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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
NAMM
1826
NorthStar Asset Management (Massachusetts)
Massachusetts
-$206K -4,560 Closed
PWM
1827
PBMares Wealth Management
Virginia
-$205K -4,540 Closed
WIA
1828
World Investment Advisors
California
-$227K -4,540 Closed
MAP
1829
Moody Aldrich Partners
Massachusetts
-$205K -4,525 Closed
SBWIC
1830
Schaper Benz & Wise Investment Counsel
Wisconsin
-$201K -4,440 Closed
AC
1831
ASB Consultores
Florida
-$200K -4,425 Closed
DC
1832
Darrow Company
Massachusetts
-$196K -4,345 Closed
PIFP
1833
Partners in Financial Planning
Virginia
-$208K -4,155 Closed
LSA
1834
Lion Street Advisors
Texas
-$231K -4,140 Closed
CCM
1835
Chilton Capital Management
Texas
-$181K -4,000 Closed
CWP
1836
Concord Wealth Partners
Virginia
-$132K -2,905 Closed
RIM
1837
Rockbridge Investment Management
New York
-$98.4K -2,175 Closed
BW
1838
Bison Wealth
Georgia
-$72K -1,590 Closed
CICI
1839
Capital Investment Counsel Inc
North Carolina
-$26K -580 Closed
SFG
1840
Steward Financial Group
Texas
-$25K -560 Closed
CP
1841
Castleview Partners
Texas
-$16.4K -235 Closed
IA
1842
IFS Advisors
Kansas
-$4K -105 Closed
KA
1843
Kozak & Associates
Colorado
-$4K -90 Closed
BCMIO
1844
Beacon Capital Management Inc (Ohio)
Ohio
-$1K -25 Closed
WAM
1845
Worth Asset Management
Texas
-$1K -25 Closed
RCM
1846
Regency Capital Management
Hawaii
-$1K -20 Closed
KFAA
1847
Klaas Financial Asset Advisors
Illinois
-$1K -15 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.