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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
CGA
376
Crescent Grove Advisors
Illinois
$11.5M +$653K +13,525 +6%
VCM
377
Vision Capital Management
Oregon
$11.4M -$279K -5,780 -2%
OGF
378
Orin Green Financial
California
$11.4M +$178K +3,690 +2%
GPA
379
Guidance Point Advisors
Massachusetts
$11.3M +$631K +13,065 +6%
HF
380
Halpern Financial
Virginia
$11.3M -$243K -5,020 -2%
BFP
381
Beacon Financial Planning
Massachusetts
$11.3M +$11.3M +233,950 New
EWA
382
EP Wealth Advisors
California
$11.3M +$7.81M +161,650 +224%
PWMAG
383
Pinnacle Wealth Management Advisory Group
New Jersey
$11.1M +$1.06M +21,925 +11%
NPF
384
Norris Perne & French
Michigan
$11M +$292K +6,050 +3%
IWMA
385
Ironwood Wealth Management (Arizona)
Arizona
$11M -$82.9K -1,715 -0.7%
WAG
386
Winthrop Advisory Group
Massachusetts
$10.9M +$3.72M +76,960 +52%
FFS
387
Founders Financial Securities
Maryland
$10.9M +$1.14M +23,585 +12%
AWC
388
Abundance Wealth Counselors
Pennsylvania
$10.8M +$1M +20,775 +10%
TCM
389
Towercrest Capital Management
Pennsylvania
$10.7M -$99K -2,050 -0.9%
PPW
390
PACK Private Wealth
Minnesota
$10.7M +$172K +3,555 +2%
AA
391
Ancora Advisors
Ohio
$10.5M +$90.8K +1,880 +0.9%
EFM
392
Eley Financial Management
Vermont
$10.5M +$10.5M +217,200 New
AWM
393
Avior Wealth Management
Nebraska
$10.4M +$407K +8,425 +4%
NCM
394
Neumann Capital Management
California
$10.4M -$187K -3,880 -2%
CIBC World Market
395
CIBC World Market
Ontario, Canada
$10.4M +$520K +10,760 +5%
WWM
396
Western Wealth Management
Colorado
$10.3M -$11.9M -246,160 -54%
RF
397
Resolute Financial
Massachusetts
$10.3M +$271K +5,600 +3%
AWM
398
Avondale Wealth Management
Texas
$10.2M +$754K +15,600 +8%
MBT
399
Montecito Bank & Trust
California
$10.1M +$228K +4,715 +2%
JF
400
JSF Financial
California
$10M +$130K +2,685 +1%

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.