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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
MFA
326
Mayflower Financial Advisors
Massachusetts
$14M -$1.81M -37,510 -12%
ATPW
327
Ashton Thomas Private Wealth
Arizona
$13.9M +$233K +4,815 +2%
CA
328
Cambridge Advisors
Nebraska
$13.9M -$330K -6,840 -2%
TF
329
Tompkins Financial
New York
$13.6M +$98.3K +2,035 +0.7%
RJT
330
Raymond James Trust
Florida
$13.5M +$1.05M +21,780 +8%
SG
331
StoneX Group
New York
$13.5M +$344K +7,125 +3%
1SB
332
1ST Source Bank
Indiana
$13.5M +$53.4K +1,105 +0.4%
NC
333
NewSquare Capital
Pennsylvania
$13.4M -$789K -16,325 -6%
FNT
334
First Nebraska Trust
Nebraska
$13.4M +$177K +3,660 +1%
CC
335
Courier Capital
New York
$13.4M -$79.5K -1,645 -0.6%
GT
336
Glenview Trust
Kentucky
$13.4M +$2.01M +41,505 +18%
WH
337
Whitcomb & Hess
Ohio
$13.4M +$279K +5,780 +2%
HH
338
HWG Holdings
Texas
$13.3M +$13.2M +273,580 +18,738%
VFIC
339
Valley Forge Investment Consultants
Pennsylvania
$13.3M -$1.32M -27,260 -9%
HSWM
340
Hubbell Strickland Wealth Management
Louisiana
$13.3M -$20.1K -415 -0.2%
MFC
341
Mechanics Financial Corp
Ohio
$13.2M +$163K +3,370 +1%
ST
342
Smithfield Trust
Pennsylvania
$13M +$1.21M +25,070 +10%
JFGIW
343
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13M +$205K +4,235 +2%
FAIM
344
Financial Advocates Investment Management
Washington
$12.9M +$1.88M +38,895 +17%
P
345
&Partners
Tennessee
$12.9M -$516K -10,675 -4%
NSAM
346
North Star Asset Management
Wisconsin
$12.9M +$869K +17,980 +7%
PA
347
Pinnacle Associates
New York
$12.6M +$1.11M +22,950 +10%
GIA
348
Gladstone Institutional Advisory
Florida
$12.5M -$1.62M -33,485 -11%
MWM
349
MTC Wealth Management
Florida
$12.5M -$35.8K -740 -0.3%
TPSF
350
Texas Permanent School Fund
Texas
$12.5M +$7.98M +165,220 +179%

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.