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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
AWP
451
Accretive Wealth Partners
New Jersey
$8.48M +$661K +13,680 +8%
FWM
452
ForthRight Wealth Management
Georgia
$8.48M +$255K +5,270 +3%
BBNA
453
Bremer Bank National Association
Minnesota
$8.44M -$246K -5,090 -3%
RFO
454
RiverGlades Family Offices
Florida
$8.44M +$8.43M +174,475 New
NGA
455
Naples Global Advisors
Florida
$8.43M -$1.07M -22,100 -11%
ECM
456
Exchange Capital Management
Michigan
$8.42M +$358K +7,420 +4%
SFB
457
STAR Financial Bank
Indiana
$8.4M +$8.39M +173,560 New
GSWM
458
Greenup Street Wealth Management
Michigan
$8.34M +$195K +4,030 +2%
EWM
459
Evercore Wealth Management
New York
$8.33M -$61.1K -1,265 -0.7%
RCAG
460
Rehmann Capital Advisory Group
Michigan
$8.31M +$23.9K +495 +0.3%
KLI
461
Kelman-Lazarov Inc
Tennessee
$8.26M +$3.96M +81,875 +92%
CB
462
Commerce Bank
Missouri
$8.18M -$47.3K -980 -0.6%
AA
463
Argent Advisors
Louisiana
$8.17M +$23.7K +490 +0.3%
EWA
464
Encompass Wealth Advisors
Oregon
$8.06M -$202K -4,185 -2%
AWM
465
Atticus Wealth Management
Florida
$8.05M +$361K +7,475 +5%
IA
466
IFG Advisory
Georgia
$8.02M -$3.31M -68,415 -29%
FNBOH
467
First National Bank of Hutchinson
Kansas
$7.93M -$2.99M -61,815 -27%
NHT
468
New Hampshire Trust
New Hampshire
$7.9M +$7.89M +163,320 New
FCB
469
First Command Bank
Texas
$7.8M +$5.59M +115,675 +253%
FCFS
470
First Command Financial Services
Texas
$7.8M +$5.59M +115,675 +253%
VFPW
471
Vantage Financial Partners (Wisconsin)
Wisconsin
$7.79M -$1.96M -40,655 -20%
SLT
472
St Louis Trust
Missouri
$7.72M +$1.54M +31,975 +25%
CFG
473
Carr Financial Group
Massachusetts
$7.7M +$7.69M +159,190 New
EIP
474
Ellis Investment Partners
Pennsylvania
$7.7M +$51.5K +1,065 +0.7%
SIAM
475
Sterling Investment Advisors (Missouri)
Missouri
$7.7M -$161K -3,340 -2%

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.