We are live on ! Find out more
IJH icon

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
PRA
201
Pine Ridge Advisers
New York
$23.7M +$1.17M +24,150 +5%
PGA
202
Portland Global Advisors
Maine
$23.3M +$614K +12,700 +2%
RCA
203
Resonant Capital Advisors
Wisconsin
$23.2M +$932K +19,280 +4%
FAG
204
Financial Advisory Group
Texas
$23M +$672K +13,900 +3%
FBB
205
Fulton Breakefield Broenniman
Maryland
$22.9M +$905K +18,710 +4%
HI
206
Hudock Inc
Pennsylvania
$22.9M +$559K +11,560 +2%
AI
207
Accredited Investors
Minnesota
$22.8M +$5.41M +111,875 +27%
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$22.7M -$2.31M -47,725 -8%
WSFS
209
Wilmington Savings Fund Society
Delaware
$22.6M -$678K -14,020 -3%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$22.6M +$24.7K +510 +0.1%
LP
211
LGL Partners
Pennsylvania
$22.5M -$13.2M -273,415 -35%
IAN
212
Integrated Advisors Network
Texas
$22.4M +$3.15M +65,075 +15%
CTA
213
Chesley Taft & Associates
Illinois
$22.3M +$403K +8,345 +2%
BFM
214
Boston Financial Management
Massachusetts
$22.1M +$3.47M +71,845 +17%
SPC
215
Sigma Planning Corp
Michigan
$22.1M +$1.09M +22,500 +5%
AWM
216
AE Wealth Management
Kansas
$21.9M -$2.25M -46,465 -9%
AFA
217
American Financial Advisors
Georgia
$21.4M -$442K -9,145 -2%
SIC
218
Shoker Investment Counsel
Ohio
$21.4M +$504K +10,430 +2%
1832 Asset Management
219
1832 Asset Management
Ontario, Canada
$21.2M
CF
220
Cantor Fitzgerald
New York
$21.2M -$1.97M -40,840 -8%
BPA
221
Beacon Pointe Advisors
California
$21.1M -$1.88M -38,785 -7%
SWA
222
Sax Wealth Advisors
New Jersey
$21M +$1.41M +29,125 +6%
CA
223
Clearstead Advisors
Ohio
$20.7M -$153K -3,175 -0.7%
DT
224
Diversified Trust
Tennessee
$20.5M -$870K -18,005 -4%
BHWM
225
Bar Harbor Wealth Management
New Hampshire
$20.5M +$12.1K +250 +0.1%

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.