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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
PFG
651
Pacific Financial Group
Washington
$4.13M +$91.3K +1,890 +2%
SAM
652
Stone Asset Management
Texas
$4.12M +$704K +14,580 +21%
LFG
653
Leverty Financial Group
Wisconsin
$4.11M -$48.8K -1,010 -1%
WP
654
Wealthspan Partners
Iowa
$4.11M +$67.2K +1,390 +2%
FBA
655
Front Barnett Associates
Illinois
$4.11M -$33.6K -695 -0.8%
GP
656
Geneva Partners
Wisconsin
$4.08M +$3.44M +71,190 +546%
VC
657
Vestor Capital
Illinois
$4.07M +$8.7K +180 +0.2%
VFP
658
Verus Financial Partners
Virginia
$4.07M -$101K -2,095 -3%
SWA
659
Stratos Wealth Advisors
Ohio
$4.06M -$55.1K -1,140 -1%
Koshinski Asset Management
660
Koshinski Asset Management
Illinois
$4.06M +$80K +1,655 +2%
LWM
661
Lyell Wealth Management
California
$4.04M +$505K +10,450 +14%
WCM
662
Washburn Capital Management
Florida
$4.04M -$327K -6,770 -8%
LFAS
663
Level Four Advisory Services
Texas
$4.01M +$1.98M +40,885 +97%
BFWA
664
Benchmark Financial Wealth Advisors
Florida
$3.99M +$296K +6,120 +8%
MHS
665
M Holdings Securities
Oregon
$3.96M +$763K +15,785 +24%
BIA
666
Bigelow Investment Advisors
Maine
$3.95M +$456K +9,445 +13%
FPCG
667
Forum Private Client Group
Indiana
$3.93M -$63K -1,305 -2%
CFS
668
CRA Financial Services
New Jersey
$3.91M -$165K -3,415 -4%
CAM
669
Campion Asset Management
Virginia
$3.9M -$69.1K -1,430 -2%
BBHC
670
Brown Brothers Harriman & Co
New York
$3.9M +$17.6K +365 +0.5%
CWM
671
Cranbrook Wealth Management
Michigan
$3.89M +$104K +2,145 +3%
SAM
672
Securian Asset Management
Minnesota
$3.87M
SCG
673
Sonata Capital Group
Washington
$3.86M
CAGAS
674
Capital Advisory Group Advisory Services
Minnesota
$3.85M +$91.8K +1,900 +2%
MPW
675
MGO Private Wealth
California
$3.82M +$1.1M +22,835 +41%

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.