia
-$299K -6,125 Closed
DWM
1810
Drive Wealth Management
Utah
-$269K -5,940 Closed
PMG
1811
Private Management Group
California
-$265K -5,865 Closed
WPC
1812
White Pine Capital
Minnesota
-$256K -5,655 Closed
CPSAC
1813
Chas P. Smith & Associates (CPS)
Florida
-$245K -5,425 Closed
TWP
1814
Total Wealth Planning
Ohio
-$244K -5,405 Closed
VWA
1815
Visionary Wealth Advisors
Illinois
-$242K -5,355 Closed
BFIM
1816
Beese Fulmer Investment Management
Ohio
-$241K -5,320 Closed
BBW
1817
Blue Barn Wealth
Utah
-$239K -5,290 Closed
LWM
1818
Laidlaw Wealth Management
New York
-$239K -5,280 Closed
JSL
1819
JT Stratford LLC
Georgia
-$235K -5,195 Closed
HWM
1820
Horizon Wealth Management
Illinois
-$230K -5,075 Closed
EWA
1821
Evolution Wealth Advisors
Florida
-$215K -4,760 Closed
ORC
1822
O'Rourke & Company
Massachusetts
-$213K -4,715 Closed
CA
1823
Carson Advisory
Georgia
-$208K -4,605 Closed
SPWM
1824
Schrum Private Wealth Management
Florida
-$208K -4,600 Closed
FAG
1825
Fortitude Advisory Group
Washington
-$206K -4,560 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.