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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
NL
701
NEPC LLC
Massachusetts
$3.51M
WPC
702
Wedmont Private Capital
Pennsylvania
$3.51M +$2.05M +42,335 +149%
UBG
703
United Bank (Georgia)
Georgia
$3.49M -$1.45K -30 -0%
BFS
704
Bard Financial Services
Connecticut
$3.49M
RWP
705
Revolve Wealth Partners
New Jersey
$3.46M -$721K -14,920 -17%
PWAG
706
Polaris Wealth Advisory Group
California
$3.46M +$72K +1,490 +2%
MSWM
707
McGlone Suttner Wealth Management
Wisconsin
$3.44M +$3.44M +71,185 New
GSB
708
Greenfield Savings Bank
Massachusetts
$3.42M +$24.2K +500 +0.7%
SFS
709
Sowell Financial Services
Arkansas
$3.4M +$3.4M +70,280 New
CI
710
CX Institutional
Indiana
$3.38M +$1.36M +28,230 +68%
FCB
711
First County Bank
Connecticut
$3.37M +$3.37M +69,760 New
FG
712
Fiduciary Group
Georgia
$3.37M +$974K +20,165 +41%
MWP
713
Moller Wealth Partners
$3.37M -$24.2K -500 -0.7%
MC
714
Middleton & Co
Massachusetts
$3.36M -$197K -4,075 -6%
CI
715
Cavalier Investments
Georgia
$3.35M +$1.07M +22,170 +47%
HCM
716
Hengehold Capital Management
Ohio
$3.35M +$201K +4,170 +6%
CBT
717
Central Bank & Trust
Kentucky
$3.34M +$21.7K +450 +0.7%
AFP
718
Alpha Financial Partners
Kentucky
$3.33M +$3.33M +68,910 New
TCA
719
Trifecta Capital Advisors
Illinois
$3.32M +$3.32M +68,665 New
NMG
720
New Millennium Group
Utah
$3.31M -$122K -2,520 -4%
HCC
721
Hirtle Callaghan & Co
Pennsylvania
$3.31M -$748K -15,480 -18%
MYIA
722
Mount Yale Investment Advisors
Colorado
$3.29M -$193K -4,000 -6%
Lido Advisors
723
Lido Advisors
California
$3.29M +$128K +2,640 +4%
FSG
724
Financial Strategies Group
Michigan
$3.27M -$138K -2,855 -4%
WWA
725
WC Walker & Associates
California
$3.27M +$1.32M +27,360 +77%

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.