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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
MF
551
Meridian Financial
Massachusetts
$5.69M -$16.2K -335 -0.3%
WPW
552
Watershed Private Wealth
Illinois
$5.61M +$5.61M +116,060 New
ACM
553
Armbruster Capital Management
New York
$5.61M -$133K -2,750 -2%
TFCP
554
Twin Focus Capital Partners
Massachusetts
$5.59M -$187K -3,880 -3%
FNBOO
555
First National Bank of Omaha
Nebraska
$5.58M -$172K -3,555 -3%
BCM
556
Boltwood Capital Management
California
$5.57M +$57.7K +1,195 +1%
CTA
557
Colonial Trust Advisors
South Carolina
$5.52M +$124K +2,560 +2%
EWM
558
EPG Wealth Management
Georgia
$5.51M +$116K +2,410 +2%
CFA
559
Cahill Financial Advisors
Minnesota
$5.51M -$698K -14,445 -11%
KWM
560
Kingsview Wealth Management
Oregon
$5.5M +$871K +18,030 +19%
AWM
561
Apollon Wealth Management
South Carolina
$5.5M +$121K +2,500 +2%
HSA
562
HBK Sorce Advisory
Pennsylvania
$5.5M +$3.19M +65,960 +138%
PAI
563
Pittenger & Anderson Inc
Nebraska
$5.41M +$1.84M +38,065 +52%
SCM
564
SOL Capital Management
Maryland
$5.38M +$33.8K +700 +0.6%
PB
565
Pinnacle Bancorp
Nebraska
$5.35M -$6.52K -135 -0.1%
RWG
566
Regal Wealth Group
California
$5.32M +$57.5K +1,190 +1%
TCM
567
Telos Capital Management
California
$5.32M +$21.5K +445 +0.4%
CCM
568
Canal Capital Management
Virginia
$5.31M -$132K -2,740 -2%
BCMO
569
Buckingham Capital Management (Ohio)
Ohio
$5.3M +$80.2K +1,660 +2%
TDWM
570
Topel & Distasi Wealth Management
California
$5.29M -$8.46K -175 -0.2%
PCIA
571
Prime Capital Investment Advisors
Kansas
$5.28M +$1.07M +22,060 +25%
JWCA
572
J.W. Cole Advisors
Florida
$5.28M -$299K -6,195 -5%
SSWM
573
Sheets Smith Wealth Management
North Carolina
$5.28M
BMD
574
Better Money Decisions
New Mexico
$5.27M +$111K +2,295 +2%
SCM
575
SCS Capital Management
Massachusetts
$5.27M -$551K -11,415 -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.