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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
BAMG
251
Brand Asset Management Group
Missouri
$20.1M +$441K +9,130 +2%
CS
252
Comerica Securities
Michigan
$19.8M -$446K -9,240 -2%
IA
253
IFP Advisors
Florida
$19.8M +$12.6M +259,925 +108%
HAS
254
Holland Advisory Services
Florida
$19.8M +$8.16M +168,970 +70%
KCM
255
Kanawha Capital Management
Virginia
$19.7M -$13.3K -275 -0.1%
CT
256
Coastline Trust
Rhode Island
$19.6M +$9.01M +186,555 +85%
TCM
257
Twele Capital Management
Minnesota
$19.6M -$237K -4,905 -1%
BA
258
Bristlecone Advisors
Washington
$19.5M +$394K +8,160 +2%
SFG
259
StrategIQ Financial Group
Indiana
$19.5M +$279K +5,775 +1%
PFM
260
Parsec Financial Management
North Carolina
$19.2M -$1.09M -22,465 -5%
HI
261
Human Investing
Oregon
$19.2M -$625K -12,935 -3%
CAAS
262
Capital Asset Advisory Services
Michigan
$19.1M +$6.78M +140,330 +55%
Citigroup
263
Citigroup
New York
$19M -$362M -7,491,340 -95%
1832 Asset Management
264
1832 Asset Management
Ontario, Canada
$19M -$4.39M -90,850 -19%
CWM
265
Curi Wealth Management
North Carolina
$18.9M +$2.83M +58,495 +18%
LCOV
266
London Company of Virginia
Virginia
$18.9M +$6.31M +130,510 +50%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$18.8M -$96.1K -1,990 -0.5%
DW
268
Domani Wealth
Pennsylvania
$18.7M +$239K +4,945 +1%
TRCT
269
Tower Research Capital (TRC)
New York
$18.6M +$1.72M +35,630 +10%
PP
270
Pegasus Partners
Wisconsin
$18.5M +$1.19M +24,550 +7%
BWIA
271
Bryant Woods Investment Advisors
New York
$18.5M +$107K +2,220 +0.6%
FNT
272
First National Trust
Pennsylvania
$18.3M +$647K +13,390 +4%
SB
273
Simmons Bank
Arkansas
$18.2M +$264K +5,460 +1%
IFPL
274
Investments & Financial Planning LLC
Kentucky
$18.2M +$18.1M +375,615 New
TPCW
275
TD Private Client Wealth
New York
$18.2M -$2.61M -54,035 -13%

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.