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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
GC
476
Grimes & Company
Massachusetts
$7.67M -$50.5K -1,045 -0.7%
LHC
477
Little House Capital
Massachusetts
$7.53M +$7.52M +155,730 New
ABC
478
Associated Banc-Corp
Wisconsin
$7.53M -$23.4K -485 -0.3%
GWMIA
479
Global Wealth Management Investment Advisory
Florida
$7.52M +$78K +1,615 +1%
SCM
480
Sebold Capital Management
Illinois
$7.49M +$7.48M +154,900 New
CAC
481
Certified Advisory Corp
Florida
$7.43M -$224K -4,640 -3%
KTC
482
Kistler-Tiffany Companies
Pennsylvania
$7.4M -$282K -5,830 -4%
RPC
483
Rossmore Private Capital
Connecticut
$7.35M +$558K +11,540 +8%
LWA
484
LWS Wealth Advisors
New Jersey
$7.35M +$136K +2,810 +2%
RSVP
485
Ramsay Stattman Vela & Price
Colorado
$7.34M -$2.42K -50 -0%
PWA
486
Physician Wealth Advisors
Utah
$7.33M -$39.4K -815 -0.6%
EWA
487
Exencial Wealth Advisors
Oklahoma
$7.32M -$435K -9,005 -6%
RSA
488
River Street Advisors
Illinois
$7.31M +$7.3M +151,045 New
DWT
489
Dorsey & Whitney Trust
South Dakota
$7.27M +$2.09M +43,165 +40%
NYLIM
490
New York Life Investment Management
New York
$7.26M +$7.25M +150,100 New
SCA
491
Snowden Capital Advisors
New York
$7.19M -$26.6K -550 -0.4%
OHWP
492
Oak Harbor Wealth Partners
North Carolina
$7.14M +$44.2K +915 +0.6%
KOMWMG
493
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.13M +$475K +9,840 +7%
Brown Advisory
494
Brown Advisory
Maryland
$7.12M +$1.64M +33,965 +30%
CGFA
495
Colton Groome Financial Advisors
North Carolina
$7.04M +$944K +19,530 +15%
PG
496
Proffitt & Goodson
Tennessee
$7.03M +$145K +3,000 +2%
WS
497
Wela Strategies
Georgia
$7.01M +$109K +2,260 +2%
BCM
498
Brookstone Capital Management
Illinois
$6.94M +$149K +3,090 +2%
AWM
499
Axxcess Wealth Management
California
$6.84M +$3.98M +82,395 +139%
RWP
500
RWA Wealth Partners
Massachusetts
$6.83M -$623K -12,895 -9%

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.