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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
FPAS
501
Focus Partners Advisor Solutions
Missouri
$6.76M +$1.1M +22,785 +19%
GWAM
502
Guardian Wealth Advisors (Minnesota)
Minnesota
$6.72M +$681K +14,090 +11%
CWM
503
Cahill Wealth Management
Michigan
$6.71M -$238K -4,920 -4%
CA
504
Crumly & Associates
Illinois
$6.7M -$3.85M -79,720 -37%
RIA
505
Richwood Investment Advisors
Ohio
$6.69M -$69.8K -1,445 -1%
OFG
506
Omega Financial Group
California
$6.66M -$832K -17,220 -11%
RWG
507
Ratio Wealth Group
Colorado
$6.62M -$356K -7,365 -5%
HCWM
508
Harrison & Co Wealth Management
Virginia
$6.61M -$582K -12,055 -8%
GDP
509
Great Diamond Partners
Maine
$6.54M +$5.6M +115,920 +602%
MMA
510
Miracle Mile Advisors
California
$6.54M +$5.75M +119,050 +742%
MCM
511
Magnolia Capital Management
New York
$6.53M +$52.9K +1,095 +0.8%
DAS
512
Dynamic Advisor Solutions
Arizona
$6.52M +$484K +10,010 +8%
GIA
513
GHP Investment Advisors
Colorado
$6.45M +$241K +4,990 +4%
TC
514
TAP Consulting
Missouri
$6.45M -$393K -8,130 -6%
BOH
515
Bank of Hawaii
Hawaii
$6.44M -$1.21K -25 -0%
PAG
516
Private Advisor Group
New Jersey
$6.42M -$1.1M -22,835 -3%
BTWM
517
Baker Tilly Wealth Management
Wisconsin
$6.37M +$141K +2,910 +2%
CFC
518
Coyle Financial Counsel
Illinois
$6.37M -$332K -6,880 -5%
UBS AM
519
UBS AM
Illinois
$6.33M -$852K -17,630 -12%
HCM
520
Highview Capital Management
Illinois
$6.32M +$95.4K +1,975 +2%
RHP
521
Royal Harbor Partners
Texas
$6.29M +$6.29M +130,110 New
MWM
522
Mascoma Wealth Management
New Hampshire
$6.29M +$1.15M +23,745 +22%
MPCG
523
Matrix Private Capital Group
New York
$6.28M -$136K -2,815 -2%
BRWA
524
B. Riley Wealth Advisors
Florida
$6.22M +$1.14M +23,675 +23%
SFA
525
Sequoia Financial Advisors
Ohio
$6.21M +$1.05M +21,690 +20%

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.