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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
ONB
526
Old National Bancorp
Indiana
$6.2M +$364K +7,535 +6%
SFP
527
Sandbox Financial Partners
Maryland
$6.2M +$157K +3,240 +3%
CCB
528
Country Club Bank
Missouri
$6.2M +$435K +9,000 +8%
MG
529
Mather Group
Illinois
$6.19M +$35K +725 +0.6%
PFA
530
Pettinga Financial Advisors
Indiana
$6.18M +$60.9K +1,260 +1%
JFG
531
Jefferies Financial Group
New York
$6.17M +$6.17M +127,610 New
BCI
532
Brinker Capital Investments
Pennsylvania
$6.15M -$280K -5,805 -4%
DC
533
Davenport & Co
Virginia
$6.14M +$60.9K +1,260 +1%
PTC
534
Private Trust Company
Ohio
$6.12M -$459K -9,505 -7%
CTC
535
Central Trust Company
Missouri
$6.09M -$43.7K -905 -0.7%
WB
536
WesBanco Bank
West Virginia
$6.05M -$190K -3,935 -3%
CNBTD
537
Citizens National Bank Trust Department
Mississippi
$6.02M -$966 -20 -0%
SP
538
SWS Partners
Ohio
$5.95M +$177K +3,660 +3%
Chevy Chase Trust
539
Chevy Chase Trust
Maryland
$5.94M +$48.8K +1,010 +0.8%
NFP
540
NorthLanding Financial Partners
New York
$5.91M -$235K -4,870 -4%
HAC
541
Harbor Advisory Corp
New Hampshire
$5.87M -$512K -10,595 -8%
PWW
542
Pettyjohn Wood & White
Virginia
$5.86M +$41.5K +860 +0.7%
CWM
543
Congress Wealth Management
Massachusetts
$5.83M +$394K +8,165 +7%
CIAS
544
Capital Investment Advisory Services
North Carolina
$5.82M -$307K -6,360 -5%
SSW
545
Smith Shellnut Wilson
Mississippi
$5.72M +$5.72M +118,295 New
WFAG
546
Wescott Financial Advisory Group
Pennsylvania
$5.72M +$197K +4,075 +4%
SF
547
Synovus Financial
Georgia
$5.72M +$805K +16,670 +16%
PMG
548
ProVise Management Group
Florida
$5.72M -$389K -8,060 -6%
AL
549
Aspiriant LLC
California
$5.7M -$337K -6,980 -6%
LIA
550
LBMC Investment Advisors
Tennessee
$5.69M +$114K +2,360 +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.