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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
TCM
401
Traynor Capital Management
Pennsylvania
$9.9M +$1.17M +24,225 +13%
CWM
402
CCG Wealth Management
California
$9.89M +$235K +4,855 +2%
WCM
403
Windsor Capital Management
Arizona
$9.82M -$41.3K -855 -0.4%
LC
404
Lindbrook Capital
California
$9.8M -$126K -2,615 -1%
NAM
405
NTV Asset Management
West Virginia
$9.62M -$10.4K -215 -0.1%
MIM
406
MetLife Investment Management
New Jersey
$9.59M -$94.2K -1,950 -1%
ES
407
ETF Store
Kansas
$9.55M +$411K +8,500 +5%
CWA
408
Clarity Wealth Advisors
California
$9.52M +$157K +3,260 +2%
SIM
409
Stratos Investment Management
Ohio
$9.5M +$403K +8,335 +4%
FWIA
410
Fort Washington Investment Advisors
Ohio
$9.45M -$1.21M -24,950 -11%
SIC
411
Sterling Investment Counsel
New York
$9.45M +$176K +3,640 +2%
Prudential Financial
412
Prudential Financial
New Jersey
$9.43M +$1.08M +22,450 +13%
GFS
413
GYL Financial Synergies
Connecticut
$9.34M +$4.03M +83,460 +76%
HR
414
Hardy Reed
Mississippi
$9.32M +$449K +9,295 +5%
CFP
415
Catalyst Financial Partners
Massachusetts
$9.24M +$9.23M +191,015 New
RSWM
416
Robertson Stephens Wealth Management
California
$9.22M +$1.37M +28,290 +17%
IFG
417
Independent Financial Group
California
$9.21M +$403K +8,345 +5%
FPFS
418
First Personal Financial Services
North Carolina
$9.2M -$408K -8,455 -4%
CPW
419
Crestmont Private Wealth
Texas
$9.17M -$64K -1,325 -0.7%
TC
420
Titleist Capital
Texas
$9.16M +$120K +2,490 +1%
MWP
421
Madison Wealth Partners
Wisconsin
$9.12M -$436K -9,020 -5%
GRP
422
Global Retirement Partners
California
$9.09M +$1.07M +22,205 +13%
PBO
423
Peoples Bank (Ohio)
Ohio
$9.08M +$70.3K +1,455 +0.8%
ZIM
424
Zacks Investment Management
Illinois
$9.04M +$1.05M +21,810 +13%
LC
425
LTG Capital
Massachusetts
$9.02M +$8.51M +176,185 +1,716%

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.