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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
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.7B +$165M +3,404,680 +6%
Bank of America
2
Bank of America
North Carolina
$2.61B +$811K +16,765 +0%
Wells Fargo
3
Wells Fargo
California
$2.39B -$14.9M -308,750 -0.6%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.78B +$103M +2,122,520 +6%
LPL Financial
5
LPL Financial
California
$1.63B +$239M +4,937,835 +15%
Morgan Stanley
6
Morgan Stanley
New York
$1.42B +$2.77M +57,230 +0.2%
BlackRock
7
BlackRock
New York
$1.19B -$57.5M -1,189,175 -4%
UBS Group
8
UBS Group
Switzerland
$948M -$8.68M -179,535 -0.8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$794M +$23M +475,490 +3%
Northern Trust
10
Northern Trust
Illinois
$713M +$23.4M +483,135 +3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$672M +$17.7M +365,135 +2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$644M +$67M +1,384,995 +10%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$559M +$10.4M +215,275 +2%
NMIMC
14
Northwestern Mutual Investment Management Company
Wisconsin
$550M +$3.65M +75,475 +0.6%
RJA
15
Raymond James & Associates
Florida
$548M +$15.8M +327,265 +3%
JP Morgan Chase
16
JP Morgan Chase
New York
$464M +$8.7M +179,930 +2%
Financial Engines Advisors
17
Financial Engines Advisors
California
$442M -$5.45M -112,645 -1%
Ameriprise
18
Ameriprise
Minnesota
$428M +$16.6M +343,860 +4%
KeyBank National Association
19
KeyBank National Association
Ohio
$406M -$256K -5,290 -0.1%
CCA
20
Catalyst Capital Advisors
New York
$374M +$70.9M +1,467,300 +21%
MRC
21
Millburn Ridgefield Corp
New York
$374M +$70.9M +1,467,300 +21%
Truist Financial
22
Truist Financial
North Carolina
$374M +$8.21M +169,740 +2%
Mariner
23
Mariner
Kansas
$367M +$16M +330,065 +4%
AA
24
Acorns Advisers
California
$358M +$8.31M +171,915 +2%
Goldman Sachs
25
Goldman Sachs
New York
$355M -$5.47M -113,220 -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.