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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
CG
176
Colony Group
Massachusetts
$27.2M +$21.6M +446,240 +257%
SL
177
Salomon & Ludwin
Virginia
$27.2M -$361K -7,475 -1%
MFG
178
Magnus Financial Group
New York
$27.1M +$1.19M +24,605 +4%
PWLP
179
Prio Wealth Limited Partnership
Massachusetts
$27.1M -$97.9K -2,025 -0.3%
MGIA
180
Moneta Group Investment Advisors
Missouri
$27M -$2.99M -61,925 -9%
QCG
181
Quadrant Capital Group
Ohio
$27M +$1.88M +38,950 +7%
NEPPG
182
New England Professional Planning Group
Rhode Island
$26.1M +$372K +7,690 +1%
CA
183
Crewe Advisors
Utah
$26M +$868K +17,955 +3%
MW
184
MBL Wealth
North Carolina
$25.9M +$2.83M +58,490 +11%
Rafferty Asset Management
185
Rafferty Asset Management
New York
$25.7M -$1.71M -35,425 -6%
HG
186
Harbor Group
New Hampshire
$25.7M +$985K +20,380 +4%
MWM
187
Modera Wealth Management
New Jersey
$25.6M -$1.48M -30,685 -5%
RIS
188
Retirement Income Solutions
Michigan
$25.6M +$836K +17,285 +3%
I
189
INVST
Indiana
$25.6M +$108K +2,230 +0.4%
ZB
190
Zions Bancorporation
Utah
$25.6M +$1.56M +32,250 +6%
IWC
191
Integrated Wealth Concepts
Massachusetts
$25.5M +$3.32M +68,675 +13%
DADC
192
D.A. Davidson & Co
Montana
$25.4M +$202K +4,180 +0.7%
BFA
193
Beaumont Financial Advisors
Massachusetts
$25.3M +$160K +3,315 +0.6%
CWA
194
CJM Wealth Advisers
Virginia
$25.1M -$6.29K -130 -0%
WAS
195
Wealth Advisory Solutions
Indiana
$24.8M -$193K -3,990 -0.7%
AWS
196
Atria Wealth Solutions
New York
$24.5M +$3.86M +79,790 +17%
JIC
197
Johnson Investment Counsel
Ohio
$24.5M +$146K +3,010 +0.5%
GW
198
GW & Wade
Massachusetts
$24.2M +$47.4K +980 +0.2%
ETS
199
ESL Trust Services
New York
$23.8M +$147K +3,050 +0.6%
OSNBOA
200
Old Second National Bank of Aurora
Illinois
$23.8M +$880K +18,205 +3%

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.