We are live on ! Find out more
IJH icon

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
SF
276
Symphony Financial
Texas
$18.2M +$6.32M +130,820 +56%
BSSFA
277
Baron Silver Stevens Financial Advisors
Florida
$18.2M +$170K +3,520 +0.9%
YIA
278
YHB Investment Advisors
Connecticut
$18.1M +$13K +270 +0.1%
HCA
279
Horan Capital Advisors
Ohio
$17.9M -$517K -10,695 -3%
VCM
280
Verde Capital Management
Michigan
$17.8M -$1.13M -23,290 -6%
IB
281
Intrust Bank
Kansas
$17.8M +$1.37M +28,440 +8%
FCI
282
Financial Counselors Inc
Kansas
$17.8M +$595K +12,315 +3%
PSCM
283
Per Stirling Capital Management
Texas
$17.8M +$17.8M +367,470 New
William Blair & Company
284
William Blair & Company
Illinois
$17.7M +$2.57M +53,135 +17%
GG
285
Gofen & Glossberg
Illinois
$17.5M -$118K -2,445 -0.7%
VIA
286
Vantagepoint Investment Advisers
District of Columbia
$17.5M +$17.5M +362,000 New
PAM
287
Peninsula Asset Management
Florida
$17.3M -$422K -8,725 -2%
CFB
288
Cullen/Frost Bankers
Texas
$17M +$11.6M +240,080 +214%
ISB
289
Iowa State Bank
Iowa
$17M +$667K +13,810 +4%
LSERS
290
Louisiana State Employees Retirement System
Louisiana
$16.9M +$1.43M +29,500 +9%
ODIJL
291
One Day In July LLC
Vermont
$16.8M +$2.74M +56,800 +20%
RDFA
292
Ritter Daniher Financial Advisory
Ohio
$16.7M +$6.51M +134,780 +64%
DWA
293
Divergent Wealth Advisors
Utah
$16.6M -$73.9K -1,530 -0.4%
TC
294
Trilogy Capital
California
$16.1M -$11.8K -245 -0.1%
KWMG
295
King Wealth Management Group
Florida
$16.1M -$2.89M -59,745 -15%
EPA
296
Element Pointe Advisors
Florida
$16M +$16M +331,620 New
Principal Financial Group
297
Principal Financial Group
Iowa
$16M +$1.94M +40,235 +14%
WFA
298
West Financial Advisors
Iowa
$16M +$191K +3,945 +1%
SWM
299
Spire Wealth Management
Virginia
$15.9M -$2.47M -51,025 -13%
JA
300
JVL Associates
Michigan
$15.9M -$485K -10,035 -3%

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.