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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
FAM
676
Frontier Asset Management
Wyoming
$3.8M +$3.8M +78,595 New
USAA
677
United Services Automobile Association
Texas
$3.77M -$645K -13,360 -15%
AIMC
678
Alley Investment Management Company
Illinois
$3.77M -$74.9K -1,550 -2%
PAM
679
Private Asset Management
California
$3.76M -$85.8K -1,775 -2%
T
680
TCWP
Ohio
$3.72M -$321K -6,650 -8%
IWM
681
IHT Wealth Management
Illinois
$3.72M -$488K -10,105 -12%
CB
682
Centennial Bank
Arkansas
$3.69M +$3.69M +76,375 New
PA
683
PFG Advisors
Arizona
$3.68M +$276K +5,705 +8%
FWA
684
FSM Wealth Advisors
Ohio
$3.68M +$504K +10,440 +16%
WF
685
Welch & Forbes
Massachusetts
$3.68M +$50K +1,035 +1%
UL
686
Unionview LLC
Washington
$3.67M +$91.6K +1,895 +3%
MOS
687
MGO One Seven
Ohio
$3.66M -$44.2K -915 -1%
WT
688
Washington Trust
Rhode Island
$3.64M +$1.87M +38,780 +106%
GA
689
Goldstein Advisors
Wisconsin
$3.63M +$3.63M +75,120 New
FA
690
FC Advisory
Pennsylvania
$3.61M +$63.3K +1,310 +2%
RWA
691
River Wealth Advisors
Pennsylvania
$3.59M -$54.6K -1,130 -1%
FPW
692
Flagship Private Wealth
Massachusetts
$3.58M +$13.3K +275 +0.4%
SS
693
Sound Stewardship
Kansas
$3.58M +$3.57M +73,920 New
WHG
694
Westwood Holdings Group
Texas
$3.58M -$96.9K -2,005 -3%
SFG
695
Sather Financial Group
Texas
$3.57M
PCM
696
Perritt Capital Management
Illinois
$3.57M +$18.4K +380 +0.5%
EW
697
Element Wealth
Mississippi
$3.56M -$147K -3,045 -4%
TA
698
TruWealth Advisors
Louisiana
$3.54M +$39.4K +815 +1%
WJA
699
Willis Johnson & Associates
Texas
$3.54M -$51K -1,055 -1%
CCM
700
Crew Capital Management
Ohio
$3.52M +$73.2K +1,515 +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.