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iShares Core S&P Mid-Cap ETF

1,924 hedge funds and large institutions have $53.9B invested in iShares Core S&P Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 754 increasing their positions, 677 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 55

32% more capital invested

Capital invested by funds: $40.7B → $53.9B (+$13.2B)

13% more funds holding in top 10

Funds holding in top 10: 306346 (+40)

11% more repeat investments, than reductions

Existing positions increased: 754 | Existing positions reduced: 677

9% more funds holding

Funds holding: 1,7681,924 (+156)

5.45% more ownership

Funds ownership: 377.32%382.77% (+5.4%)

74% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $41.6M

Holders
1,924
Holders Change
+156
Holders Change %
+8.82%
% of All Funds
30.93%
Holding in Top 10
346
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+13.07%
% of All Funds
5.56%
New
244
Increased
754
Reduced
677
Closed
55
Calls
$10.9M
Puts
$41.6M
Net Calls
-$30.6M
Net Calls Change
-$38.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
226
Conning Inc
Connecticut
$23M +$1.41M +29,280 +7%
GL
227
Graypoint LLC
New York
$22.9M +$922K +19,075 +4%
DIP
228
DT Investment Partners
Pennsylvania
$22.7M +$3.74M +77,445 +20%
DT
229
Diversified Trust
Tennessee
$22.6M -$8.46K -175 -0%
FNBT
230
FineMark National Bank & Trust
Florida
$22.4M +$2.53M +52,465 +13%
ECG
231
Edge Capital Group
Georgia
$22.4M -$13.8M -285,020 -38%
DT
232
Daniels + Tansey
Delaware
$22.3M +$470K +9,735 +2%
BHWM
233
Bar Harbor Wealth Management
New Hampshire
$22.3M -$323K -6,680 -1%
SIC
234
Shoker Investment Counsel
Ohio
$22.2M -$1.45M -29,935 -6%
FWTB
235
First Western Trust Bank
Colorado
$22.2M +$1.27M +26,380 +6%
CFO
236
Callan Family Office
Pennsylvania
$22.1M +$22.1M +457,115 New
AllianceBernstein
237
AllianceBernstein
Tennessee
$22M +$804K +16,640 +4%
LBC
238
Lowe Brockenbrough & Co
Virginia
$22M +$906K +18,755 +4%
PRA
239
Pine Ridge Advisers
New York
$21.9M -$4.2M -86,900 -16%
AF
240
Allworth Financial
California
$21.7M +$2.06M +42,585 +10%
OC
241
Oppenheimer & Co
New York
$21.3M +$1.1M +22,705 +5%
WSFS
242
Wilmington Savings Fund Society
Delaware
$21.1M -$3.83M -79,200 -15%
CF
243
Cantor Fitzgerald
New York
$20.9M -$2.46M -50,815 -11%
GLLW
244
Graves Light Lenhart Wealth
Virginia
$20.6M +$1.09M +22,500 +6%
SMC
245
Smith, Moore & Co
Missouri
$20.6M -$541K -11,195 -3%
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$20.5M -$395K -8,170 -2%
Cerity Partners
247
Cerity Partners
New York
$20.5M +$6.64M +137,340 +48%
NFG
248
Nations Financial Group
Iowa
$20.4M -$40.1K -830 -0.2%
FWM
249
Fairhaven Wealth Management
Illinois
$20.4M -$207K -4,280 -1%
Allspring Global Investments
250
Allspring Global Investments
North Carolina
$20.1M -$89.9K -1,860 -0.4%

IJH Hedge Fund Activity: Q4 2022 in Review

1,924 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q4 2022, worth a combined $53.9B — up 32% from $40.7B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new IJH positions and 55 closed out — a net gain of 189 holders — while 754 added to existing stakes and 677 trimmed.

The largest buyer was Cottage Street Advisors, adding an estimated $1.04B. The largest seller was Citigroup, cutting an estimated $362M.

  • 1,924 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q4 2022, up from 1,768 in Q3 2022.
  • Funds reported $53.9B of iShares Core S&P Mid-Cap ETF stock for Q4 2022, up 32% quarter-over-quarter.
  • 244 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2022 and 55 closed out, a net change of +189 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q4 2022 was Cottage Street Advisors, an estimated $1.04B added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q4 2022 was Citigroup, an estimated $362M sold.

Based on aggregated 13F filings for Q4 2022.